Civic Intelligence

Paul J Orfalea

Plan context: Paul J Orfalea 401(K) Profit Sharing Plan & Trust

EIN 77-0420208 • Santa Barbara, CA • 9 filings • 2 plans

1910 E Valley RdSanta Barbara, CA 93108-1400
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$876,216

2024 Contributions

$167,067

Historical Graphs

Total Assets Over Time

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

$878,318$439,159$0201620202024YearValue
$876,216Latest year 2024

Participants Over Time

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

740201620202024YearValue
7Latest 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
202417$876,216$167,067$23,867iApproximate average salary by contribution assumption: employee only about $596,668 at 4% or $397,779 at 6%; with 50% employer match about $397,779 at 4% or $265,186 at 6%; with 100% employer match about $298,334 at 4% or $198,889 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-7$876,216$167,067$23,867iApproximate average salary by contribution assumption: employee only about $596,668 at 4% or $397,779 at 6%; with 50% employer match about $397,779 at 4% or $265,186 at 6%; with 100% employer match about $298,334 at 4% or $198,889 at 6%.
202317$620,919$151,850$21,693iApproximate average salary by contribution assumption: employee only about $542,321 at 4% or $361,548 at 6%; with 50% employer match about $361,548 at 4% or $241,032 at 6%; with 100% employer match about $271,161 at 4% or $180,774 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-7$620,919$151,850$21,693iApproximate average salary by contribution assumption: employee only about $542,321 at 4% or $361,548 at 6%; with 50% employer match about $361,548 at 4% or $241,032 at 6%; with 100% employer match about $271,161 at 4% or $180,774 at 6%.
202215$444,141$231,470$46,294iApproximate average salary by contribution assumption: employee only about $1,157,350 at 4% or $771,567 at 6%; with 50% employer match about $771,567 at 4% or $514,378 at 6%; with 100% employer match about $578,675 at 4% or $385,783 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$444,141$231,470$46,294iApproximate average salary by contribution assumption: employee only about $1,157,350 at 4% or $771,567 at 6%; with 50% employer match about $771,567 at 4% or $514,378 at 6%; with 100% employer match about $578,675 at 4% or $385,783 at 6%.
202115$878,318$174,544$34,909iApproximate average salary by contribution assumption: employee only about $872,720 at 4% or $581,813 at 6%; with 50% employer match about $581,813 at 4% or $387,876 at 6%; with 100% employer match about $436,360 at 4% or $290,907 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$878,318$174,544$34,909iApproximate average salary by contribution assumption: employee only about $872,720 at 4% or $581,813 at 6%; with 50% employer match about $581,813 at 4% or $387,876 at 6%; with 100% employer match about $436,360 at 4% or $290,907 at 6%.
202015$687,258$165,620$33,124iApproximate average salary by contribution assumption: employee only about $828,100 at 4% or $552,067 at 6%; with 50% employer match about $552,067 at 4% or $368,044 at 6%; with 100% employer match about $414,050 at 4% or $276,033 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$687,258$165,620$33,124iApproximate average salary by contribution assumption: employee only about $828,100 at 4% or $552,067 at 6%; with 50% employer match about $552,067 at 4% or $368,044 at 6%; with 100% employer match about $414,050 at 4% or $276,033 at 6%.
201915$496,181$162,020$32,404iApproximate average salary by contribution assumption: employee only about $810,100 at 4% or $540,067 at 6%; with 50% employer match about $540,067 at 4% or $360,044 at 6%; with 100% employer match about $405,050 at 4% or $270,033 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$496,181$162,020$32,404iApproximate average salary by contribution assumption: employee only about $810,100 at 4% or $540,067 at 6%; with 50% employer match about $540,067 at 4% or $360,044 at 6%; with 100% employer match about $405,050 at 4% or $270,033 at 6%.
201815$310,785$191,730$38,346iApproximate average salary by contribution assumption: employee only about $958,650 at 4% or $639,100 at 6%; with 50% employer match about $639,100 at 4% or $426,067 at 6%; with 100% employer match about $479,325 at 4% or $319,550 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$310,785$191,730$38,346iApproximate average salary by contribution assumption: employee only about $958,650 at 4% or $639,100 at 6%; with 50% employer match about $639,100 at 4% or $426,067 at 6%; with 100% employer match about $479,325 at 4% or $319,550 at 6%.
201715$300,995$151,880$30,376iApproximate average salary by contribution assumption: employee only about $759,400 at 4% or $506,267 at 6%; with 50% employer match about $506,267 at 4% or $337,511 at 6%; with 100% employer match about $379,700 at 4% or $253,133 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$300,995$151,880$30,376iApproximate average salary by contribution assumption: employee only about $759,400 at 4% or $506,267 at 6%; with 50% employer match about $506,267 at 4% or $337,511 at 6%; with 100% employer match about $379,700 at 4% or $253,133 at 6%.
201615$143,747$141,744$28,349iApproximate average salary by contribution assumption: employee only about $708,720 at 4% or $472,480 at 6%; with 50% employer match about $472,480 at 4% or $314,987 at 6%; with 100% employer match about $354,360 at 4% or $236,240 at 6%.
Paul J Orfalea 401(K) Profit Sharing Plan & Trust-5$143,747$141,744$28,349iApproximate average salary by contribution assumption: employee only about $708,720 at 4% or $472,480 at 6%; with 50% employer match about $472,480 at 4% or $314,987 at 6%; with 100% employer match about $354,360 at 4% or $236,240 at 6%.