Pacific Assets Management LLC
Plan context: Pacific Capital Management Inc. Money Purchase Pension Plan
EIN 94-3298989 • 5 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
7
2004 Assets
$915,799
2004 Contributions
$262,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Pacific Capital Management Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 1 | 7 | $915,799 | $262,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Pacific Capital Management Inc. Money Purchase Pension Plan | - | 7 | $915,799 | $262,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2002 | 1 | 8 | $697,976 | $279,000 | $34,875iApproximate average salary by contribution assumption: employee only about $871,875 at 4% or $581,250 at 6%; with 50% employer match about $581,250 at 4% or $387,500 at 6%; with 100% employer match about $435,938 at 4% or $290,625 at 6%. |
| Pacific Capital Management Inc. Money Purchase Pension Plan | - | 8 | $697,976 | $279,000 | $34,875iApproximate average salary by contribution assumption: employee only about $871,875 at 4% or $581,250 at 6%; with 50% employer match about $581,250 at 4% or $387,500 at 6%; with 100% employer match about $435,938 at 4% or $290,625 at 6%. |
| 2001 | 1 | 7 | $439,746 | $228,000 | $32,571iApproximate average salary by contribution assumption: employee only about $814,286 at 4% or $542,857 at 6%; with 50% employer match about $542,857 at 4% or $361,905 at 6%; with 100% employer match about $407,143 at 4% or $271,429 at 6%. |
| Pacific Capital Management Inc. Money Purchase Pension Plan | - | 7 | $439,746 | $228,000 | $32,571iApproximate average salary by contribution assumption: employee only about $814,286 at 4% or $542,857 at 6%; with 50% employer match about $542,857 at 4% or $361,905 at 6%; with 100% employer match about $407,143 at 4% or $271,429 at 6%. |
| 2000 | 1 | 5 | $204,441 | $187,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Pacific Capital Management Inc. Money Purchase Pension Plan | - | 5 | $204,441 | $187,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |