Civic Intelligence

JAMES S BOWER FOUNDATION

Plan context: JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

EIN 77-0229243 • Santa Barbara, CA • 18 filings • 4 plans

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26 W Micheltorena StSanta Barbara, CA 93101-2510
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,204,726

2024 Contributions

$52,930

Historical Graphs

Total Assets Over Time

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

$1,204,726$602,363$0200720162024YearValue
$1,204,726Latest year 2024

Participants Over Time

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

420200720162024YearValue
3Latest 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
202413$1,204,726$52,930$17,643iApproximate average salary by contribution assumption: employee only about $441,083 at 4% or $294,056 at 6%; with 50% employer match about $294,056 at 4% or $196,037 at 6%; with 100% employer match about $220,542 at 4% or $147,028 at 6%.
JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-3$1,204,726$52,930$17,643iApproximate average salary by contribution assumption: employee only about $441,083 at 4% or $294,056 at 6%; with 50% employer match about $294,056 at 4% or $196,037 at 6%; with 100% employer match about $220,542 at 4% or $147,028 at 6%.
202313$1,006,872$45,767$15,256iApproximate average salary by contribution assumption: employee only about $381,392 at 4% or $254,261 at 6%; with 50% employer match about $254,261 at 4% or $169,507 at 6%; with 100% employer match about $190,696 at 4% or $127,131 at 6%.
JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-3$1,006,872$45,767$15,256iApproximate average salary by contribution assumption: employee only about $381,392 at 4% or $254,261 at 6%; with 50% employer match about $254,261 at 4% or $169,507 at 6%; with 100% employer match about $190,696 at 4% or $127,131 at 6%.
202213$819,078$53,658$17,886iApproximate average salary by contribution assumption: employee only about $447,150 at 4% or $298,100 at 6%; with 50% employer match about $298,100 at 4% or $198,733 at 6%; with 100% employer match about $223,575 at 4% or $149,050 at 6%.
JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-3$819,078$53,658$17,886iApproximate average salary by contribution assumption: employee only about $447,150 at 4% or $298,100 at 6%; with 50% employer match about $298,100 at 4% or $198,733 at 6%; with 100% employer match about $223,575 at 4% or $149,050 at 6%.
202113$920,213$61,728$20,576iApproximate average salary by contribution assumption: employee only about $514,400 at 4% or $342,933 at 6%; with 50% employer match about $342,933 at 4% or $228,622 at 6%; with 100% employer match about $257,200 at 4% or $171,467 at 6%.
JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-3$920,213$61,728$20,576iApproximate average salary by contribution assumption: employee only about $514,400 at 4% or $342,933 at 6%; with 50% employer match about $342,933 at 4% or $228,622 at 6%; with 100% employer match about $257,200 at 4% or $171,467 at 6%.
202013$768,240$49,013$16,338iApproximate average salary by contribution assumption: employee only about $408,442 at 4% or $272,294 at 6%; with 50% employer match about $272,294 at 4% or $181,530 at 6%; with 100% employer match about $204,221 at 4% or $136,147 at 6%.
JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-3$768,240$49,013$16,338iApproximate average salary by contribution assumption: employee only about $408,442 at 4% or $272,294 at 6%; with 50% employer match about $272,294 at 4% or $181,530 at 6%; with 100% employer match about $204,221 at 4% or $136,147 at 6%.
201913$614,346$47,370$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
JAMES S BOWER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-3$614,346$47,370$15,790iApproximate average salary by contribution assumption: employee only about $394,750 at 4% or $263,167 at 6%; with 50% employer match about $263,167 at 4% or $175,444 at 6%; with 100% employer match about $197,375 at 4% or $131,583 at 6%.
201813$469,576$47,034$15,678iApproximate average salary by contribution assumption: employee only about $391,950 at 4% or $261,300 at 6%; with 50% employer match about $261,300 at 4% or $174,200 at 6%; with 100% employer match about $195,975 at 4% or $130,650 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-3$469,576$47,034$15,678iApproximate average salary by contribution assumption: employee only about $391,950 at 4% or $261,300 at 6%; with 50% employer match about $261,300 at 4% or $174,200 at 6%; with 100% employer match about $195,975 at 4% or $130,650 at 6%.
201713$452,138$44,487$14,829iApproximate average salary by contribution assumption: employee only about $370,725 at 4% or $247,150 at 6%; with 50% employer match about $247,150 at 4% or $164,767 at 6%; with 100% employer match about $185,363 at 4% or $123,575 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-3$452,138$44,487$14,829iApproximate average salary by contribution assumption: employee only about $370,725 at 4% or $247,150 at 6%; with 50% employer match about $247,150 at 4% or $164,767 at 6%; with 100% employer match about $185,363 at 4% or $123,575 at 6%.
