Civic Intelligence

Steven E. Shulem

Plan context: Strictly Vacations 401(K) Profit Sharing Plan

EIN 93-0964091 • Santa Barbara, CA • 19 filings • 3 plans

1309 State Street, Suite ASanta Barbara, CA 93101
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$822,695

2022 Contributions

$6,500

Historical Graphs

Total Assets Over Time

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

$822,695$411,348$0200520142022YearValue
$822,695Latest year 2022

Participants Over Time

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

950200520142022YearValue
2Latest 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
202212$822,695$0-
Strictly Vacations 401(K) Profit Sharing Plan-2$822,695--
202115$684,842$0-
Strictly Vacations 401(K) Profit Sharing Plan-5$684,842--
202015$599,712$6,500$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-5$599,712$6,500$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
201916$574,491$71,140$11,857iApproximate average salary by contribution assumption: employee only about $296,417 at 4% or $197,611 at 6%; with 50% employer match about $197,611 at 4% or $131,741 at 6%; with 100% employer match about $148,208 at 4% or $98,806 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-6$574,491$71,140$11,857iApproximate average salary by contribution assumption: employee only about $296,417 at 4% or $197,611 at 6%; with 50% employer match about $197,611 at 4% or $131,741 at 6%; with 100% employer match about $148,208 at 4% or $98,806 at 6%.
201816$474,717$69,976$11,663iApproximate average salary by contribution assumption: employee only about $291,567 at 4% or $194,378 at 6%; with 50% employer match about $194,378 at 4% or $129,585 at 6%; with 100% employer match about $145,783 at 4% or $97,189 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-6$474,717$69,976$11,663iApproximate average salary by contribution assumption: employee only about $291,567 at 4% or $194,378 at 6%; with 50% employer match about $194,378 at 4% or $129,585 at 6%; with 100% employer match about $145,783 at 4% or $97,189 at 6%.
201716$391,556$70,986$11,831iApproximate average salary by contribution assumption: employee only about $295,775 at 4% or $197,183 at 6%; with 50% employer match about $197,183 at 4% or $131,456 at 6%; with 100% employer match about $147,888 at 4% or $98,592 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-6$391,556$70,986$11,831iApproximate average salary by contribution assumption: employee only about $295,775 at 4% or $197,183 at 6%; with 50% employer match about $197,183 at 4% or $131,456 at 6%; with 100% employer match about $147,888 at 4% or $98,592 at 6%.
201615$309,359$69,157$13,831iApproximate average salary by contribution assumption: employee only about $345,785 at 4% or $230,523 at 6%; with 50% employer match about $230,523 at 4% or $153,682 at 6%; with 100% employer match about $172,893 at 4% or $115,262 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-5$309,359$69,157$13,831iApproximate average salary by contribution assumption: employee only about $345,785 at 4% or $230,523 at 6%; with 50% employer match about $230,523 at 4% or $153,682 at 6%; with 100% employer match about $172,893 at 4% or $115,262 at 6%.
201515$235,575$69,260$13,852iApproximate average salary by contribution assumption: employee only about $346,300 at 4% or $230,867 at 6%; with 50% employer match about $230,867 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-5$235,575$69,260$13,852iApproximate average salary by contribution assumption: employee only about $346,300 at 4% or $230,867 at 6%; with 50% employer match about $230,867 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
201416$152,070$0-
Strictly Vacations 401(K) Profit Sharing Plan-6$152,070--
201316$144,352$0-
Strictly Vacations 401(K) Profit Sharing Plan-6$144,352--
201216$144,152$0-
Strictly Vacations 401(K) Profit Sharing Plan-6$144,152--
201117$143,629$0-
Strictly Vacations 401(K) Profit Sharing Plan-7$143,629--
201017$154,797$0-
Strictly Vacations 401(K) Profit Sharing Plan-7$154,797--
200928$152,875$0-
Strictly Vacations 401(K) Profit Sharing Plan-8$152,875--
Strictly Vacations 401(K) Profit Sharing Plan-----
200817$110,517$0-
Strictly Vacations 401(K) Profit Sharing Plan-7$110,517--
200717$0$0-
Strictly Vacations 401(K) Profit Sharing Plan-7---
200617$107,715$55,233$7,890iApproximate average salary by contribution assumption: employee only about $197,261 at 4% or $131,507 at 6%; with 50% employer match about $131,507 at 4% or $87,671 at 6%; with 100% employer match about $98,630 at 4% or $65,754 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-7$107,715$55,233$7,890iApproximate average salary by contribution assumption: employee only about $197,261 at 4% or $131,507 at 6%; with 50% employer match about $131,507 at 4% or $87,671 at 6%; with 100% employer match about $98,630 at 4% or $65,754 at 6%.
200519$51,991$51,991$5,777iApproximate average salary by contribution assumption: employee only about $144,419 at 4% or $96,280 at 6%; with 50% employer match about $96,280 at 4% or $64,186 at 6%; with 100% employer match about $72,210 at 4% or $48,140 at 6%.
Strictly Vacations 401(K) Profit Sharing Plan-9$51,991$51,991$5,777iApproximate average salary by contribution assumption: employee only about $144,419 at 4% or $96,280 at 6%; with 50% employer match about $96,280 at 4% or $64,186 at 6%; with 100% employer match about $72,210 at 4% or $48,140 at 6%.