Civic Intelligence

Grokenberger, Smith & Courtney

Plan context: Grokenberger, Smith & Courtney 401K Profit Sharing Plan

EIN 77-0131749 • Santa Barbara, CA • 19 filings • 5 plans

152 E Carrillo StSanta Barbara, CA 93101
Current Snapshot

Latest Year

2017

2017 Participants

12

2017 Assets

$1,393,604

2017 Contributions

$91,289

Historical Graphs

Total Assets Over Time

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

$1,448,854$724,427$0199920092017YearValue
$1,393,604Latest year 2017

Participants Over Time

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

1370199920082017YearValue
12Latest year 2017

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
2017112$1,393,604$91,289$7,607iApproximate average salary by contribution assumption: employee only about $190,185 at 4% or $126,790 at 6%; with 50% employer match about $126,790 at 4% or $84,527 at 6%; with 100% employer match about $95,093 at 4% or $63,395 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-12$1,393,604$91,289$7,607iApproximate average salary by contribution assumption: employee only about $190,185 at 4% or $126,790 at 6%; with 50% employer match about $126,790 at 4% or $84,527 at 6%; with 100% employer match about $95,093 at 4% or $63,395 at 6%.
2016113$1,236,962$93,421$7,186iApproximate average salary by contribution assumption: employee only about $179,656 at 4% or $119,771 at 6%; with 50% employer match about $119,771 at 4% or $79,847 at 6%; with 100% employer match about $89,828 at 4% or $59,885 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-13$1,236,962$93,421$7,186iApproximate average salary by contribution assumption: employee only about $179,656 at 4% or $119,771 at 6%; with 50% employer match about $119,771 at 4% or $79,847 at 6%; with 100% employer match about $89,828 at 4% or $59,885 at 6%.
2015112$1,448,854$87,500$7,292iApproximate average salary by contribution assumption: employee only about $182,292 at 4% or $121,528 at 6%; with 50% employer match about $121,528 at 4% or $81,019 at 6%; with 100% employer match about $91,146 at 4% or $60,764 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-12$1,448,854$87,500$7,292iApproximate average salary by contribution assumption: employee only about $182,292 at 4% or $121,528 at 6%; with 50% employer match about $121,528 at 4% or $81,019 at 6%; with 100% employer match about $91,146 at 4% or $60,764 at 6%.
2014112$1,405,026$88,161$7,347iApproximate average salary by contribution assumption: employee only about $183,669 at 4% or $122,446 at 6%; with 50% employer match about $122,446 at 4% or $81,631 at 6%; with 100% employer match about $91,834 at 4% or $61,223 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-12$1,405,026$88,161$7,347iApproximate average salary by contribution assumption: employee only about $183,669 at 4% or $122,446 at 6%; with 50% employer match about $122,446 at 4% or $81,631 at 6%; with 100% employer match about $91,834 at 4% or $61,223 at 6%.
2013111$1,360,417$92,838$8,440iApproximate average salary by contribution assumption: employee only about $210,995 at 4% or $140,664 at 6%; with 50% employer match about $140,664 at 4% or $93,776 at 6%; with 100% employer match about $105,498 at 4% or $70,332 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-11$1,360,417$92,838$8,440iApproximate average salary by contribution assumption: employee only about $210,995 at 4% or $140,664 at 6%; with 50% employer match about $140,664 at 4% or $93,776 at 6%; with 100% employer match about $105,498 at 4% or $70,332 at 6%.
2012111$1,093,119$71,825$6,530iApproximate average salary by contribution assumption: employee only about $163,239 at 4% or $108,826 at 6%; with 50% employer match about $108,826 at 4% or $72,551 at 6%; with 100% employer match about $81,619 at 4% or $54,413 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-11$1,093,119$71,825$6,530iApproximate average salary by contribution assumption: employee only about $163,239 at 4% or $108,826 at 6%; with 50% employer match about $108,826 at 4% or $72,551 at 6%; with 100% employer match about $81,619 at 4% or $54,413 at 6%.
201117$84,301$9,675$1,382iApproximate average salary by contribution assumption: employee only about $34,554 at 4% or $23,036 at 6%; with 50% employer match about $23,036 at 4% or $15,357 at 6%; with 100% employer match about $17,277 at 4% or $11,518 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-7$84,301$9,675$1,382iApproximate average salary by contribution assumption: employee only about $34,554 at 4% or $23,036 at 6%; with 50% employer match about $23,036 at 4% or $15,357 at 6%; with 100% employer match about $17,277 at 4% or $11,518 at 6%.
2010112$1,008,328$66,310$5,526iApproximate average salary by contribution assumption: employee only about $138,146 at 4% or $92,097 at 6%; with 50% employer match about $92,097 at 4% or $61,398 at 6%; with 100% employer match about $69,073 at 4% or $46,049 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-12$1,008,328$66,310$5,526iApproximate average salary by contribution assumption: employee only about $138,146 at 4% or $92,097 at 6%; with 50% employer match about $92,097 at 4% or $61,398 at 6%; with 100% employer match about $69,073 at 4% or $46,049 at 6%.
