Civic Intelligence

Medivest Benefit Advisors Inc.

Plan context: Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan

EIN 77-0445397 • Santa Barbara, CA • 21 filings • 3 plans

P . O . Box 23910Santa Barbara, CA 93121
Current Snapshot

Latest Year

2025

2025 Participants

56

2025 Assets

$6,410,256

2025 Contributions

$556,979

Historical Graphs

Total Assets Over Time

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

$6,410,256$3,205,128$0200520162025YearValue
$6,410,256Latest year 2025

Participants Over Time

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

58290200520152025YearValue
56Latest year 2025

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
2025156$6,410,256$556,979$9,946iApproximate average salary by contribution assumption: employee only about $248,651 at 4% or $165,768 at 6%; with 50% employer match about $165,768 at 4% or $110,512 at 6%; with 100% employer match about $124,326 at 4% or $82,884 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-56$6,410,256$556,979$9,946iApproximate average salary by contribution assumption: employee only about $248,651 at 4% or $165,768 at 6%; with 50% employer match about $165,768 at 4% or $110,512 at 6%; with 100% employer match about $124,326 at 4% or $82,884 at 6%.
2024158$5,548,727$511,809$8,824iApproximate average salary by contribution assumption: employee only about $220,607 at 4% or $147,072 at 6%; with 50% employer match about $147,072 at 4% or $98,048 at 6%; with 100% employer match about $110,304 at 4% or $73,536 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-58$5,548,727$511,809$8,824iApproximate average salary by contribution assumption: employee only about $220,607 at 4% or $147,072 at 6%; with 50% employer match about $147,072 at 4% or $98,048 at 6%; with 100% employer match about $110,304 at 4% or $73,536 at 6%.
2023155$4,869,540$471,619$8,575iApproximate average salary by contribution assumption: employee only about $214,372 at 4% or $142,915 at 6%; with 50% employer match about $142,915 at 4% or $95,277 at 6%; with 100% employer match about $107,186 at 4% or $71,457 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-55$4,869,540$471,619$8,575iApproximate average salary by contribution assumption: employee only about $214,372 at 4% or $142,915 at 6%; with 50% employer match about $142,915 at 4% or $95,277 at 6%; with 100% employer match about $107,186 at 4% or $71,457 at 6%.
2022151$3,911,990$446,863$8,762iApproximate average salary by contribution assumption: employee only about $219,050 at 4% or $146,034 at 6%; with 50% employer match about $146,034 at 4% or $97,356 at 6%; with 100% employer match about $109,525 at 4% or $73,017 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-51$3,911,990$446,863$8,762iApproximate average salary by contribution assumption: employee only about $219,050 at 4% or $146,034 at 6%; with 50% employer match about $146,034 at 4% or $97,356 at 6%; with 100% employer match about $109,525 at 4% or $73,017 at 6%.
2021146$4,305,899$443,091$9,632iApproximate average salary by contribution assumption: employee only about $240,810 at 4% or $160,540 at 6%; with 50% employer match about $160,540 at 4% or $107,027 at 6%; with 100% employer match about $120,405 at 4% or $80,270 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-46$4,305,899$443,091$9,632iApproximate average salary by contribution assumption: employee only about $240,810 at 4% or $160,540 at 6%; with 50% employer match about $160,540 at 4% or $107,027 at 6%; with 100% employer match about $120,405 at 4% or $80,270 at 6%.
2020147$3,560,261$408,945$8,701iApproximate average salary by contribution assumption: employee only about $217,524 at 4% or $145,016 at 6%; with 50% employer match about $145,016 at 4% or $96,677 at 6%; with 100% employer match about $108,762 at 4% or $72,508 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-47$3,560,261$408,945$8,701iApproximate average salary by contribution assumption: employee only about $217,524 at 4% or $145,016 at 6%; with 50% employer match about $145,016 at 4% or $96,677 at 6%; with 100% employer match about $108,762 at 4% or $72,508 at 6%.
2019155$3,274,238$964,209$17,531iApproximate average salary by contribution assumption: employee only about $438,277 at 4% or $292,185 at 6%; with 50% employer match about $292,185 at 4% or $194,790 at 6%; with 100% employer match about $219,138 at 4% or $146,092 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-55$3,274,238$964,209$17,531iApproximate average salary by contribution assumption: employee only about $438,277 at 4% or $292,185 at 6%; with 50% employer match about $292,185 at 4% or $194,790 at 6%; with 100% employer match about $219,138 at 4% or $146,092 at 6%.
2018152$1,925,256$333,883$6,421iApproximate average salary by contribution assumption: employee only about $160,521 at 4% or $107,014 at 6%; with 50% employer match about $107,014 at 4% or $71,343 at 6%; with 100% employer match about $80,260 at 4% or $53,507 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-52$1,925,256$333,883$6,421iApproximate average salary by contribution assumption: employee only about $160,521 at 4% or $107,014 at 6%; with 50% employer match about $107,014 at 4% or $71,343 at 6%; with 100% employer match about $80,260 at 4% or $53,507 at 6%.
2017144$1,730,401$249,103$5,661iApproximate average salary by contribution assumption: employee only about $141,536 at 4% or $94,357 at 6%; with 50% employer match about $94,357 at 4% or $62,905 at 6%; with 100% employer match about $70,768 at 4% or $47,179 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-44$1,730,401$249,103$5,661iApproximate average salary by contribution assumption: employee only about $141,536 at 4% or $94,357 at 6%; with 50% employer match about $94,357 at 4% or $62,905 at 6%; with 100% employer match about $70,768 at 4% or $47,179 at 6%.
