Civic Intelligence

Platinum Insurance Marketing

Plan context: Platinum Insurance Marketing 401K Profit Sharing Plan

EIN 77-0347611 • Santa Barbara, CA • 32 filings • 3 plans

8 E. Arrellaga St.Santa Barbara, CA 93101
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,805,558

2020 Contributions

$67,231

Historical Graphs

Total Assets Over Time

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

$5,779,090$2,889,545$0199920112019YearValue
$1,805,558Latest year 2019

Participants Over Time

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

35180199920092019YearValue
3Latest year 2019

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
202010$0$0-
Platinum Insurance Marketing 401K Profit Sharing Plan-0$0$0-
201913$1,805,558$0-
Platinum Insurance Marketing 401K Profit Sharing Plan-3$1,805,558$0-
201817$3,588,134$67,231$9,604iApproximate average salary by contribution assumption: employee only about $240,111 at 4% or $160,074 at 6%; with 50% employer match about $160,074 at 4% or $106,716 at 6%; with 100% employer match about $120,055 at 4% or $80,037 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-7$3,588,134$67,231$9,604iApproximate average salary by contribution assumption: employee only about $240,111 at 4% or $160,074 at 6%; with 50% employer match about $160,074 at 4% or $106,716 at 6%; with 100% employer match about $120,055 at 4% or $80,037 at 6%.
201718$3,801,339$81,251$10,156iApproximate average salary by contribution assumption: employee only about $253,909 at 4% or $169,273 at 6%; with 50% employer match about $169,273 at 4% or $112,849 at 6%; with 100% employer match about $126,955 at 4% or $84,636 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-8$3,801,339$81,251$10,156iApproximate average salary by contribution assumption: employee only about $253,909 at 4% or $169,273 at 6%; with 50% employer match about $169,273 at 4% or $112,849 at 6%; with 100% employer match about $126,955 at 4% or $84,636 at 6%.
201619$3,315,847$68,438$7,604iApproximate average salary by contribution assumption: employee only about $190,106 at 4% or $126,737 at 6%; with 50% employer match about $126,737 at 4% or $84,491 at 6%; with 100% employer match about $95,053 at 4% or $63,369 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-9$3,315,847$68,438$7,604iApproximate average salary by contribution assumption: employee only about $190,106 at 4% or $126,737 at 6%; with 50% employer match about $126,737 at 4% or $84,491 at 6%; with 100% employer match about $95,053 at 4% or $63,369 at 6%.
201519$3,130,954$57,099$6,344iApproximate average salary by contribution assumption: employee only about $158,608 at 4% or $105,739 at 6%; with 50% employer match about $105,739 at 4% or $70,493 at 6%; with 100% employer match about $79,304 at 4% or $52,869 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-9$3,130,954$57,099$6,344iApproximate average salary by contribution assumption: employee only about $158,608 at 4% or $105,739 at 6%; with 50% employer match about $105,739 at 4% or $70,493 at 6%; with 100% employer match about $79,304 at 4% or $52,869 at 6%.
201418$3,076,836$79,996$10,000iApproximate average salary by contribution assumption: employee only about $249,988 at 4% or $166,658 at 6%; with 50% employer match about $166,658 at 4% or $111,106 at 6%; with 100% employer match about $124,994 at 4% or $83,329 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-8$3,076,836$79,996$10,000iApproximate average salary by contribution assumption: employee only about $249,988 at 4% or $166,658 at 6%; with 50% employer match about $166,658 at 4% or $111,106 at 6%; with 100% employer match about $124,994 at 4% or $83,329 at 6%.
201318$3,016,810$29,251$3,656iApproximate average salary by contribution assumption: employee only about $91,409 at 4% or $60,940 at 6%; with 50% employer match about $60,940 at 4% or $40,626 at 6%; with 100% employer match about $45,705 at 4% or $30,470 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-8$3,016,810$29,251$3,656iApproximate average salary by contribution assumption: employee only about $91,409 at 4% or $60,940 at 6%; with 50% employer match about $60,940 at 4% or $40,626 at 6%; with 100% employer match about $45,705 at 4% or $30,470 at 6%.
201218$2,862,522$122,113$15,264iApproximate average salary by contribution assumption: employee only about $381,603 at 4% or $254,402 at 6%; with 50% employer match about $254,402 at 4% or $169,601 at 6%; with 100% employer match about $190,802 at 4% or $127,201 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-8$2,862,522$122,113$15,264iApproximate average salary by contribution assumption: employee only about $381,603 at 4% or $254,402 at 6%; with 50% employer match about $254,402 at 4% or $169,601 at 6%; with 100% employer match about $190,802 at 4% or $127,201 at 6%.
201119$2,682,290$137,226$15,247iApproximate average salary by contribution assumption: employee only about $381,183 at 4% or $254,122 at 6%; with 50% employer match about $254,122 at 4% or $169,415 at 6%; with 100% employer match about $190,592 at 4% or $127,061 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-9$2,682,290$137,226$15,247iApproximate average salary by contribution assumption: employee only about $381,183 at 4% or $254,122 at 6%; with 50% employer match about $254,122 at 4% or $169,415 at 6%; with 100% employer match about $190,592 at 4% or $127,061 at 6%.
201029$2,562,412$130,315$14,479iApproximate average salary by contribution assumption: employee only about $361,986 at 4% or $241,324 at 6%; with 50% employer match about $241,324 at 4% or $160,883 at 6%; with 100% employer match about $180,993 at 4% or $120,662 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-9$2,562,412$130,315$14,479iApproximate average salary by contribution assumption: employee only about $361,986 at 4% or $241,324 at 6%; with 50% employer match about $241,324 at 4% or $160,883 at 6%; with 100% employer match about $180,993 at 4% or $120,662 at 6%.