2009111$846,420$62,419$5,674iApproximate average salary by contribution assumption: employee only about $141,861 at 4% or $94,574 at 6%; with 50% employer match about $94,574 at 4% or $63,049 at 6%; with 100% employer match about $70,931 at 4% or $47,287 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-11$846,420$62,419$5,674iApproximate average salary by contribution assumption: employee only about $141,861 at 4% or $94,574 at 6%; with 50% employer match about $94,574 at 4% or $63,049 at 6%; with 100% employer match about $70,931 at 4% or $47,287 at 6%.
200817$603,258$69,480$9,926iApproximate average salary by contribution assumption: employee only about $248,143 at 4% or $165,429 at 6%; with 50% employer match about $165,429 at 4% or $110,286 at 6%; with 100% employer match about $124,071 at 4% or $82,714 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-7$603,258$69,480$9,926iApproximate average salary by contribution assumption: employee only about $248,143 at 4% or $165,429 at 6%; with 50% employer match about $165,429 at 4% or $110,286 at 6%; with 100% employer match about $124,071 at 4% or $82,714 at 6%.
200715$0$0-
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-5---
200618$683,049$97,559$12,195iApproximate average salary by contribution assumption: employee only about $304,872 at 4% or $203,248 at 6%; with 50% employer match about $203,248 at 4% or $135,499 at 6%; with 100% employer match about $152,436 at 4% or $101,624 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-8$683,049$97,559$12,195iApproximate average salary by contribution assumption: employee only about $304,872 at 4% or $203,248 at 6%; with 50% employer match about $203,248 at 4% or $135,499 at 6%; with 100% employer match about $152,436 at 4% or $101,624 at 6%.
2005110$508,154$164,560$16,456iApproximate average salary by contribution assumption: employee only about $411,400 at 4% or $274,267 at 6%; with 50% employer match about $274,267 at 4% or $182,844 at 6%; with 100% employer match about $205,700 at 4% or $137,133 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-10$508,154$164,560$16,456iApproximate average salary by contribution assumption: employee only about $411,400 at 4% or $274,267 at 6%; with 50% employer match about $274,267 at 4% or $182,844 at 6%; with 100% employer match about $205,700 at 4% or $137,133 at 6%.
200418$318,950$87,927$10,991iApproximate average salary by contribution assumption: employee only about $274,772 at 4% or $183,181 at 6%; with 50% employer match about $183,181 at 4% or $122,121 at 6%; with 100% employer match about $137,386 at 4% or $91,591 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-8$318,950$87,927$10,991iApproximate average salary by contribution assumption: employee only about $274,772 at 4% or $183,181 at 6%; with 50% employer match about $183,181 at 4% or $122,121 at 6%; with 100% employer match about $137,386 at 4% or $91,591 at 6%.
2003110$294,143$70,572$7,057iApproximate average salary by contribution assumption: employee only about $176,430 at 4% or $117,620 at 6%; with 50% employer match about $117,620 at 4% or $78,413 at 6%; with 100% employer match about $88,215 at 4% or $58,810 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-10$294,143$70,572$7,057iApproximate average salary by contribution assumption: employee only about $176,430 at 4% or $117,620 at 6%; with 50% employer match about $117,620 at 4% or $78,413 at 6%; with 100% employer match about $88,215 at 4% or $58,810 at 6%.
200217$251,016$139,174$19,882iApproximate average salary by contribution assumption: employee only about $497,050 at 4% or $331,367 at 6%; with 50% employer match about $331,367 at 4% or $220,911 at 6%; with 100% employer match about $248,525 at 4% or $165,683 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-7$251,016$139,174$19,882iApproximate average salary by contribution assumption: employee only about $497,050 at 4% or $331,367 at 6%; with 50% employer match about $331,367 at 4% or $220,911 at 6%; with 100% employer match about $248,525 at 4% or $165,683 at 6%.
200116$0$0-
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-6---
200019$70,475$40,117$4,457iApproximate average salary by contribution assumption: employee only about $111,436 at 4% or $74,291 at 6%; with 50% employer match about $74,291 at 4% or $49,527 at 6%; with 100% employer match about $55,718 at 4% or $37,145 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-9$70,475$40,117$4,457iApproximate average salary by contribution assumption: employee only about $111,436 at 4% or $74,291 at 6%; with 50% employer match about $74,291 at 4% or $49,527 at 6%; with 100% employer match about $55,718 at 4% or $37,145 at 6%.
199918$44,481$44,481$5,560iApproximate average salary by contribution assumption: employee only about $139,003 at 4% or $92,669 at 6%; with 50% employer match about $92,669 at 4% or $61,779 at 6%; with 100% employer match about $69,502 at 4% or $46,334 at 6%.
Grokenberger, Smith & Courtney 401K Profit Sharing Plan-8$44,481$44,481$5,560iApproximate average salary by contribution assumption: employee only about $139,003 at 4% or $92,669 at 6%; with 50% employer match about $92,669 at 4% or $61,779 at 6%; with 100% employer match about $69,502 at 4% or $46,334 at 6%.