201613$347,052$43,608$14,536iApproximate average salary by contribution assumption: employee only about $363,400 at 4% or $242,267 at 6%; with 50% employer match about $242,267 at 4% or $161,511 at 6%; with 100% employer match about $181,700 at 4% or $121,133 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-3$347,052$43,608$14,536iApproximate average salary by contribution assumption: employee only about $363,400 at 4% or $242,267 at 6%; with 50% employer match about $242,267 at 4% or $161,511 at 6%; with 100% employer match about $181,700 at 4% or $121,133 at 6%.
201513$287,832$44,537$14,846iApproximate average salary by contribution assumption: employee only about $371,142 at 4% or $247,428 at 6%; with 50% employer match about $247,428 at 4% or $164,952 at 6%; with 100% employer match about $185,571 at 4% or $123,714 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-3$287,832$44,537$14,846iApproximate average salary by contribution assumption: employee only about $371,142 at 4% or $247,428 at 6%; with 50% employer match about $247,428 at 4% or $164,952 at 6%; with 100% employer match about $185,571 at 4% or $123,714 at 6%.
201414$353,076$45,885$11,471iApproximate average salary by contribution assumption: employee only about $286,781 at 4% or $191,188 at 6%; with 50% employer match about $191,188 at 4% or $127,458 at 6%; with 100% employer match about $143,391 at 4% or $95,594 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$353,076$45,885$11,471iApproximate average salary by contribution assumption: employee only about $286,781 at 4% or $191,188 at 6%; with 50% employer match about $191,188 at 4% or $127,458 at 6%; with 100% employer match about $143,391 at 4% or $95,594 at 6%.
201314$410,242$54,830$13,708iApproximate average salary by contribution assumption: employee only about $342,688 at 4% or $228,458 at 6%; with 50% employer match about $228,458 at 4% or $152,306 at 6%; with 100% employer match about $171,344 at 4% or $114,229 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$410,242$54,830$13,708iApproximate average salary by contribution assumption: employee only about $342,688 at 4% or $228,458 at 6%; with 50% employer match about $228,458 at 4% or $152,306 at 6%; with 100% employer match about $171,344 at 4% or $114,229 at 6%.
201214$321,115$54,689$13,672iApproximate average salary by contribution assumption: employee only about $341,806 at 4% or $227,871 at 6%; with 50% employer match about $227,871 at 4% or $151,914 at 6%; with 100% employer match about $170,903 at 4% or $113,935 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$321,115$54,689$13,672iApproximate average salary by contribution assumption: employee only about $341,806 at 4% or $227,871 at 6%; with 50% employer match about $227,871 at 4% or $151,914 at 6%; with 100% employer match about $170,903 at 4% or $113,935 at 6%.
201114$246,862$56,026$14,007iApproximate average salary by contribution assumption: employee only about $350,163 at 4% or $233,442 at 6%; with 50% employer match about $233,442 at 4% or $155,628 at 6%; with 100% employer match about $175,081 at 4% or $116,721 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$246,862$56,026$14,007iApproximate average salary by contribution assumption: employee only about $350,163 at 4% or $233,442 at 6%; with 50% employer match about $233,442 at 4% or $155,628 at 6%; with 100% employer match about $175,081 at 4% or $116,721 at 6%.
201014$194,186$61,808$15,452iApproximate average salary by contribution assumption: employee only about $386,300 at 4% or $257,533 at 6%; with 50% employer match about $257,533 at 4% or $171,689 at 6%; with 100% employer match about $193,150 at 4% or $128,767 at 6%.
JAMES S BOWER FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$194,186$61,808$15,452iApproximate average salary by contribution assumption: employee only about $386,300 at 4% or $257,533 at 6%; with 50% employer match about $257,533 at 4% or $171,689 at 6%; with 100% employer match about $193,150 at 4% or $128,767 at 6%.
200914$122,851$52,708$13,177iApproximate average salary by contribution assumption: employee only about $329,425 at 4% or $219,617 at 6%; with 50% employer match about $219,617 at 4% or $146,411 at 6%; with 100% employer match about $164,713 at 4% or $109,808 at 6%.
JAMES S BOWER FOUNDATION-4$122,851$52,708$13,177iApproximate average salary by contribution assumption: employee only about $329,425 at 4% or $219,617 at 6%; with 50% employer match about $219,617 at 4% or $146,411 at 6%; with 100% employer match about $164,713 at 4% or $109,808 at 6%.
200814$63,604$61,590$15,398iApproximate average salary by contribution assumption: employee only about $384,938 at 4% or $256,625 at 6%; with 50% employer match about $256,625 at 4% or $171,083 at 6%; with 100% employer match about $192,469 at 4% or $128,313 at 6%.
JAMES S BOWER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-4$63,604$61,590$15,398iApproximate average salary by contribution assumption: employee only about $384,938 at 4% or $256,625 at 6%; with 50% employer match about $256,625 at 4% or $171,083 at 6%; with 100% employer match about $192,469 at 4% or $128,313 at 6%.
200714$92$92$23iApproximate average salary by contribution assumption: employee only about $575 at 4% or $383 at 6%; with 50% employer match about $383 at 4% or $256 at 6%; with 100% employer match about $288 at 4% or $192 at 6%.
JAMES S BOWER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-4$92$92$23iApproximate average salary by contribution assumption: employee only about $575 at 4% or $383 at 6%; with 50% employer match about $383 at 4% or $256 at 6%; with 100% employer match about $288 at 4% or $192 at 6%.