Civic Intelligence
Filing

Padre Associates Inc. Profit Sharing Plan

Padres Associates Inc. • EIN 77-0444582 • Ventura, CA • Plan year 1999

Company ProfileSource Archive
1861 Knoll DriveVentura, CA 93003
Filing Insights

Participants

Up

11 → 16

5 • 45.45%

Assets

Up

$105,387 → $236,595

$131,208 • 124.50%

Investment Management Fee

-

Admin expenses - • Total expenses $52

Filing Details

Context
Net investment result
$131,208

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241105$25,494,056$1,263,561$12,034iApproximate average salary by contribution assumption: employee only about $300,848 at 4% or $200,565 at 6%; with 50% employer match about $200,565 at 4% or $133,710 at 6%; with 100% employer match about $150,424 at 4% or $100,283 at 6%.
Padre Associates Inc. Profit Sharing Plan-105$25,494,056$1,263,561$12,034iApproximate average salary by contribution assumption: employee only about $300,848 at 4% or $200,565 at 6%; with 50% employer match about $200,565 at 4% or $133,710 at 6%; with 100% employer match about $150,424 at 4% or $100,283 at 6%.
20231104$22,470,529$1,350,595$12,986iApproximate average salary by contribution assumption: employee only about $324,662 at 4% or $216,442 at 6%; with 50% employer match about $216,442 at 4% or $144,294 at 6%; with 100% employer match about $162,331 at 4% or $108,221 at 6%.
Padre Associates Inc. Profit Sharing Plan-104$22,470,529$1,350,595$12,986iApproximate average salary by contribution assumption: employee only about $324,662 at 4% or $216,442 at 6%; with 50% employer match about $216,442 at 4% or $144,294 at 6%; with 100% employer match about $162,331 at 4% or $108,221 at 6%.
2022195$18,945,656$1,047,438$11,026iApproximate average salary by contribution assumption: employee only about $275,642 at 4% or $183,761 at 6%; with 50% employer match about $183,761 at 4% or $122,507 at 6%; with 100% employer match about $137,821 at 4% or $91,881 at 6%.
Padre Associates Inc. Profit Sharing Plan-95$18,945,656$1,047,438$11,026iApproximate average salary by contribution assumption: employee only about $275,642 at 4% or $183,761 at 6%; with 50% employer match about $183,761 at 4% or $122,507 at 6%; with 100% employer match about $137,821 at 4% or $91,881 at 6%.
2021194$21,710,550$1,002,813$10,668iApproximate average salary by contribution assumption: employee only about $266,706 at 4% or $177,804 at 6%; with 50% employer match about $177,804 at 4% or $118,536 at 6%; with 100% employer match about $133,353 at 4% or $88,902 at 6%.
Padre Associates Inc. Profit Sharing Plan-94$21,710,550$1,002,813$10,668iApproximate average salary by contribution assumption: employee only about $266,706 at 4% or $177,804 at 6%; with 50% employer match about $177,804 at 4% or $118,536 at 6%; with 100% employer match about $133,353 at 4% or $88,902 at 6%.
2020194$18,500,252$965,023$10,266iApproximate average salary by contribution assumption: employee only about $256,655 at 4% or $171,103 at 6%; with 50% employer match about $171,103 at 4% or $114,069 at 6%; with 100% employer match about $128,328 at 4% or $85,552 at 6%.
Padre Associates Inc. Profit Sharing Plan-94$18,500,252$965,023$10,266iApproximate average salary by contribution assumption: employee only about $256,655 at 4% or $171,103 at 6%; with 50% employer match about $171,103 at 4% or $114,069 at 6%; with 100% employer match about $128,328 at 4% or $85,552 at 6%.
20191106$17,223,262$789,620$7,449iApproximate average salary by contribution assumption: employee only about $186,231 at 4% or $124,154 at 6%; with 50% employer match about $124,154 at 4% or $82,769 at 6%; with 100% employer match about $93,116 at 4% or $62,077 at 6%.
Padre Associates Inc. Profit Sharing Plan-106$17,223,262$789,620$7,449iApproximate average salary by contribution assumption: employee only about $186,231 at 4% or $124,154 at 6%; with 50% employer match about $124,154 at 4% or $82,769 at 6%; with 100% employer match about $93,116 at 4% or $62,077 at 6%.
20181109$14,719,735$975,125$8,946iApproximate average salary by contribution assumption: employee only about $223,653 at 4% or $149,102 at 6%; with 50% employer match about $149,102 at 4% or $99,401 at 6%; with 100% employer match about $111,826 at 4% or $74,551 at 6%.
