Civic Intelligence

Ambrecht & Associates

Plan context: AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN

EIN 77-0487197 • Santa Barbara, CA • 27 filings • 4 plans

1224 Coast Village Circle, Suite 32Santa Barbara, CA 93108
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$588

2020 Contributions

$163,965

Historical Graphs

Total Assets Over Time

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

$1,320,278$660,139$0199920132018YearValue
$588Latest year 2018

Participants Over Time

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

1790200020132018YearValue
1Latest year 2018

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
202010$0$0-
Ambrecht & Associates 401K Plan-0$0--
201910$0$0-
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-0$0--
201821$588$0-
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$588$0-
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-0$0$0-
201725$168,653$0-
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-5$168,082$0-
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$571$0-
2016315$1,320,278$163,965$10,931iApproximate average salary by contribution assumption: employee only about $273,275 at 4% or $182,183 at 6%; with 50% employer match about $182,183 at 4% or $121,456 at 6%; with 100% employer match about $136,638 at 4% or $91,092 at 6%.
Ambrecht & Associates 401K Plan-15$1,136,608$114,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-5$183,130$49,965$9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%.
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$540$0-
2015316$1,107,340$159,625$9,977iApproximate average salary by contribution assumption: employee only about $249,414 at 4% or $166,276 at 6%; with 50% employer match about $166,276 at 4% or $110,851 at 6%; with 100% employer match about $124,707 at 4% or $83,138 at 6%.
Ambrecht & Associates 401K Plan-16$962,027$117,513$7,345iApproximate average salary by contribution assumption: employee only about $183,614 at 4% or $122,409 at 6%; with 50% employer match about $122,409 at 4% or $81,606 at 6%; with 100% employer match about $91,807 at 4% or $61,205 at 6%.
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-4$144,774$42,112$10,528iApproximate average salary by contribution assumption: employee only about $263,200 at 4% or $175,467 at 6%; with 50% employer match about $175,467 at 4% or $116,978 at 6%; with 100% employer match about $131,600 at 4% or $87,733 at 6%.
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$539$0-
2014316$1,007,417$164,286$10,268iApproximate average salary by contribution assumption: employee only about $256,697 at 4% or $171,131 at 6%; with 50% employer match about $171,131 at 4% or $114,088 at 6%; with 100% employer match about $128,348 at 4% or $85,566 at 6%.
Ambrecht & Associates 401K Plan-16$895,586$121,984$7,624iApproximate average salary by contribution assumption: employee only about $190,600 at 4% or $127,067 at 6%; with 50% employer match about $127,067 at 4% or $84,711 at 6%; with 100% employer match about $95,300 at 4% or $63,533 at 6%.
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-4$111,308$42,302$10,576iApproximate average salary by contribution assumption: employee only about $264,388 at 4% or $176,258 at 6%; with 50% employer match about $176,258 at 4% or $117,506 at 6%; with 100% employer match about $132,194 at 4% or $88,129 at 6%.
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$523$0-
2013313$1,052,961$175,161$13,474iApproximate average salary by contribution assumption: employee only about $336,848 at 4% or $224,565 at 6%; with 50% employer match about $224,565 at 4% or $149,710 at 6%; with 100% employer match about $168,424 at 4% or $112,283 at 6%.
Ambrecht & Associates 401K Plan-13$983,452$139,161$10,705iApproximate average salary by contribution assumption: employee only about $267,617 at 4% or $178,412 at 6%; with 50% employer match about $178,412 at 4% or $118,941 at 6%; with 100% employer match about $133,809 at 4% or $89,206 at 6%.
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-4$69,001$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$508$0-
2012311$802,251$162,306$14,755iApproximate average salary by contribution assumption: employee only about $368,877 at 4% or $245,918 at 6%; with 50% employer match about $245,918 at 4% or $163,945 at 6%; with 100% employer match about $184,439 at 4% or $122,959 at 6%.
Ambrecht & Associates 401K Plan-11$768,746$128,801$11,709iApproximate average salary by contribution assumption: employee only about $292,730 at 4% or $195,153 at 6%; with 50% employer match about $195,153 at 4% or $130,102 at 6%; with 100% employer match about $146,365 at 4% or $97,577 at 6%.
AMBRECHT & ASSOCIATES CASH BALANCE PENSION PLAN-4$33,000$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
AMBRECHT & ASSOCIATES DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$505$505$505iApproximate average salary by contribution assumption: employee only about $12,625 at 4% or $8,417 at 6%; with 50% employer match about $8,417 at 4% or $5,611 at 6%; with 100% employer match about $6,313 at 4% or $4,208 at 6%.
2011111$589,000$68,589$6,235iApproximate average salary by contribution assumption: employee only about $155,884 at 4% or $103,923 at 6%; with 50% employer match about $103,923 at 4% or $69,282 at 6%; with 100% employer match about $77,942 at 4% or $51,961 at 6%.
Ambrecht & Associates 401K Plan-11$589,000$68,589$6,235iApproximate average salary by contribution assumption: employee only about $155,884 at 4% or $103,923 at 6%; with 50% employer match about $103,923 at 4% or $69,282 at 6%; with 100% employer match about $77,942 at 4% or $51,961 at 6%.
2010111$542,225$125,358$11,396iApproximate average salary by contribution assumption: employee only about $284,905 at 4% or $189,936 at 6%; with 50% employer match about $189,936 at 4% or $126,624 at 6%; with 100% employer match about $142,452 at 4% or $94,968 at 6%.
Ambrecht & Associates 401K Plan-11$542,225$125,358$11,396iApproximate average salary by contribution assumption: employee only about $284,905 at 4% or $189,936 at 6%; with 50% employer match about $189,936 at 4% or $126,624 at 6%; with 100% employer match about $142,452 at 4% or $94,968 at 6%.
2009111$480,557$82,197$7,472iApproximate average salary by contribution assumption: employee only about $186,811 at 4% or $124,541 at 6%; with 50% employer match about $124,541 at 4% or $83,027 at 6%; with 100% employer match about $93,406 at 4% or $62,270 at 6%.
Ambrecht & Associates 401K Plan-11$480,557$82,197$7,472iApproximate average salary by contribution assumption: employee only about $186,811 at 4% or $124,541 at 6%; with 50% employer match about $124,541 at 4% or $83,027 at 6%; with 100% employer match about $93,406 at 4% or $62,270 at 6%.
2001110$0$0-
Ambrecht & Associates 401K Plan-10---
2000117$0$0-
Ambrecht & Associates 401K Plan-17---
199910$162,696$45,440-
Ambrecht & Associates 401K Plan-0$162,696$45,440-