2016134$1,283,880$203,749$5,993iApproximate average salary by contribution assumption: employee only about $149,815 at 4% or $99,877 at 6%; with 50% employer match about $99,877 at 4% or $66,585 at 6%; with 100% employer match about $74,908 at 4% or $49,938 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-34$1,283,880$203,749$5,993iApproximate average salary by contribution assumption: employee only about $149,815 at 4% or $99,877 at 6%; with 50% employer match about $99,877 at 4% or $66,585 at 6%; with 100% employer match about $74,908 at 4% or $49,938 at 6%.
2015128$1,001,333$179,248$6,402iApproximate average salary by contribution assumption: employee only about $160,043 at 4% or $106,695 at 6%; with 50% employer match about $106,695 at 4% or $71,130 at 6%; with 100% employer match about $80,021 at 4% or $53,348 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-28$1,001,333$179,248$6,402iApproximate average salary by contribution assumption: employee only about $160,043 at 4% or $106,695 at 6%; with 50% employer match about $106,695 at 4% or $71,130 at 6%; with 100% employer match about $80,021 at 4% or $53,348 at 6%.
2014133$931,194$146,359$4,435iApproximate average salary by contribution assumption: employee only about $110,878 at 4% or $73,919 at 6%; with 50% employer match about $73,919 at 4% or $49,279 at 6%; with 100% employer match about $55,439 at 4% or $36,959 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-33$931,194$146,359$4,435iApproximate average salary by contribution assumption: employee only about $110,878 at 4% or $73,919 at 6%; with 50% employer match about $73,919 at 4% or $49,279 at 6%; with 100% employer match about $55,439 at 4% or $36,959 at 6%.
2013130$748,253$139,730$4,658iApproximate average salary by contribution assumption: employee only about $116,442 at 4% or $77,628 at 6%; with 50% employer match about $77,628 at 4% or $51,752 at 6%; with 100% employer match about $58,221 at 4% or $38,814 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-30$748,253$139,730$4,658iApproximate average salary by contribution assumption: employee only about $116,442 at 4% or $77,628 at 6%; with 50% employer match about $77,628 at 4% or $51,752 at 6%; with 100% employer match about $58,221 at 4% or $38,814 at 6%.
2012125$530,592$129,885$5,195iApproximate average salary by contribution assumption: employee only about $129,885 at 4% or $86,590 at 6%; with 50% employer match about $86,590 at 4% or $57,727 at 6%; with 100% employer match about $64,942 at 4% or $43,295 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-25$530,592$129,885$5,195iApproximate average salary by contribution assumption: employee only about $129,885 at 4% or $86,590 at 6%; with 50% employer match about $86,590 at 4% or $57,727 at 6%; with 100% employer match about $64,942 at 4% or $43,295 at 6%.
2011121$383,005$109,900$5,233iApproximate average salary by contribution assumption: employee only about $130,833 at 4% or $87,222 at 6%; with 50% employer match about $87,222 at 4% or $58,148 at 6%; with 100% employer match about $65,417 at 4% or $43,611 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-21$383,005$109,900$5,233iApproximate average salary by contribution assumption: employee only about $130,833 at 4% or $87,222 at 6%; with 50% employer match about $87,222 at 4% or $58,148 at 6%; with 100% employer match about $65,417 at 4% or $43,611 at 6%.
2010118$287,666$70,439$3,913iApproximate average salary by contribution assumption: employee only about $97,832 at 4% or $65,221 at 6%; with 50% employer match about $65,221 at 4% or $43,481 at 6%; with 100% employer match about $48,916 at 4% or $32,611 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-18$287,666$70,439$3,913iApproximate average salary by contribution assumption: employee only about $97,832 at 4% or $65,221 at 6%; with 50% employer match about $65,221 at 4% or $43,481 at 6%; with 100% employer match about $48,916 at 4% or $32,611 at 6%.
2009121$199,883$38,215$1,820iApproximate average salary by contribution assumption: employee only about $45,494 at 4% or $30,329 at 6%; with 50% employer match about $30,329 at 4% or $20,220 at 6%; with 100% employer match about $22,747 at 4% or $15,165 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-21$199,883$38,215$1,820iApproximate average salary by contribution assumption: employee only about $45,494 at 4% or $30,329 at 6%; with 50% employer match about $30,329 at 4% or $20,220 at 6%; with 100% employer match about $22,747 at 4% or $15,165 at 6%.
2008115$0$0-
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-15---
2007115$0$0-
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-15---
2006119$253,903$82,571$4,346iApproximate average salary by contribution assumption: employee only about $108,646 at 4% or $72,431 at 6%; with 50% employer match about $72,431 at 4% or $48,287 at 6%; with 100% employer match about $54,323 at 4% or $36,215 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-19$253,903$82,571$4,346iApproximate average salary by contribution assumption: employee only about $108,646 at 4% or $72,431 at 6%; with 50% employer match about $72,431 at 4% or $48,287 at 6%; with 100% employer match about $54,323 at 4% or $36,215 at 6%.
2005120$190,084$65,122$3,256iApproximate average salary by contribution assumption: employee only about $81,403 at 4% or $54,268 at 6%; with 50% employer match about $54,268 at 4% or $36,179 at 6%; with 100% employer match about $40,701 at 4% or $27,134 at 6%.
Medivest Benefit Advisors Inc. 401(K) Profit Sharing Plan-20$190,084$65,122$3,256iApproximate average salary by contribution assumption: employee only about $81,403 at 4% or $54,268 at 6%; with 50% employer match about $54,268 at 4% or $36,179 at 6%; with 100% employer match about $40,701 at 4% or $27,134 at 6%.