Civic Intelligence

Santa Barbara Advisors Inc.

Plan context: Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan

EIN 77-0530176 • 24 filings • 3 plans

Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$930,894

2023 Contributions

$3,010

Historical Graphs

Total Assets Over Time

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

$2,845,336$1,422,668$0200020112022YearValue
$930,894Latest year 2022

Participants Over Time

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

420200020112022YearValue
3Latest year 2022

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
202310$0$0-
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-0---
202213$930,894$3,010$1,003iApproximate average salary by contribution assumption: employee only about $25,083 at 4% or $16,722 at 6%; with 50% employer match about $16,722 at 4% or $11,148 at 6%; with 100% employer match about $12,542 at 4% or $8,361 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$930,894$3,010$1,003iApproximate average salary by contribution assumption: employee only about $25,083 at 4% or $16,722 at 6%; with 50% employer match about $16,722 at 4% or $11,148 at 6%; with 100% employer match about $12,542 at 4% or $8,361 at 6%.
202113$1,068,975$3,375$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,068,975$3,375$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
202013$1,349,930$4,250$1,417iApproximate average salary by contribution assumption: employee only about $35,417 at 4% or $23,611 at 6%; with 50% employer match about $23,611 at 4% or $15,741 at 6%; with 100% employer match about $17,708 at 4% or $11,806 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,349,930$4,250$1,417iApproximate average salary by contribution assumption: employee only about $35,417 at 4% or $23,611 at 6%; with 50% employer match about $23,611 at 4% or $15,741 at 6%; with 100% employer match about $17,708 at 4% or $11,806 at 6%.
201913$1,324,824$4,519$1,506iApproximate average salary by contribution assumption: employee only about $37,658 at 4% or $25,106 at 6%; with 50% employer match about $25,106 at 4% or $16,737 at 6%; with 100% employer match about $18,829 at 4% or $12,553 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,324,824$4,519$1,506iApproximate average salary by contribution assumption: employee only about $37,658 at 4% or $25,106 at 6%; with 50% employer match about $25,106 at 4% or $16,737 at 6%; with 100% employer match about $18,829 at 4% or $12,553 at 6%.
201813$1,314,602$4,728$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,314,602$4,728$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
201713$1,324,120$22,064$7,355iApproximate average salary by contribution assumption: employee only about $183,867 at 4% or $122,578 at 6%; with 50% employer match about $122,578 at 4% or $81,719 at 6%; with 100% employer match about $91,933 at 4% or $61,289 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,324,120$22,064$7,355iApproximate average salary by contribution assumption: employee only about $183,867 at 4% or $122,578 at 6%; with 50% employer match about $122,578 at 4% or $81,719 at 6%; with 100% employer match about $91,933 at 4% or $61,289 at 6%.
201613$1,163,688$15,760$5,253iApproximate average salary by contribution assumption: employee only about $131,333 at 4% or $87,556 at 6%; with 50% employer match about $87,556 at 4% or $58,370 at 6%; with 100% employer match about $65,667 at 4% or $43,778 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,163,688$15,760$5,253iApproximate average salary by contribution assumption: employee only about $131,333 at 4% or $87,556 at 6%; with 50% employer match about $87,556 at 4% or $58,370 at 6%; with 100% employer match about $65,667 at 4% or $43,778 at 6%.
201513$1,397,180$22,064$7,355iApproximate average salary by contribution assumption: employee only about $183,867 at 4% or $122,578 at 6%; with 50% employer match about $122,578 at 4% or $81,719 at 6%; with 100% employer match about $91,933 at 4% or $61,289 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,397,180$22,064$7,355iApproximate average salary by contribution assumption: employee only about $183,867 at 4% or $122,578 at 6%; with 50% employer match about $122,578 at 4% or $81,719 at 6%; with 100% employer match about $91,933 at 4% or $61,289 at 6%.
