Civic Intelligence

Senior Planning Services

Plan context: Senior Planning Services 401K Profit Sharing Plan

EIN 77-0376916 • Santa Barbara, CA • 14 filings • 4 plans

402 E. Carrillo St., Suite CSanta Barbara, CA 93101-7469
Current Snapshot

Latest Year

2021

2021 Participants

27

2021 Assets

$846,917

2021 Contributions

$55,843

Historical Graphs

Total Assets Over Time

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

$1,010,909$505,455$0200820152021YearValue
$846,917Latest year 2021

Participants Over Time

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

68340200820152021YearValue
27Latest year 2021

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
2021127$846,917$55,843$2,068iApproximate average salary by contribution assumption: employee only about $51,706 at 4% or $34,471 at 6%; with 50% employer match about $34,471 at 4% or $22,981 at 6%; with 100% employer match about $25,853 at 4% or $17,235 at 6%.
Senior Planning Services 401K Profit Sharing Plan-27$846,917$55,843$2,068iApproximate average salary by contribution assumption: employee only about $51,706 at 4% or $34,471 at 6%; with 50% employer match about $34,471 at 4% or $22,981 at 6%; with 100% employer match about $25,853 at 4% or $17,235 at 6%.
2020125$728,052$50,542$2,022iApproximate average salary by contribution assumption: employee only about $50,542 at 4% or $33,695 at 6%; with 50% employer match about $33,695 at 4% or $22,463 at 6%; with 100% employer match about $25,271 at 4% or $16,847 at 6%.
Senior Planning Services 401K Profit Sharing Plan-25$728,052$50,542$2,022iApproximate average salary by contribution assumption: employee only about $50,542 at 4% or $33,695 at 6%; with 50% employer match about $33,695 at 4% or $22,463 at 6%; with 100% employer match about $25,271 at 4% or $16,847 at 6%.
2019125$605,371$48,768$1,951iApproximate average salary by contribution assumption: employee only about $48,768 at 4% or $32,512 at 6%; with 50% employer match about $32,512 at 4% or $21,675 at 6%; with 100% employer match about $24,384 at 4% or $16,256 at 6%.
Senior Planning Services 401K Profit Sharing Plan-25$605,371$48,768$1,951iApproximate average salary by contribution assumption: employee only about $48,768 at 4% or $32,512 at 6%; with 50% employer match about $32,512 at 4% or $21,675 at 6%; with 100% employer match about $24,384 at 4% or $16,256 at 6%.
2018123$500,498$52,852$2,298iApproximate average salary by contribution assumption: employee only about $57,448 at 4% or $38,299 at 6%; with 50% employer match about $38,299 at 4% or $25,532 at 6%; with 100% employer match about $28,724 at 4% or $19,149 at 6%.
Senior Planning Services 401K Profit Sharing Plan-23$500,498$52,852$2,298iApproximate average salary by contribution assumption: employee only about $57,448 at 4% or $38,299 at 6%; with 50% employer match about $38,299 at 4% or $25,532 at 6%; with 100% employer match about $28,724 at 4% or $19,149 at 6%.
2017124$531,797$34,730$1,447iApproximate average salary by contribution assumption: employee only about $36,177 at 4% or $24,118 at 6%; with 50% employer match about $24,118 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%.
Senior Planning Services 401K Profit Sharing Plan-24$531,797$34,730$1,447iApproximate average salary by contribution assumption: employee only about $36,177 at 4% or $24,118 at 6%; with 50% employer match about $24,118 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%.
2016124$632,169$68,486$2,854iApproximate average salary by contribution assumption: employee only about $71,340 at 4% or $47,560 at 6%; with 50% employer match about $47,560 at 4% or $31,706 at 6%; with 100% employer match about $35,670 at 4% or $23,780 at 6%.
Senior Planning Services 401K Profit Sharing Plan-24$632,169$68,486$2,854iApproximate average salary by contribution assumption: employee only about $71,340 at 4% or $47,560 at 6%; with 50% employer match about $47,560 at 4% or $31,706 at 6%; with 100% employer match about $35,670 at 4% or $23,780 at 6%.
2015123$820,838$62,336$2,710iApproximate average salary by contribution assumption: employee only about $67,757 at 4% or $45,171 at 6%; with 50% employer match about $45,171 at 4% or $30,114 at 6%; with 100% employer match about $33,878 at 4% or $22,586 at 6%.