Padre Associates Inc. Profit Sharing Plan-109$14,719,735$975,125$8,946iApproximate average salary by contribution assumption: employee only about $223,653 at 4% or $149,102 at 6%; with 50% employer match about $149,102 at 4% or $99,401 at 6%; with 100% employer match about $111,826 at 4% or $74,551 at 6%.
20171105$15,852,798$1,493,942$14,228iApproximate average salary by contribution assumption: employee only about $355,700 at 4% or $237,134 at 6%; with 50% employer match about $237,134 at 4% or $158,089 at 6%; with 100% employer match about $177,850 at 4% or $118,567 at 6%.
Padre Associates Inc. Profit Sharing Plan-105$15,852,798$1,493,942$14,228iApproximate average salary by contribution assumption: employee only about $355,700 at 4% or $237,134 at 6%; with 50% employer match about $237,134 at 4% or $158,089 at 6%; with 100% employer match about $177,850 at 4% or $118,567 at 6%.
20161106$12,619,706$976,805$9,215iApproximate average salary by contribution assumption: employee only about $230,379 at 4% or $153,586 at 6%; with 50% employer match about $153,586 at 4% or $102,390 at 6%; with 100% employer match about $115,189 at 4% or $76,793 at 6%.
Padre Associates Inc. Profit Sharing Plan-106$12,619,706$976,805$9,215iApproximate average salary by contribution assumption: employee only about $230,379 at 4% or $153,586 at 6%; with 50% employer match about $153,586 at 4% or $102,390 at 6%; with 100% employer match about $115,189 at 4% or $76,793 at 6%.
20151107$11,128,428$1,244,398$11,630iApproximate average salary by contribution assumption: employee only about $290,747 at 4% or $193,831 at 6%; with 50% employer match about $193,831 at 4% or $129,221 at 6%; with 100% employer match about $145,374 at 4% or $96,916 at 6%.
Padre Associates Inc. Profit Sharing Plan-107$11,128,428$1,244,398$11,630iApproximate average salary by contribution assumption: employee only about $290,747 at 4% or $193,831 at 6%; with 50% employer match about $193,831 at 4% or $129,221 at 6%; with 100% employer match about $145,374 at 4% or $96,916 at 6%.
20141106$12,132,418$1,619,343$15,277iApproximate average salary by contribution assumption: employee only about $381,921 at 4% or $254,614 at 6%; with 50% employer match about $254,614 at 4% or $169,742 at 6%; with 100% employer match about $190,960 at 4% or $127,307 at 6%.
Padre Associates Inc. Profit Sharing Plan-106$12,132,418$1,619,343$15,277iApproximate average salary by contribution assumption: employee only about $381,921 at 4% or $254,614 at 6%; with 50% employer match about $254,614 at 4% or $169,742 at 6%; with 100% employer match about $190,960 at 4% or $127,307 at 6%.
2013198$10,467,866$1,208,665$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,555 at 6%; with 50% employer match about $205,555 at 4% or $137,037 at 6%; with 100% employer match about $154,166 at 4% or $102,778 at 6%.
Padre Associates Inc. Profit Sharing Plan-98$10,467,866$1,208,665$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,555 at 6%; with 50% employer match about $205,555 at 4% or $137,037 at 6%; with 100% employer match about $154,166 at 4% or $102,778 at 6%.
2012186$8,008,409$1,387,341$16,132iApproximate average salary by contribution assumption: employee only about $403,297 at 4% or $268,865 at 6%; with 50% employer match about $268,865 at 4% or $179,243 at 6%; with 100% employer match about $201,648 at 4% or $134,432 at 6%.
Padre Associates Inc. Profit Sharing Plan-86$8,008,409$1,387,341$16,132iApproximate average salary by contribution assumption: employee only about $403,297 at 4% or $268,865 at 6%; with 50% employer match about $268,865 at 4% or $179,243 at 6%; with 100% employer match about $201,648 at 4% or $134,432 at 6%.
2011179$6,073,992$1,134,506$14,361iApproximate average salary by contribution assumption: employee only about $359,021 at 4% or $239,347 at 6%; with 50% employer match about $239,347 at 4% or $159,565 at 6%; with 100% employer match about $179,510 at 4% or $119,674 at 6%.
