Civic Intelligence

Protective Financial and Insurance Services Inc.

Plan context: Pfis Defined Benefit Pension Plan

EIN 77-0369608 • Santa Barbara, CA • 49 filings • 6 plans

322 N. Nopal StreetSanta Barbara, CA 93103
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,949,839

2023 Contributions

$91,797

Historical Graphs

Total Assets Over Time

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

$7,531,189$3,765,595$0199920132023YearValue
$1,949,839Latest year 2023

Participants Over Time

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

1470199920112023YearValue
3Latest year 2023

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
202313$1,949,839$0-
Pfis Defined Benefit Pension Plan-3$1,949,839--
2022210$4,244,219$91,797$9,180iApproximate average salary by contribution assumption: employee only about $229,493 at 4% or $152,995 at 6%; with 50% employer match about $152,995 at 4% or $101,997 at 6%; with 100% employer match about $114,746 at 4% or $76,498 at 6%.
Pfis 401K Profit Sharing Plan-10$2,148,642$91,797$9,180iApproximate average salary by contribution assumption: employee only about $229,493 at 4% or $152,995 at 6%; with 50% employer match about $152,995 at 4% or $101,997 at 6%; with 100% employer match about $114,746 at 4% or $76,498 at 6%.
Pfis Defined Benefit Pension Plan-4$2,095,577--
202129$4,670,289$87,383$9,709iApproximate average salary by contribution assumption: employee only about $242,731 at 4% or $161,820 at 6%; with 50% employer match about $161,820 at 4% or $107,880 at 6%; with 100% employer match about $121,365 at 4% or $80,910 at 6%.
Pfis Defined Benefit Pension Plan-4$2,613,444--
Pfis 401K Profit Sharing Plan-9$2,056,845$87,383$9,709iApproximate average salary by contribution assumption: employee only about $242,731 at 4% or $161,820 at 6%; with 50% employer match about $161,820 at 4% or $107,880 at 6%; with 100% employer match about $121,365 at 4% or $80,910 at 6%.
202029$4,046,793$124,779$13,864iApproximate average salary by contribution assumption: employee only about $346,608 at 4% or $231,072 at 6%; with 50% employer match about $231,072 at 4% or $154,048 at 6%; with 100% employer match about $173,304 at 4% or $115,536 at 6%.
Pfis Defined Benefit Pension Plan-4$2,228,113--
Pfis 401K Profit Sharing Plan-9$1,818,680$124,779$13,864iApproximate average salary by contribution assumption: employee only about $346,608 at 4% or $231,072 at 6%; with 50% employer match about $231,072 at 4% or $154,048 at 6%; with 100% employer match about $173,304 at 4% or $115,536 at 6%.
2019210$3,396,498$130,550$13,055iApproximate average salary by contribution assumption: employee only about $326,375 at 4% or $217,583 at 6%; with 50% employer match about $217,583 at 4% or $145,056 at 6%; with 100% employer match about $163,188 at 4% or $108,792 at 6%.
Pfis Defined Benefit Pension Plan-4$1,912,263--
Pfis 401K Profit Sharing Plan-10$1,484,235$130,550$13,055iApproximate average salary by contribution assumption: employee only about $326,375 at 4% or $217,583 at 6%; with 50% employer match about $217,583 at 4% or $145,056 at 6%; with 100% employer match about $163,188 at 4% or $108,792 at 6%.
201829$7,531,189$110,622$12,291iApproximate average salary by contribution assumption: employee only about $307,283 at 4% or $204,856 at 6%; with 50% employer match about $204,856 at 4% or $136,570 at 6%; with 100% employer match about $153,642 at 4% or $102,428 at 6%.
Pfis 401K Profit Sharing Plan-9$5,331,741$110,622$12,291iApproximate average salary by contribution assumption: employee only about $307,283 at 4% or $204,856 at 6%; with 50% employer match about $204,856 at 4% or $136,570 at 6%; with 100% employer match about $153,642 at 4% or $102,428 at 6%.
Pfis Defined Benefit Pension Plan-4$2,199,448--
201728$6,893,374$42,300$5,288iApproximate average salary by contribution assumption: employee only about $132,188 at 4% or $88,125 at 6%; with 50% employer match about $88,125 at 4% or $58,750 at 6%; with 100% employer match about $66,094 at 4% or $44,063 at 6%.
Pfis 401K Profit Sharing Plan-8$4,365,545$42,300$5,288iApproximate average salary by contribution assumption: employee only about $132,188 at 4% or $88,125 at 6%; with 50% employer match about $88,125 at 4% or $58,750 at 6%; with 100% employer match about $66,094 at 4% or $44,063 at 6%.
Pfis Defined Benefit Pension Plan-4$2,527,829--
201629$6,123,554$39,200$4,356iApproximate average salary by contribution assumption: employee only about $108,889 at 4% or $72,593 at 6%; with 50% employer match about $72,593 at 4% or $48,395 at 6%; with 100% employer match about $54,444 at 4% or $36,296 at 6%.
