Civic Intelligence

Protek Investments LLC

Plan context: Protek Investments LLC 401 K Profit Sharing Plan Trust

EIN 27-2688154 • Santa Barbara, CA • 12 filings • 2 plans

1114 State St Ste 295Santa Barbara, CA 93101-6707
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$232,849

2024 Contributions

$73,053

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$232,849$116,425$0201320192024YearValue
$232,849Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

70350201320192024YearValue
70Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024170$232,849$73,053$1,044iApproximate average salary by contribution assumption: employee only about $26,090 at 4% or $17,394 at 6%; with 50% employer match about $17,394 at 4% or $11,596 at 6%; with 100% employer match about $13,045 at 4% or $8,697 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-70$232,849$73,053$1,044iApproximate average salary by contribution assumption: employee only about $26,090 at 4% or $17,394 at 6%; with 50% employer match about $17,394 at 4% or $11,596 at 6%; with 100% employer match about $13,045 at 4% or $8,697 at 6%.
2023163$185,606$45,069$715iApproximate average salary by contribution assumption: employee only about $17,885 at 4% or $11,923 at 6%; with 50% employer match about $11,923 at 4% or $7,949 at 6%; with 100% employer match about $8,942 at 4% or $5,962 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-63$185,606$45,069$715iApproximate average salary by contribution assumption: employee only about $17,885 at 4% or $11,923 at 6%; with 50% employer match about $11,923 at 4% or $7,949 at 6%; with 100% employer match about $8,942 at 4% or $5,962 at 6%.
2022156$122,085$24,856$444iApproximate average salary by contribution assumption: employee only about $11,096 at 4% or $7,398 at 6%; with 50% employer match about $7,398 at 4% or $4,932 at 6%; with 100% employer match about $5,548 at 4% or $3,699 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-56$122,085$24,856$444iApproximate average salary by contribution assumption: employee only about $11,096 at 4% or $7,398 at 6%; with 50% employer match about $7,398 at 4% or $4,932 at 6%; with 100% employer match about $5,548 at 4% or $3,699 at 6%.
2021146$120,836$15,791$343iApproximate average salary by contribution assumption: employee only about $8,582 at 4% or $5,721 at 6%; with 50% employer match about $5,721 at 4% or $3,814 at 6%; with 100% employer match about $4,291 at 4% or $2,861 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-46$120,836$15,791$343iApproximate average salary by contribution assumption: employee only about $8,582 at 4% or $5,721 at 6%; with 50% employer match about $5,721 at 4% or $3,814 at 6%; with 100% employer match about $4,291 at 4% or $2,861 at 6%.
2020140$91,358$18,788$470iApproximate average salary by contribution assumption: employee only about $11,743 at 4% or $7,828 at 6%; with 50% employer match about $7,828 at 4% or $5,219 at 6%; with 100% employer match about $5,871 at 4% or $3,914 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-40$91,358$18,788$470iApproximate average salary by contribution assumption: employee only about $11,743 at 4% or $7,828 at 6%; with 50% employer match about $7,828 at 4% or $5,219 at 6%; with 100% employer match about $5,871 at 4% or $3,914 at 6%.
2019123$60,626$13,863$603iApproximate average salary by contribution assumption: employee only about $15,068 at 4% or $10,046 at 6%; with 50% employer match about $10,046 at 4% or $6,697 at 6%; with 100% employer match about $7,534 at 4% or $5,023 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-23$60,626$13,863$603iApproximate average salary by contribution assumption: employee only about $15,068 at 4% or $10,046 at 6%; with 50% employer match about $10,046 at 4% or $6,697 at 6%; with 100% employer match about $7,534 at 4% or $5,023 at 6%.
2018124$42,638$18,444$769iApproximate average salary by contribution assumption: employee only about $19,213 at 4% or $12,808 at 6%; with 50% employer match about $12,808 at 4% or $8,539 at 6%; with 100% employer match about $9,606 at 4% or $6,404 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-24$42,638$18,444$769iApproximate average salary by contribution assumption: employee only about $19,213 at 4% or $12,808 at 6%; with 50% employer match about $12,808 at 4% or $8,539 at 6%; with 100% employer match about $9,606 at 4% or $6,404 at 6%.
2017124$27,428$9,611$400iApproximate average salary by contribution assumption: employee only about $10,011 at 4% or $6,674 at 6%; with 50% employer match about $6,674 at 4% or $4,450 at 6%; with 100% employer match about $5,006 at 4% or $3,337 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-24$27,428$9,611$400iApproximate average salary by contribution assumption: employee only about $10,011 at 4% or $6,674 at 6%; with 50% employer match about $6,674 at 4% or $4,450 at 6%; with 100% employer match about $5,006 at 4% or $3,337 at 6%.
2016121$15,337$1,567$75iApproximate average salary by contribution assumption: employee only about $1,865 at 4% or $1,244 at 6%; with 50% employer match about $1,244 at 4% or $829 at 6%; with 100% employer match about $933 at 4% or $622 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-21$15,337$1,567$75iApproximate average salary by contribution assumption: employee only about $1,865 at 4% or $1,244 at 6%; with 50% employer match about $1,244 at 4% or $829 at 6%; with 100% employer match about $933 at 4% or $622 at 6%.
201517$13,195$4,823$689iApproximate average salary by contribution assumption: employee only about $17,225 at 4% or $11,483 at 6%; with 50% employer match about $11,483 at 4% or $7,656 at 6%; with 100% employer match about $8,613 at 4% or $5,742 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-7$13,195$4,823$689iApproximate average salary by contribution assumption: employee only about $17,225 at 4% or $11,483 at 6%; with 50% employer match about $11,483 at 4% or $7,656 at 6%; with 100% employer match about $8,613 at 4% or $5,742 at 6%.
201418$9,677$6,534$817iApproximate average salary by contribution assumption: employee only about $20,419 at 4% or $13,613 at 6%; with 50% employer match about $13,613 at 4% or $9,075 at 6%; with 100% employer match about $10,209 at 4% or $6,806 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-8$9,677$6,534$817iApproximate average salary by contribution assumption: employee only about $20,419 at 4% or $13,613 at 6%; with 50% employer match about $13,613 at 4% or $9,075 at 6%; with 100% employer match about $10,209 at 4% or $6,806 at 6%.
201318$2,752$2,674$334iApproximate average salary by contribution assumption: employee only about $8,356 at 4% or $5,571 at 6%; with 50% employer match about $5,571 at 4% or $3,714 at 6%; with 100% employer match about $4,178 at 4% or $2,785 at 6%.
Protek Investments LLC 401 K Profit Sharing Plan Trust-8$2,752$2,674$334iApproximate average salary by contribution assumption: employee only about $8,356 at 4% or $5,571 at 6%; with 50% employer match about $5,571 at 4% or $3,714 at 6%; with 100% employer match about $4,178 at 4% or $2,785 at 6%.