Civic Intelligence

San Roque Charitable Trust

Plan context: San Roque School Charitable Trust 401(K) P/S Plan

EIN 71-6194026 • Santa Barbara, CA • 19 filings • 4 plans

View Related Profile

2300 Garden StSanta Barbara, CA 93105
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$798,507

2024 Contributions

$22,500

Historical Graphs

Total Assets Over Time

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

$798,507$399,254$0200320152024YearValue
$798,507Latest year 2024

Participants Over Time

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

60300200320152024YearValue
20Latest 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
2024120$798,507$0-
San Roque School Charitable Trust 401(K) P/S Plan-20$798,507--
2023120$722,467$0-
San Roque School Charitable Trust 401(K) P/S Plan-20$722,467--
2022118$666,711$22,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-18$666,711$22,500$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
2021122$775,944$16,800$764iApproximate average salary by contribution assumption: employee only about $19,091 at 4% or $12,727 at 6%; with 50% employer match about $12,727 at 4% or $8,485 at 6%; with 100% employer match about $9,545 at 4% or $6,364 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-22$775,944$16,800$764iApproximate average salary by contribution assumption: employee only about $19,091 at 4% or $12,727 at 6%; with 50% employer match about $12,727 at 4% or $8,485 at 6%; with 100% employer match about $9,545 at 4% or $6,364 at 6%.
2020122$668,921$41,726$1,897iApproximate average salary by contribution assumption: employee only about $47,416 at 4% or $31,611 at 6%; with 50% employer match about $31,611 at 4% or $21,074 at 6%; with 100% employer match about $23,708 at 4% or $15,805 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-22$668,921$41,726$1,897iApproximate average salary by contribution assumption: employee only about $47,416 at 4% or $31,611 at 6%; with 50% employer match about $31,611 at 4% or $21,074 at 6%; with 100% employer match about $23,708 at 4% or $15,805 at 6%.
2019123$627,310$54,300$2,361iApproximate average salary by contribution assumption: employee only about $59,022 at 4% or $39,348 at 6%; with 50% employer match about $39,348 at 4% or $26,232 at 6%; with 100% employer match about $29,511 at 4% or $19,674 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-23$627,310$54,300$2,361iApproximate average salary by contribution assumption: employee only about $59,022 at 4% or $39,348 at 6%; with 50% employer match about $39,348 at 4% or $26,232 at 6%; with 100% employer match about $29,511 at 4% or $19,674 at 6%.
2018123$503,579$45,042$1,958iApproximate average salary by contribution assumption: employee only about $48,959 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,320 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-23$503,579$45,042$1,958iApproximate average salary by contribution assumption: employee only about $48,959 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,320 at 6%.
2017127$625,607$48,428$1,794iApproximate average salary by contribution assumption: employee only about $44,841 at 4% or $29,894 at 6%; with 50% employer match about $29,894 at 4% or $19,929 at 6%; with 100% employer match about $22,420 at 4% or $14,947 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-27$625,607$48,428$1,794iApproximate average salary by contribution assumption: employee only about $44,841 at 4% or $29,894 at 6%; with 50% employer match about $29,894 at 4% or $19,929 at 6%; with 100% employer match about $22,420 at 4% or $14,947 at 6%.
2016128$513,181$47,266$1,688iApproximate average salary by contribution assumption: employee only about $42,202 at 4% or $28,135 at 6%; with 50% employer match about $28,135 at 4% or $18,756 at 6%; with 100% employer match about $21,101 at 4% or $14,067 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-28$513,181$47,266$1,688iApproximate average salary by contribution assumption: employee only about $42,202 at 4% or $28,135 at 6%; with 50% employer match about $28,135 at 4% or $18,756 at 6%; with 100% employer match about $21,101 at 4% or $14,067 at 6%.
2015130$720,539$52,683$1,756iApproximate average salary by contribution assumption: employee only about $43,903 at 4% or $29,268 at 6%; with 50% employer match about $29,268 at 4% or $19,512 at 6%; with 100% employer match about $21,951 at 4% or $14,634 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-30$720,539$52,683$1,756iApproximate average salary by contribution assumption: employee only about $43,903 at 4% or $29,268 at 6%; with 50% employer match about $29,268 at 4% or $19,512 at 6%; with 100% employer match about $21,951 at 4% or $14,634 at 6%.