Pfis 401K Profit Sharing Plan-9$3,834,743$39,200$4,356iApproximate average salary by contribution assumption: employee only about $108,889 at 4% or $72,593 at 6%; with 50% employer match about $72,593 at 4% or $48,395 at 6%; with 100% employer match about $54,444 at 4% or $36,296 at 6%.
Pfis Defined Benefit Pension Plan-4$2,288,811--
201528$5,224,702$95,947$11,993iApproximate average salary by contribution assumption: employee only about $299,834 at 4% or $199,890 at 6%; with 50% employer match about $199,890 at 4% or $133,260 at 6%; with 100% employer match about $149,917 at 4% or $99,945 at 6%.
Pfis 401K Profit Sharing Plan-8$3,346,659$95,947$11,993iApproximate average salary by contribution assumption: employee only about $299,834 at 4% or $199,890 at 6%; with 50% employer match about $199,890 at 4% or $133,260 at 6%; with 100% employer match about $149,917 at 4% or $99,945 at 6%.
Pfis Defined Benefit Pension Plan-4$1,878,043--
201429$4,926,931$53,403$5,934iApproximate average salary by contribution assumption: employee only about $148,342 at 4% or $98,894 at 6%; with 50% employer match about $98,894 at 4% or $65,930 at 6%; with 100% employer match about $74,171 at 4% or $49,447 at 6%.
Pfis 401K Profit Sharing Plan-9$3,290,519$53,403$5,934iApproximate average salary by contribution assumption: employee only about $148,342 at 4% or $98,894 at 6%; with 50% employer match about $98,894 at 4% or $65,930 at 6%; with 100% employer match about $74,171 at 4% or $49,447 at 6%.
Pfis Defined Benefit Pension Plan-3$1,636,412--
201329$4,658,192$35,806$3,978iApproximate average salary by contribution assumption: employee only about $99,461 at 4% or $66,307 at 6%; with 50% employer match about $66,307 at 4% or $44,205 at 6%; with 100% employer match about $49,731 at 4% or $33,154 at 6%.
Pfis 401K Profit Sharing Plan-9$3,275,536$35,806$3,978iApproximate average salary by contribution assumption: employee only about $99,461 at 4% or $66,307 at 6%; with 50% employer match about $66,307 at 4% or $44,205 at 6%; with 100% employer match about $49,731 at 4% or $33,154 at 6%.
Pfis Defined Benefit Pension Plan-1$1,382,656--
201229$4,838,136$669,301$74,367iApproximate average salary by contribution assumption: employee only about $1,859,169 at 4% or $1,239,446 at 6%; with 50% employer match about $1,239,446 at 4% or $826,298 at 6%; with 100% employer match about $929,585 at 4% or $619,723 at 6%.
Pfis 401K Profit Sharing Plan-9$3,305,693$65,838$7,315iApproximate average salary by contribution assumption: employee only about $182,883 at 4% or $121,922 at 6%; with 50% employer match about $121,922 at 4% or $81,281 at 6%; with 100% employer match about $91,442 at 4% or $60,961 at 6%.
Pfis Defined Benefit Pension Plan-3$1,532,443$603,463$201,154iApproximate average salary by contribution assumption: employee only about $5,028,858 at 4% or $3,352,572 at 6%; with 50% employer match about $3,352,572 at 4% or $2,235,048 at 6%; with 100% employer match about $2,514,429 at 4% or $1,676,286 at 6%.
2011211$3,497,594$321,477$29,225iApproximate average salary by contribution assumption: employee only about $730,630 at 4% or $487,086 at 6%; with 50% employer match about $487,086 at 4% or $324,724 at 6%; with 100% employer match about $365,315 at 4% or $243,543 at 6%.
Pfis 401K Profit Sharing Plan-9$2,331,405$71,477$7,942iApproximate average salary by contribution assumption: employee only about $198,547 at 4% or $132,365 at 6%; with 50% employer match about $132,365 at 4% or $88,243 at 6%; with 100% employer match about $99,274 at 4% or $66,182 at 6%.
Pfis Defined Benefit Pension Plan-11$1,166,189$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
201029$2,788,538$69,994$7,777iApproximate average salary by contribution assumption: employee only about $194,428 at 4% or $129,619 at 6%; with 50% employer match about $129,619 at 4% or $86,412 at 6%; with 100% employer match about $97,214 at 4% or $64,809 at 6%.
Pfis 401K Profit Sharing Plan-9$1,801,254$48,187$5,354iApproximate average salary by contribution assumption: employee only about $133,853 at 4% or $89,235 at 6%; with 50% employer match about $89,235 at 4% or $59,490 at 6%; with 100% employer match about $66,926 at 4% or $44,618 at 6%.
Pfis Defined Benefit Pension Plan-8$987,284$21,807$2,726iApproximate average salary by contribution assumption: employee only about $68,147 at 4% or $45,431 at 6%; with 50% employer match about $45,431 at 4% or $30,288 at 6%; with 100% employer match about $34,073 at 4% or $22,716 at 6%.
2009213$2,004,300$14,401$1,108iApproximate average salary by contribution assumption: employee only about $27,694 at 4% or $18,463 at 6%; with 50% employer match about $18,463 at 4% or $12,309 at 6%; with 100% employer match about $13,847 at 4% or $9,231 at 6%.
