SANTA LUCIA CONSERVANCY
Plan context: SANTA LUCIA CONSERVANCY 401(K) PROFIT SHARING PLAN & TRUST
EIN 77-0411485 • Carmel, CA • 21 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
31
2023 Assets
$873,574
2023 Contributions
$123,223
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 31 | $873,574 | $123,223 | $3,975iApproximate average salary by contribution assumption: employee only about $99,373 at 4% or $66,249 at 6%; with 50% employer match about $66,249 at 4% or $44,166 at 6%; with 100% employer match about $49,687 at 4% or $33,124 at 6%. |
| SANTA LUCIA CONSERVANCY 401(K) PROFIT SHARING PLAN & TRUST | - | 31 | $873,574 | $123,223 | $3,975iApproximate average salary by contribution assumption: employee only about $99,373 at 4% or $66,249 at 6%; with 50% employer match about $66,249 at 4% or $44,166 at 6%; with 100% employer match about $49,687 at 4% or $33,124 at 6%. |
| 2020 | 1 | 18 | $470,629 | $97,917 | $5,440iApproximate average salary by contribution assumption: employee only about $135,996 at 4% or $90,664 at 6%; with 50% employer match about $90,664 at 4% or $60,443 at 6%; with 100% employer match about $67,998 at 4% or $45,332 at 6%. |
| SANTA LUCIA CONSERVANCY 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $470,629 | $97,917 | $5,440iApproximate average salary by contribution assumption: employee only about $135,996 at 4% or $90,664 at 6%; with 50% employer match about $90,664 at 4% or $60,443 at 6%; with 100% employer match about $67,998 at 4% or $45,332 at 6%. |
| 2019 | 1 | 16 | $360,277 | $60,790 | $3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%. |
| SANTA LUCIA CONSERVANCY 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $360,277 | $60,790 | $3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%. |
| 2018 | 1 | 13 | $245,652 | $47,395 | $3,646iApproximate average salary by contribution assumption: employee only about $91,144 at 4% or $60,763 at 6%; with 50% employer match about $60,763 at 4% or $40,509 at 6%; with 100% employer match about $45,572 at 4% or $30,381 at 6%. |
| SANTA LUCIA CONSERVANCY 401 K PROFIT SHARING PLAN TRUST | - | 13 | $245,652 | $47,395 | $3,646iApproximate average salary by contribution assumption: employee only about $91,144 at 4% or $60,763 at 6%; with 50% employer match about $60,763 at 4% or $40,509 at 6%; with 100% employer match about $45,572 at 4% or $30,381 at 6%. |
| 2017 | 1 | 8 | $292,762 | $62,150 | $7,769iApproximate average salary by contribution assumption: employee only about $194,219 at 4% or $129,479 at 6%; with 50% employer match about $129,479 at 4% or $86,319 at 6%; with 100% employer match about $97,109 at 4% or $64,740 at 6%. |
| SANTA LUCIA CONSERVANCY 401 K PROFIT SHARING PLAN TRUST | - | 8 | $292,762 | $62,150 | $7,769iApproximate average salary by contribution assumption: employee only about $194,219 at 4% or $129,479 at 6%; with 50% employer match about $129,479 at 4% or $86,319 at 6%; with 100% employer match about $97,109 at 4% or $64,740 at 6%. |
| 2016 | 1 | 8 | $186,313 | $60,126 | $7,516iApproximate average salary by contribution assumption: employee only about $187,894 at 4% or $125,263 at 6%; with 50% employer match about $125,263 at 4% or $83,508 at 6%; with 100% employer match about $93,947 at 4% or $62,631 at 6%. |
| SANTA LUCIA CONSERVANCY 401 K PROFIT SHARING PLAN TRUST | - | 8 | $186,313 | $60,126 | $7,516iApproximate average salary by contribution assumption: employee only about $187,894 at 4% or $125,263 at 6%; with 50% employer match about $125,263 at 4% or $83,508 at 6%; with 100% employer match about $93,947 at 4% or $62,631 at 6%. |
| 2015 | 1 | 7 | $187,476 | $189,734 | $27,105iApproximate average salary by contribution assumption: employee only about $677,621 at 4% or $451,748 at 6%; with 50% employer match about $451,748 at 4% or $301,165 at 6%; with 100% employer match about $338,811 at 4% or $225,874 at 6%. |