Senior Planning Services 401K Profit Sharing Plan-23$820,838$62,336$2,710iApproximate average salary by contribution assumption: employee only about $67,757 at 4% or $45,171 at 6%; with 50% employer match about $45,171 at 4% or $30,114 at 6%; with 100% employer match about $33,878 at 4% or $22,586 at 6%.
2014125$1,010,909$69,904$2,796iApproximate average salary by contribution assumption: employee only about $69,904 at 4% or $46,603 at 6%; with 50% employer match about $46,603 at 4% or $31,068 at 6%; with 100% employer match about $34,952 at 4% or $23,301 at 6%.
Senior Planning Services 401K Profit Sharing Plan-25$1,010,909$69,904$2,796iApproximate average salary by contribution assumption: employee only about $69,904 at 4% or $46,603 at 6%; with 50% employer match about $46,603 at 4% or $31,068 at 6%; with 100% employer match about $34,952 at 4% or $23,301 at 6%.
2013123$945,047$74,975$3,260iApproximate average salary by contribution assumption: employee only about $81,495 at 4% or $54,330 at 6%; with 50% employer match about $54,330 at 4% or $36,220 at 6%; with 100% employer match about $40,747 at 4% or $27,165 at 6%.
Senior Planning Services 401K Profit Sharing Plan-23$945,047$74,975$3,260iApproximate average salary by contribution assumption: employee only about $81,495 at 4% or $54,330 at 6%; with 50% employer match about $54,330 at 4% or $36,220 at 6%; with 100% employer match about $40,747 at 4% or $27,165 at 6%.
2012125$773,121$96,460$3,858iApproximate average salary by contribution assumption: employee only about $96,460 at 4% or $64,307 at 6%; with 50% employer match about $64,307 at 4% or $42,871 at 6%; with 100% employer match about $48,230 at 4% or $32,153 at 6%.
Senior Planning Services 401K Profit Sharing Plan-25$773,121$96,460$3,858iApproximate average salary by contribution assumption: employee only about $96,460 at 4% or $64,307 at 6%; with 50% employer match about $64,307 at 4% or $42,871 at 6%; with 100% employer match about $48,230 at 4% or $32,153 at 6%.
2011125$670,072$110,873$4,435iApproximate average salary by contribution assumption: employee only about $110,873 at 4% or $73,915 at 6%; with 50% employer match about $73,915 at 4% or $49,277 at 6%; with 100% employer match about $55,437 at 4% or $36,958 at 6%.
Senior Planning Services 401K Profit Sharing Plan-25$670,072$110,873$4,435iApproximate average salary by contribution assumption: employee only about $110,873 at 4% or $73,915 at 6%; with 50% employer match about $73,915 at 4% or $49,277 at 6%; with 100% employer match about $55,437 at 4% or $36,958 at 6%.
2010163$688,484$92,478$1,468iApproximate average salary by contribution assumption: employee only about $36,698 at 4% or $24,465 at 6%; with 50% employer match about $24,465 at 4% or $16,310 at 6%; with 100% employer match about $18,349 at 4% or $12,233 at 6%.
Senior Planning Services 401K Profit Sharing Plan-63$688,484$92,478$1,468iApproximate average salary by contribution assumption: employee only about $36,698 at 4% or $24,465 at 6%; with 50% employer match about $24,465 at 4% or $16,310 at 6%; with 100% employer match about $18,349 at 4% or $12,233 at 6%.
2009168$539,365$156,885$2,307iApproximate average salary by contribution assumption: employee only about $57,678 at 4% or $38,452 at 6%; with 50% employer match about $38,452 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
Senior Planning Services 401K Profit Sharing Plan-68$539,365$156,885$2,307iApproximate average salary by contribution assumption: employee only about $57,678 at 4% or $38,452 at 6%; with 50% employer match about $38,452 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
2008163$345,369$432,536$6,866iApproximate average salary by contribution assumption: employee only about $171,641 at 4% or $114,428 at 6%; with 50% employer match about $114,428 at 4% or $76,285 at 6%; with 100% employer match about $85,821 at 4% or $57,214 at 6%.
Senior Planning Services 401K Profit Sharing Plan-63$345,369$432,536$6,866iApproximate average salary by contribution assumption: employee only about $171,641 at 4% or $114,428 at 6%; with 50% employer match about $114,428 at 4% or $76,285 at 6%; with 100% employer match about $85,821 at 4% or $57,214 at 6%.