Civic Intelligence

BLUE HORIZON MANAGEMENT COMPANY

Plan context: BLUE HORIZON MANAGEMENT COMPANY 401(K) PLAN

EIN 82-3127221 • Santa Barbara, CA • 4 filings • 1 plans

2020 Alameda Padre SerraSuite 220Santa Barbara, CA 93103
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$443,885

2025 Contributions

$110,195

Historical Graphs

Total Assets Over Time

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

$443,885$221,943$0202220242025YearValue
$443,885Latest year 2025

Participants Over Time

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

1680202220242025YearValue
12Latest 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
2025112$443,885$110,195$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,049 at 6%; with 50% employer match about $153,049 at 4% or $102,032 at 6%; with 100% employer match about $114,786 at 4% or $76,524 at 6%.
BLUE HORIZON MANAGEMENT COMPANY 401(K) PLAN-12$443,885$110,195$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,049 at 6%; with 50% employer match about $153,049 at 4% or $102,032 at 6%; with 100% employer match about $114,786 at 4% or $76,524 at 6%.
2024116$316,153$132,597$8,287iApproximate average salary by contribution assumption: employee only about $207,183 at 4% or $138,122 at 6%; with 50% employer match about $138,122 at 4% or $92,081 at 6%; with 100% employer match about $103,591 at 4% or $69,061 at 6%.
BLUE HORIZON MANAGEMENT COMPANY 401(K) PLAN-16$316,153$132,597$8,287iApproximate average salary by contribution assumption: employee only about $207,183 at 4% or $138,122 at 6%; with 50% employer match about $138,122 at 4% or $92,081 at 6%; with 100% employer match about $103,591 at 4% or $69,061 at 6%.
2023112$162,827$101,095$8,425iApproximate average salary by contribution assumption: employee only about $210,615 at 4% or $140,410 at 6%; with 50% employer match about $140,410 at 4% or $93,606 at 6%; with 100% employer match about $105,307 at 4% or $70,205 at 6%.
BLUE HORIZON MANAGEMENT COMPANY 401(K) PLAN-12$162,827$101,095$8,425iApproximate average salary by contribution assumption: employee only about $210,615 at 4% or $140,410 at 6%; with 50% employer match about $140,410 at 4% or $93,606 at 6%; with 100% employer match about $105,307 at 4% or $70,205 at 6%.
2022111$59,823$59,755$5,432iApproximate average salary by contribution assumption: employee only about $135,807 at 4% or $90,538 at 6%; with 50% employer match about $90,538 at 4% or $60,359 at 6%; with 100% employer match about $67,903 at 4% or $45,269 at 6%.
BLUE HORIZON MANAGEMENT COMPANY 401(K) PLAN-11$59,823$59,755$5,432iApproximate average salary by contribution assumption: employee only about $135,807 at 4% or $90,538 at 6%; with 50% employer match about $90,538 at 4% or $60,359 at 6%; with 100% employer match about $67,903 at 4% or $45,269 at 6%.