Padre Associates Inc. Profit Sharing Plan-79$6,073,992$1,134,506$14,361iApproximate average salary by contribution assumption: employee only about $359,021 at 4% or $239,347 at 6%; with 50% employer match about $239,347 at 4% or $159,565 at 6%; with 100% employer match about $179,510 at 4% or $119,674 at 6%.
2010172$5,225,542$713,236$9,906iApproximate average salary by contribution assumption: employee only about $247,651 at 4% or $165,101 at 6%; with 50% employer match about $165,101 at 4% or $110,067 at 6%; with 100% employer match about $123,826 at 4% or $82,550 at 6%.
Padre Associates Inc. Profit Sharing Plan-72$5,225,542$713,236$9,906iApproximate average salary by contribution assumption: employee only about $247,651 at 4% or $165,101 at 6%; with 50% employer match about $165,101 at 4% or $110,067 at 6%; with 100% employer match about $123,826 at 4% or $82,550 at 6%.
2009147$4,046,707$649,652$13,822iApproximate average salary by contribution assumption: employee only about $345,560 at 4% or $230,373 at 6%; with 50% employer match about $230,373 at 4% or $153,582 at 6%; with 100% employer match about $172,780 at 4% or $115,187 at 6%.
Padre Associates Inc. Profit Sharing Plan-47$4,046,707$649,652$13,822iApproximate average salary by contribution assumption: employee only about $345,560 at 4% or $230,373 at 6%; with 50% employer match about $230,373 at 4% or $153,582 at 6%; with 100% employer match about $172,780 at 4% or $115,187 at 6%.
2008142$2,762,990$466,174$11,099iApproximate average salary by contribution assumption: employee only about $277,485 at 4% or $184,990 at 6%; with 50% employer match about $184,990 at 4% or $123,326 at 6%; with 100% employer match about $138,742 at 4% or $92,495 at 6%.
Padre Associates Inc. Profit Sharing Plan-42$2,762,990$466,174$11,099iApproximate average salary by contribution assumption: employee only about $277,485 at 4% or $184,990 at 6%; with 50% employer match about $184,990 at 4% or $123,326 at 6%; with 100% employer match about $138,742 at 4% or $92,495 at 6%.
2007140$3,444,437$372,893$9,322iApproximate average salary by contribution assumption: employee only about $233,058 at 4% or $155,372 at 6%; with 50% employer match about $155,372 at 4% or $103,581 at 6%; with 100% employer match about $116,529 at 4% or $77,686 at 6%.
Padre Associates Inc. Profit Sharing Plan-40$3,444,437$372,893$9,322iApproximate average salary by contribution assumption: employee only about $233,058 at 4% or $155,372 at 6%; with 50% employer match about $155,372 at 4% or $103,581 at 6%; with 100% employer match about $116,529 at 4% or $77,686 at 6%.
2006136$4,216,715$437,858$12,163iApproximate average salary by contribution assumption: employee only about $304,068 at 4% or $202,712 at 6%; with 50% employer match about $202,712 at 4% or $135,141 at 6%; with 100% employer match about $152,034 at 4% or $101,356 at 6%.
Padre Associates Inc. Profit Sharing Plan-36$4,216,715$437,858$12,163iApproximate average salary by contribution assumption: employee only about $304,068 at 4% or $202,712 at 6%; with 50% employer match about $202,712 at 4% or $135,141 at 6%; with 100% employer match about $152,034 at 4% or $101,356 at 6%.
2005139$3,019,402$454,595$11,656iApproximate average salary by contribution assumption: employee only about $291,407 at 4% or $194,271 at 6%; with 50% employer match about $194,271 at 4% or $129,514 at 6%; with 100% employer match about $145,704 at 4% or $97,136 at 6%.
Padre Associates Inc. Profit Sharing Plan-39$3,019,402$454,595$11,656iApproximate average salary by contribution assumption: employee only about $291,407 at 4% or $194,271 at 6%; with 50% employer match about $194,271 at 4% or $129,514 at 6%; with 100% employer match about $145,704 at 4% or $97,136 at 6%.
2004140$2,535,453$512,636$12,816iApproximate average salary by contribution assumption: employee only about $320,398 at 4% or $213,598 at 6%; with 50% employer match about $213,598 at 4% or $142,399 at 6%; with 100% employer match about $160,199 at 4% or $106,799 at 6%.
