Civic Intelligence

Thorson Family LLC

Plan context: Thorson Family Retiree Health Benefit Trust

EIN 77-0530411 • Santa Barbara, CA • 8 filings • 1 plans

500 Grenoble RdSanta Barbara, CA 93110-1391
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$251,774

2018 Contributions

$35,000

Historical Graphs

Total Assets Over Time

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

$397,212$198,606$0201120142017YearValue
$251,774Latest year 2017

Participants Over Time

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

420201120142017YearValue
3Latest year 2017

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
201810$0$0-
Thorson Family Retiree Health Benefit Trust-0$0--
201713$251,774$0-
Thorson Family Retiree Health Benefit Trust-3$251,774--
201613$273,748$0-
Thorson Family Retiree Health Benefit Trust-3$273,748--
201513$300,769$0-
Thorson Family Retiree Health Benefit Trust-3$300,769--
201414$334,668$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Thorson Family Retiree Health Benefit Trust-4$334,668$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201314$357,568$0-
Thorson Family Retiree Health Benefit Trust-4$357,568--
201214$395,218$0-
Thorson Family Retiree Health Benefit Trust-4$395,218--
201114$397,212$405,000$101,250iApproximate average salary by contribution assumption: employee only about $2,531,250 at 4% or $1,687,500 at 6%; with 50% employer match about $1,687,500 at 4% or $1,125,000 at 6%; with 100% employer match about $1,265,625 at 4% or $843,750 at 6%.
Thorson Family Retiree Health Benefit Trust-4$397,212$405,000$101,250iApproximate average salary by contribution assumption: employee only about $2,531,250 at 4% or $1,687,500 at 6%; with 50% employer match about $1,687,500 at 4% or $1,125,000 at 6%; with 100% employer match about $1,265,625 at 4% or $843,750 at 6%.