| SANTA LUCIA CONSERVANCY 401 K PROFIT SHARING PLAN TRUST | - | 7 | $187,476 | $189,734 | $27,105iApproximate average salary by contribution assumption: employee only about $677,621 at 4% or $451,748 at 6%; with 50% employer match about $451,748 at 4% or $301,165 at 6%; with 100% employer match about $338,811 at 4% or $225,874 at 6%. |
| 2014 | 1 | 5 | $177,170 | $41,600 | $8,320iApproximate average salary by contribution assumption: employee only about $208,000 at 4% or $138,667 at 6%; with 50% employer match about $138,667 at 4% or $92,444 at 6%; with 100% employer match about $104,000 at 4% or $69,333 at 6%. |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 5 | $177,170 | $41,600 | $8,320iApproximate average salary by contribution assumption: employee only about $208,000 at 4% or $138,667 at 6%; with 50% employer match about $138,667 at 4% or $92,444 at 6%; with 100% employer match about $104,000 at 4% or $69,333 at 6%. |
| 2013 | 1 | 5 | $297,970 | $38,405 | $7,681iApproximate average salary by contribution assumption: employee only about $192,025 at 4% or $128,017 at 6%; with 50% employer match about $128,017 at 4% or $85,344 at 6%; with 100% employer match about $96,013 at 4% or $64,008 at 6%. |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 5 | $297,970 | $38,405 | $7,681iApproximate average salary by contribution assumption: employee only about $192,025 at 4% or $128,017 at 6%; with 50% employer match about $128,017 at 4% or $85,344 at 6%; with 100% employer match about $96,013 at 4% or $64,008 at 6%. |
| 2012 | 1 | 5 | $226,397 | $34,355 | $6,871iApproximate average salary by contribution assumption: employee only about $171,775 at 4% or $114,517 at 6%; with 50% employer match about $114,517 at 4% or $76,344 at 6%; with 100% employer match about $85,888 at 4% or $57,258 at 6%. |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 5 | $226,397 | $34,355 | $6,871iApproximate average salary by contribution assumption: employee only about $171,775 at 4% or $114,517 at 6%; with 50% employer match about $114,517 at 4% or $76,344 at 6%; with 100% employer match about $85,888 at 4% or $57,258 at 6%. |
| 2011 | 1 | 5 | $203,595 | $26,506 | $5,301iApproximate average salary by contribution assumption: employee only about $132,530 at 4% or $88,353 at 6%; with 50% employer match about $88,353 at 4% or $58,902 at 6%; with 100% employer match about $66,265 at 4% or $44,177 at 6%. |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 5 | $203,595 | $26,506 | $5,301iApproximate average salary by contribution assumption: employee only about $132,530 at 4% or $88,353 at 6%; with 50% employer match about $88,353 at 4% or $58,902 at 6%; with 100% employer match about $66,265 at 4% or $44,177 at 6%. |
| 2010 | 1 | 5 | $212,812 | $35,100 | $7,020iApproximate average salary by contribution assumption: employee only about $175,500 at 4% or $117,000 at 6%; with 50% employer match about $117,000 at 4% or $78,000 at 6%; with 100% employer match about $87,750 at 4% or $58,500 at 6%. |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 5 | $212,812 | $35,100 | $7,020iApproximate average salary by contribution assumption: employee only about $175,500 at 4% or $117,000 at 6%; with 50% employer match about $117,000 at 4% or $78,000 at 6%; with 100% employer match about $87,750 at 4% or $58,500 at 6%. |
| 2009 | 1 | 5 | $185,131 | $33,684 | $6,737iApproximate average salary by contribution assumption: employee only about $168,420 at 4% or $112,280 at 6%; with 50% employer match about $112,280 at 4% or $74,853 at 6%; with 100% employer match about $84,210 at 4% or $56,140 at 6%. |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 5 | $185,131 | $33,684 | $6,737iApproximate average salary by contribution assumption: employee only about $168,420 at 4% or $112,280 at 6%; with 50% employer match about $112,280 at 4% or $74,853 at 6%; with 100% employer match about $84,210 at 4% or $56,140 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| SANTA LUCIA CONSERVANCY RETIREMENT PLAN | - | 0 | - | - | - |