201413$1,878,045$22,582$7,527iApproximate average salary by contribution assumption: employee only about $188,183 at 4% or $125,456 at 6%; with 50% employer match about $125,456 at 4% or $83,637 at 6%; with 100% employer match about $94,092 at 4% or $62,728 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,878,045$22,582$7,527iApproximate average salary by contribution assumption: employee only about $188,183 at 4% or $125,456 at 6%; with 50% employer match about $125,456 at 4% or $83,637 at 6%; with 100% employer match about $94,092 at 4% or $62,728 at 6%.
201313$2,124,625$23,843$7,948iApproximate average salary by contribution assumption: employee only about $198,692 at 4% or $132,461 at 6%; with 50% employer match about $132,461 at 4% or $88,307 at 6%; with 100% employer match about $99,346 at 4% or $66,231 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,124,625$23,843$7,948iApproximate average salary by contribution assumption: employee only about $198,692 at 4% or $132,461 at 6%; with 50% employer match about $132,461 at 4% or $88,307 at 6%; with 100% employer match about $99,346 at 4% or $66,231 at 6%.
201213$2,414,993$23,380$7,793iApproximate average salary by contribution assumption: employee only about $194,833 at 4% or $129,889 at 6%; with 50% employer match about $129,889 at 4% or $86,593 at 6%; with 100% employer match about $97,417 at 4% or $64,944 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,414,993$23,380$7,793iApproximate average salary by contribution assumption: employee only about $194,833 at 4% or $129,889 at 6%; with 50% employer match about $129,889 at 4% or $86,593 at 6%; with 100% employer match about $97,417 at 4% or $64,944 at 6%.
201113$2,583,488$24,535$8,178iApproximate average salary by contribution assumption: employee only about $204,458 at 4% or $136,306 at 6%; with 50% employer match about $136,306 at 4% or $90,870 at 6%; with 100% employer match about $102,229 at 4% or $68,153 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,583,488$24,535$8,178iApproximate average salary by contribution assumption: employee only about $204,458 at 4% or $136,306 at 6%; with 50% employer match about $136,306 at 4% or $90,870 at 6%; with 100% employer match about $102,229 at 4% or $68,153 at 6%.
201013$2,750,942$18,760$6,253iApproximate average salary by contribution assumption: employee only about $156,333 at 4% or $104,222 at 6%; with 50% employer match about $104,222 at 4% or $69,481 at 6%; with 100% employer match about $78,167 at 4% or $52,111 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,750,942$18,760$6,253iApproximate average salary by contribution assumption: employee only about $156,333 at 4% or $104,222 at 6%; with 50% employer match about $104,222 at 4% or $69,481 at 6%; with 100% employer match about $78,167 at 4% or $52,111 at 6%.
200913$2,488,147$16,729$5,576iApproximate average salary by contribution assumption: employee only about $139,408 at 4% or $92,939 at 6%; with 50% employer match about $92,939 at 4% or $61,959 at 6%; with 100% employer match about $69,704 at 4% or $46,469 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,488,147$16,729$5,576iApproximate average salary by contribution assumption: employee only about $139,408 at 4% or $92,939 at 6%; with 50% employer match about $92,939 at 4% or $61,959 at 6%; with 100% employer match about $69,704 at 4% or $46,469 at 6%.
200813$2,362,330$25,787$8,596iApproximate average salary by contribution assumption: employee only about $214,892 at 4% or $143,261 at 6%; with 50% employer match about $143,261 at 4% or $95,507 at 6%; with 100% employer match about $107,446 at 4% or $71,631 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,362,330$25,787$8,596iApproximate average salary by contribution assumption: employee only about $214,892 at 4% or $143,261 at 6%; with 50% employer match about $143,261 at 4% or $95,507 at 6%; with 100% employer match about $107,446 at 4% or $71,631 at 6%.
200713$2,845,336$36,989$12,330iApproximate average salary by contribution assumption: employee only about $308,242 at 4% or $205,494 at 6%; with 50% employer match about $205,494 at 4% or $136,996 at 6%; with 100% employer match about $154,121 at 4% or $102,747 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$2,845,336$36,989$12,330iApproximate average salary by contribution assumption: employee only about $308,242 at 4% or $205,494 at 6%; with 50% employer match about $205,494 at 4% or $136,996 at 6%; with 100% employer match about $154,121 at 4% or $102,747 at 6%.