2014129$663,949$62,054$2,140iApproximate average salary by contribution assumption: employee only about $53,495 at 4% or $35,663 at 6%; with 50% employer match about $35,663 at 4% or $23,775 at 6%; with 100% employer match about $26,747 at 4% or $17,832 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-29$663,949$62,054$2,140iApproximate average salary by contribution assumption: employee only about $53,495 at 4% or $35,663 at 6%; with 50% employer match about $35,663 at 4% or $23,775 at 6%; with 100% employer match about $26,747 at 4% or $17,832 at 6%.
2013131$587,997$53,094$1,713iApproximate average salary by contribution assumption: employee only about $42,818 at 4% or $28,545 at 6%; with 50% employer match about $28,545 at 4% or $19,030 at 6%; with 100% employer match about $21,409 at 4% or $14,273 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-31$587,997$53,094$1,713iApproximate average salary by contribution assumption: employee only about $42,818 at 4% or $28,545 at 6%; with 50% employer match about $28,545 at 4% or $19,030 at 6%; with 100% employer match about $21,409 at 4% or $14,273 at 6%.
2012136$432,857$41,734$1,159iApproximate average salary by contribution assumption: employee only about $28,982 at 4% or $19,321 at 6%; with 50% employer match about $19,321 at 4% or $12,881 at 6%; with 100% employer match about $14,491 at 4% or $9,661 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-36$432,857$41,734$1,159iApproximate average salary by contribution assumption: employee only about $28,982 at 4% or $19,321 at 6%; with 50% employer match about $19,321 at 4% or $12,881 at 6%; with 100% employer match about $14,491 at 4% or $9,661 at 6%.
2011138$340,166$45,305$1,192iApproximate average salary by contribution assumption: employee only about $29,806 at 4% or $19,871 at 6%; with 50% employer match about $19,871 at 4% or $13,247 at 6%; with 100% employer match about $14,903 at 4% or $9,935 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-38$340,166$45,305$1,192iApproximate average salary by contribution assumption: employee only about $29,806 at 4% or $19,871 at 6%; with 50% employer match about $19,871 at 4% or $13,247 at 6%; with 100% employer match about $14,903 at 4% or $9,935 at 6%.
2010141$332,085$42,428$1,035iApproximate average salary by contribution assumption: employee only about $25,871 at 4% or $17,247 at 6%; with 50% employer match about $17,247 at 4% or $11,498 at 6%; with 100% employer match about $12,935 at 4% or $8,624 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-41$332,085$42,428$1,035iApproximate average salary by contribution assumption: employee only about $25,871 at 4% or $17,247 at 6%; with 50% employer match about $17,247 at 4% or $11,498 at 6%; with 100% employer match about $12,935 at 4% or $8,624 at 6%.
2009141$257,725$54,725$1,335iApproximate average salary by contribution assumption: employee only about $33,369 at 4% or $22,246 at 6%; with 50% employer match about $22,246 at 4% or $14,831 at 6%; with 100% employer match about $16,684 at 4% or $11,123 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-41$257,725$54,725$1,335iApproximate average salary by contribution assumption: employee only about $33,369 at 4% or $22,246 at 6%; with 50% employer match about $22,246 at 4% or $14,831 at 6%; with 100% employer match about $16,684 at 4% or $11,123 at 6%.
2005159$82,148$37,432$634iApproximate average salary by contribution assumption: employee only about $15,861 at 4% or $10,574 at 6%; with 50% employer match about $10,574 at 4% or $7,049 at 6%; with 100% employer match about $7,931 at 4% or $5,287 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-59$82,148$37,432$634iApproximate average salary by contribution assumption: employee only about $15,861 at 4% or $10,574 at 6%; with 50% employer match about $10,574 at 4% or $7,049 at 6%; with 100% employer match about $7,931 at 4% or $5,287 at 6%.
2004160$40,724$22,014$367iApproximate average salary by contribution assumption: employee only about $9,173 at 4% or $6,115 at 6%; with 50% employer match about $6,115 at 4% or $4,077 at 6%; with 100% employer match about $4,586 at 4% or $3,058 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-60$40,724$22,014$367iApproximate average salary by contribution assumption: employee only about $9,173 at 4% or $6,115 at 6%; with 50% employer match about $6,115 at 4% or $4,077 at 6%; with 100% employer match about $4,586 at 4% or $3,058 at 6%.
2003156$14,810$13,781$246iApproximate average salary by contribution assumption: employee only about $6,152 at 4% or $4,101 at 6%; with 50% employer match about $4,101 at 4% or $2,734 at 6%; with 100% employer match about $3,076 at 4% or $2,051 at 6%.
San Roque School Charitable Trust 401(K) P/S Plan-56$14,810$13,781$246iApproximate average salary by contribution assumption: employee only about $6,152 at 4% or $4,101 at 6%; with 50% employer match about $4,101 at 4% or $2,734 at 6%; with 100% employer match about $3,076 at 4% or $2,051 at 6%.