Civic Intelligence

Sb Advisors LLC

Plan context: Sb Advisors LLC Defined Benefit Plan

EIN 85-1192215 • Los Angeles, CA • 8 filings • 2 plans

1514 S. Doheny DriveLos Angeles, CA 90035
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,667,518

2024 Contributions

$593,129

Historical Graphs

Total Assets Over Time

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

$2,667,518$1,333,759$0202120232024YearValue
$2,667,518Latest year 2024

Participants Over Time

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

210202120232024YearValue
2Latest year 2024

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
202422$2,667,518$593,129$296,565iApproximate average salary by contribution assumption: employee only about $7,414,113 at 4% or $4,942,742 at 6%; with 50% employer match about $4,942,742 at 4% or $3,295,161 at 6%; with 100% employer match about $3,707,056 at 4% or $2,471,371 at 6%.
Sb Advisors LLC Defined Benefit Plan-2$2,304,570$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
SB ADVISORS, LLC 401(K) PLAN-2$362,948$93,129$46,565iApproximate average salary by contribution assumption: employee only about $1,164,113 at 4% or $776,075 at 6%; with 50% employer match about $776,075 at 4% or $517,383 at 6%; with 100% employer match about $582,056 at 4% or $388,038 at 6%.
202322$1,983,220$519,436$259,718iApproximate average salary by contribution assumption: employee only about $6,492,950 at 4% or $4,328,633 at 6%; with 50% employer match about $4,328,633 at 4% or $2,885,756 at 6%; with 100% employer match about $3,246,475 at 4% or $2,164,317 at 6%.
Sb Advisors LLC Defined Benefit Plan-2$1,745,380$420,000$210,000iApproximate average salary by contribution assumption: employee only about $5,250,000 at 4% or $3,500,000 at 6%; with 50% employer match about $3,500,000 at 4% or $2,333,333 at 6%; with 100% employer match about $2,625,000 at 4% or $1,750,000 at 6%.
SB ADVISORS, LLC 401(K) PLAN-2$237,840$99,436$49,718iApproximate average salary by contribution assumption: employee only about $1,242,950 at 4% or $828,633 at 6%; with 50% employer match about $828,633 at 4% or $552,422 at 6%; with 100% employer match about $621,475 at 4% or $414,317 at 6%.
202222$1,220,168$300,768$150,384iApproximate average salary by contribution assumption: employee only about $3,759,600 at 4% or $2,506,400 at 6%; with 50% employer match about $2,506,400 at 4% or $1,670,933 at 6%; with 100% employer match about $1,879,800 at 4% or $1,253,200 at 6%.
Sb Advisors LLC Defined Benefit Plan-2$1,105,889$256,000$128,000iApproximate average salary by contribution assumption: employee only about $3,200,000 at 4% or $2,133,333 at 6%; with 50% employer match about $2,133,333 at 4% or $1,422,222 at 6%; with 100% employer match about $1,600,000 at 4% or $1,066,667 at 6%.
SB ADVISORS, LLC 401(K) PLAN-2$114,279$44,768$22,384iApproximate average salary by contribution assumption: employee only about $559,600 at 4% or $373,067 at 6%; with 50% employer match about $373,067 at 4% or $248,711 at 6%; with 100% employer match about $279,800 at 4% or $186,533 at 6%.
202122$1,032,134$958,595$479,298iApproximate average salary by contribution assumption: employee only about $11,982,438 at 4% or $7,988,292 at 6%; with 50% employer match about $7,988,292 at 4% or $5,325,528 at 6%; with 100% employer match about $5,991,219 at 4% or $3,994,146 at 6%.
Sb Advisors LLC Defined Benefit Plan-2$949,814$877,795$438,898iApproximate average salary by contribution assumption: employee only about $10,972,438 at 4% or $7,314,958 at 6%; with 50% employer match about $7,314,958 at 4% or $4,876,639 at 6%; with 100% employer match about $5,486,219 at 4% or $3,657,479 at 6%.
SB ADVISORS, LLC 401(K) PLAN-2$82,320$80,800$40,400iApproximate average salary by contribution assumption: employee only about $1,010,000 at 4% or $673,333 at 6%; with 50% employer match about $673,333 at 4% or $448,889 at 6%; with 100% employer match about $505,000 at 4% or $336,667 at 6%.