200614$2,385,481$63,940$15,985iApproximate average salary by contribution assumption: employee only about $399,625 at 4% or $266,417 at 6%; with 50% employer match about $266,417 at 4% or $177,611 at 6%; with 100% employer match about $199,813 at 4% or $133,208 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-4$2,385,481$63,940$15,985iApproximate average salary by contribution assumption: employee only about $399,625 at 4% or $266,417 at 6%; with 50% employer match about $266,417 at 4% or $177,611 at 6%; with 100% employer match about $199,813 at 4% or $133,208 at 6%.
200513$1,858,169$63,981$21,327iApproximate average salary by contribution assumption: employee only about $533,175 at 4% or $355,450 at 6%; with 50% employer match about $355,450 at 4% or $236,967 at 6%; with 100% employer match about $266,588 at 4% or $177,725 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,858,169$63,981$21,327iApproximate average salary by contribution assumption: employee only about $533,175 at 4% or $355,450 at 6%; with 50% employer match about $355,450 at 4% or $236,967 at 6%; with 100% employer match about $266,588 at 4% or $177,725 at 6%.
200413$1,245,331$53,070$17,690iApproximate average salary by contribution assumption: employee only about $442,250 at 4% or $294,833 at 6%; with 50% employer match about $294,833 at 4% or $196,556 at 6%; with 100% employer match about $221,125 at 4% or $147,417 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-3$1,245,331$53,070$17,690iApproximate average salary by contribution assumption: employee only about $442,250 at 4% or $294,833 at 6%; with 50% employer match about $294,833 at 4% or $196,556 at 6%; with 100% employer match about $221,125 at 4% or $147,417 at 6%.
200312$1,211,586$66,165$33,083iApproximate average salary by contribution assumption: employee only about $827,063 at 4% or $551,375 at 6%; with 50% employer match about $551,375 at 4% or $367,583 at 6%; with 100% employer match about $413,531 at 4% or $275,688 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-2$1,211,586$66,165$33,083iApproximate average salary by contribution assumption: employee only about $827,063 at 4% or $551,375 at 6%; with 50% employer match about $551,375 at 4% or $367,583 at 6%; with 100% employer match about $413,531 at 4% or $275,688 at 6%.
200212$988,586$47,659$23,830iApproximate average salary by contribution assumption: employee only about $595,738 at 4% or $397,158 at 6%; with 50% employer match about $397,158 at 4% or $264,772 at 6%; with 100% employer match about $297,869 at 4% or $198,579 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-2$988,586$47,659$23,830iApproximate average salary by contribution assumption: employee only about $595,738 at 4% or $397,158 at 6%; with 50% employer match about $397,158 at 4% or $264,772 at 6%; with 100% employer match about $297,869 at 4% or $198,579 at 6%.
200112$935,622$29,595$14,798iApproximate average salary by contribution assumption: employee only about $369,938 at 4% or $246,625 at 6%; with 50% employer match about $246,625 at 4% or $164,417 at 6%; with 100% employer match about $184,969 at 4% or $123,313 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-2$935,622$29,595$14,798iApproximate average salary by contribution assumption: employee only about $369,938 at 4% or $246,625 at 6%; with 50% employer match about $246,625 at 4% or $164,417 at 6%; with 100% employer match about $184,969 at 4% or $123,313 at 6%.
200012$871,842$871,842$435,921iApproximate average salary by contribution assumption: employee only about $10,898,025 at 4% or $7,265,350 at 6%; with 50% employer match about $7,265,350 at 4% or $4,843,567 at 6%; with 100% employer match about $5,449,013 at 4% or $3,632,675 at 6%.
Santa Barbara Advisors Inc. 401(K) Profit Sharing Plan-2$871,842$871,842$435,921iApproximate average salary by contribution assumption: employee only about $10,898,025 at 4% or $7,265,350 at 6%; with 50% employer match about $7,265,350 at 4% or $4,843,567 at 6%; with 100% employer match about $5,449,013 at 4% or $3,632,675 at 6%.