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-0$0--
2009217$5,779,090$1,126,988$66,293iApproximate average salary by contribution assumption: employee only about $1,657,335 at 4% or $1,104,890 at 6%; with 50% employer match about $1,104,890 at 4% or $736,593 at 6%; with 100% employer match about $828,668 at 4% or $552,445 at 6%.
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-13$3,495,253$977,611$75,201iApproximate average salary by contribution assumption: employee only about $1,880,021 at 4% or $1,253,347 at 6%; with 50% employer match about $1,253,347 at 4% or $835,565 at 6%; with 100% employer match about $940,011 at 4% or $626,674 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-17$2,283,837$149,377$8,787iApproximate average salary by contribution assumption: employee only about $219,672 at 4% or $146,448 at 6%; with 50% employer match about $146,448 at 4% or $97,632 at 6%; with 100% employer match about $109,836 at 4% or $73,224 at 6%.
2008214$1,986,993$179,148$12,796iApproximate average salary by contribution assumption: employee only about $319,907 at 4% or $213,271 at 6%; with 50% employer match about $213,271 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-14$1,986,993$179,148$12,796iApproximate average salary by contribution assumption: employee only about $319,907 at 4% or $213,271 at 6%; with 50% employer match about $213,271 at 4% or $142,181 at 6%; with 100% employer match about $159,954 at 4% or $106,636 at 6%.
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-11---
2007217$0$0-
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-16---
Platinum Insurance Marketing 401K Profit Sharing Plan-17---
2006224$4,142,601$523,192$21,800iApproximate average salary by contribution assumption: employee only about $544,992 at 4% or $363,328 at 6%; with 50% employer match about $363,328 at 4% or $242,219 at 6%; with 100% employer match about $272,496 at 4% or $181,664 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-24$2,251,440$223,149$9,298iApproximate average salary by contribution assumption: employee only about $232,447 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,223 at 4% or $77,482 at 6%.
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-15$1,891,161$300,043$20,003iApproximate average salary by contribution assumption: employee only about $500,072 at 4% or $333,381 at 6%; with 50% employer match about $333,381 at 4% or $222,254 at 6%; with 100% employer match about $250,036 at 4% or $166,691 at 6%.
2005223$1,426,050$287,278$12,490iApproximate average salary by contribution assumption: employee only about $312,259 at 4% or $208,172 at 6%; with 50% employer match about $208,172 at 4% or $138,782 at 6%; with 100% employer match about $156,129 at 4% or $104,086 at 6%.
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-17$1,426,050$287,278$16,899iApproximate average salary by contribution assumption: employee only about $422,468 at 4% or $281,645 at 6%; with 50% employer match about $281,645 at 4% or $187,763 at 6%; with 100% employer match about $211,234 at 4% or $140,823 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-23---
2004235$2,940,892$499,529$14,272iApproximate average salary by contribution assumption: employee only about $356,806 at 4% or $237,871 at 6%; with 50% employer match about $237,871 at 4% or $158,581 at 6%; with 100% employer match about $178,403 at 4% or $118,935 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-35$1,832,020$225,107$6,432iApproximate average salary by contribution assumption: employee only about $160,791 at 4% or $107,194 at 6%; with 50% employer match about $107,194 at 4% or $71,463 at 6%; with 100% employer match about $80,395 at 4% or $53,597 at 6%.
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-16$1,108,872$274,422$17,151iApproximate average salary by contribution assumption: employee only about $428,784 at 4% or $285,856 at 6%; with 50% employer match about $285,856 at 4% or $190,571 at 6%; with 100% employer match about $214,392 at 4% or $142,928 at 6%.
2003227$0$0-
Platinum Insurance Marketing 401K Profit Sharing Plan-27---
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-9---
2002224$0$0-
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-8---
Platinum Insurance Marketing 401K Profit Sharing Plan-24---
2001217$0$0-
PLATINUM INSURANCE MARKETING DEFINED BENEFIT PENSION PLAN-17---
Platinum Insurance Marketing 401K Profit Sharing Plan-17---
2000111$1,294,019$121,038$11,003iApproximate average salary by contribution assumption: employee only about $275,086 at 4% or $183,391 at 6%; with 50% employer match about $183,391 at 4% or $122,261 at 6%; with 100% employer match about $137,543 at 4% or $91,695 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-11$1,294,019$121,038$11,003iApproximate average salary by contribution assumption: employee only about $275,086 at 4% or $183,391 at 6%; with 50% employer match about $183,391 at 4% or $122,261 at 6%; with 100% employer match about $137,543 at 4% or $91,695 at 6%.
1999112$1,251,912$96,838$8,070iApproximate average salary by contribution assumption: employee only about $201,746 at 4% or $134,497 at 6%; with 50% employer match about $134,497 at 4% or $89,665 at 6%; with 100% employer match about $100,873 at 4% or $67,249 at 6%.
Platinum Insurance Marketing 401K Profit Sharing Plan-12$1,251,912$96,838$8,070iApproximate average salary by contribution assumption: employee only about $201,746 at 4% or $134,497 at 6%; with 50% employer match about $134,497 at 4% or $89,665 at 6%; with 100% employer match about $100,873 at 4% or $67,249 at 6%.