Pfis 401K Profit Sharing Plan-13$1,163,081$14,401$1,108iApproximate average salary by contribution assumption: employee only about $27,694 at 4% or $18,463 at 6%; with 50% employer match about $18,463 at 4% or $12,309 at 6%; with 100% employer match about $13,847 at 4% or $9,231 at 6%.
Pfis Defined Benefit Pension Plan-8$841,219--
200828$0$0-
Pfis 401K Profit Sharing Plan-8---
Pfis Defined Benefit Pension Plan-8---
200726$0$0-
Pfis Defined Benefit Pension Plan-6---
Pfis 401K Profit Sharing Plan-6---
2006213$2,783,566$205,741$15,826iApproximate average salary by contribution assumption: employee only about $395,656 at 4% or $263,771 at 6%; with 50% employer match about $263,771 at 4% or $175,847 at 6%; with 100% employer match about $197,828 at 4% or $131,885 at 6%.
Pfis 401K Profit Sharing Plan-13$1,813,814$163,815$12,601iApproximate average salary by contribution assumption: employee only about $315,029 at 4% or $210,019 at 6%; with 50% employer match about $210,019 at 4% or $140,013 at 6%; with 100% employer match about $157,514 at 4% or $105,010 at 6%.
Pfis Defined Benefit Pension Plan-12$969,752$41,926$3,494iApproximate average salary by contribution assumption: employee only about $87,346 at 4% or $58,231 at 6%; with 50% employer match about $58,231 at 4% or $38,820 at 6%; with 100% employer match about $43,673 at 4% or $29,115 at 6%.
2005212$2,542,737$220,585$18,382iApproximate average salary by contribution assumption: employee only about $459,552 at 4% or $306,368 at 6%; with 50% employer match about $306,368 at 4% or $204,245 at 6%; with 100% employer match about $229,776 at 4% or $153,184 at 6%.
Pfis 401K Profit Sharing Plan-12$1,615,997$132,922$11,077iApproximate average salary by contribution assumption: employee only about $276,921 at 4% or $184,614 at 6%; with 50% employer match about $184,614 at 4% or $123,076 at 6%; with 100% employer match about $138,460 at 4% or $92,307 at 6%.
Pfis Defined Benefit Pension Plan-7$926,740$87,663$12,523iApproximate average salary by contribution assumption: employee only about $313,082 at 4% or $208,721 at 6%; with 50% employer match about $208,721 at 4% or $139,148 at 6%; with 100% employer match about $156,541 at 4% or $104,361 at 6%.
2004212$2,150,943$165,754$13,813iApproximate average salary by contribution assumption: employee only about $345,321 at 4% or $230,214 at 6%; with 50% employer match about $230,214 at 4% or $153,476 at 6%; with 100% employer match about $172,660 at 4% or $115,107 at 6%.
Pfis 401K Profit Sharing Plan-12$1,414,949$92,006$7,667iApproximate average salary by contribution assumption: employee only about $191,679 at 4% or $127,786 at 6%; with 50% employer match about $127,786 at 4% or $85,191 at 6%; with 100% employer match about $95,840 at 4% or $63,893 at 6%.
Pfis Defined Benefit Pension Plan-5$735,994$73,748$14,750iApproximate average salary by contribution assumption: employee only about $368,740 at 4% or $245,827 at 6%; with 50% employer match about $245,827 at 4% or $163,884 at 6%; with 100% employer match about $184,370 at 4% or $122,913 at 6%.
2003211$1,333,370$51,147$4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%.
Pfis 401K Profit Sharing Plan-11$1,333,370$51,147$4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%.
Pfis Defined Benefit Pension Plan-0---
2002214$0$0-
Pfis 401K Profit Sharing Plan-14---
Pfis Defined Benefit Pension Plan-6---
2001214$0$0-
Pfis Defined Benefit Pension Plan-9---
Pfis 401K Profit Sharing Plan-14---
2000211$759,975$37,125$3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%.
Pfis 401K Profit Sharing Plan-11$759,975$37,125$3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%.
Pfis Defined Benefit Pension Plan-8---
1999211$908,098$530,901$48,264iApproximate average salary by contribution assumption: employee only about $1,206,593 at 4% or $804,395 at 6%; with 50% employer match about $804,395 at 4% or $536,264 at 6%; with 100% employer match about $603,297 at 4% or $402,198 at 6%.
Pfis 401K Profit Sharing Plan-11$795,932$476,276$43,298iApproximate average salary by contribution assumption: employee only about $1,082,445 at 4% or $721,630 at 6%; with 50% employer match about $721,630 at 4% or $481,087 at 6%; with 100% employer match about $541,223 at 4% or $360,815 at 6%.
Pfis Defined Benefit Pension Plan-9$112,166$54,625$6,069iApproximate average salary by contribution assumption: employee only about $151,736 at 4% or $101,157 at 6%; with 50% employer match about $101,157 at 4% or $67,438 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%.