Padre Associates Inc. Profit Sharing Plan-40$2,535,453$512,636$12,816iApproximate average salary by contribution assumption: employee only about $320,398 at 4% or $213,598 at 6%; with 50% employer match about $213,598 at 4% or $142,399 at 6%; with 100% employer match about $160,199 at 4% or $106,799 at 6%.
2003137$1,758,220$400,869$10,834iApproximate average salary by contribution assumption: employee only about $270,857 at 4% or $180,572 at 6%; with 50% employer match about $180,572 at 4% or $120,381 at 6%; with 100% employer match about $135,429 at 4% or $90,286 at 6%.
Padre Associates Inc. Profit Sharing Plan-37$1,758,220$400,869$10,834iApproximate average salary by contribution assumption: employee only about $270,857 at 4% or $180,572 at 6%; with 50% employer match about $180,572 at 4% or $120,381 at 6%; with 100% employer match about $135,429 at 4% or $90,286 at 6%.
2002132$981,030$257,902$8,059iApproximate average salary by contribution assumption: employee only about $201,486 at 4% or $134,324 at 6%; with 50% employer match about $134,324 at 4% or $89,549 at 6%; with 100% employer match about $100,743 at 4% or $67,162 at 6%.
Padre Associates Inc. Profit Sharing Plan-32$981,030$257,902$8,059iApproximate average salary by contribution assumption: employee only about $201,486 at 4% or $134,324 at 6%; with 50% employer match about $134,324 at 4% or $89,549 at 6%; with 100% employer match about $100,743 at 4% or $67,162 at 6%.
2001126$715,982$244,483$9,403iApproximate average salary by contribution assumption: employee only about $235,080 at 4% or $156,720 at 6%; with 50% employer match about $156,720 at 4% or $104,480 at 6%; with 100% employer match about $117,540 at 4% or $78,360 at 6%.
Padre Associates Inc. Profit Sharing Plan-26$715,982$244,483$9,403iApproximate average salary by contribution assumption: employee only about $235,080 at 4% or $156,720 at 6%; with 50% employer match about $156,720 at 4% or $104,480 at 6%; with 100% employer match about $117,540 at 4% or $78,360 at 6%.
2000122$441,926$182,105$8,278iApproximate average salary by contribution assumption: employee only about $206,938 at 4% or $137,958 at 6%; with 50% employer match about $137,958 at 4% or $91,972 at 6%; with 100% employer match about $103,469 at 4% or $68,979 at 6%.
Padre Associates Inc. Profit Sharing Plan-22$441,926$182,105$8,278iApproximate average salary by contribution assumption: employee only about $206,938 at 4% or $137,958 at 6%; with 50% employer match about $137,958 at 4% or $91,972 at 6%; with 100% employer match about $103,469 at 4% or $68,979 at 6%.
1999116$236,595$123,259$7,704iApproximate average salary by contribution assumption: employee only about $192,592 at 4% or $128,395 at 6%; with 50% employer match about $128,395 at 4% or $85,597 at 6%; with 100% employer match about $96,296 at 4% or $64,197 at 6%.
Padre Associates Inc. Profit Sharing PlanCurrent16$236,595$123,259$7,704iApproximate average salary by contribution assumption: employee only about $192,592 at 4% or $128,395 at 6%; with 50% employer match about $128,395 at 4% or $85,597 at 6%; with 100% employer match about $96,296 at 4% or $64,197 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$236,595$131,208 change

Balance Sheet

Beginning and end of plan year.

Total assets$105,387$236,595Increase +$131,208 (124.50%)
Total liabilities$0$0No change $0
Net assets$105,387$236,595Increase +$131,208 (124.50%)

Contributions

Employer contributions$123,259
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$131,260
Total expenses$52
Net income$131,208
Source fields
Schedule I source fields
Filing Id
56037180347311
Schedule I EIN
77-0444582
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$105,387
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$105,387
Small plan total assets at end of year
$236,595
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$236,595
Small plan employer contributions
$123,259
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$8,001
Small plan total income
$131,260
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$52
Small plan total expenses
$52
Small plan net income or loss
$131,208
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0