Civic Intelligence

SANTA BARBARA FOUNDATION

Plan context: SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN

EIN 95-1866094 • Santa Barbara, CA • 23 filings • 5 plans

1111 Chapala St Ste 200Santa Barbara, CA 93101
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$5,018,212

2024 Contributions

$699,661

Historical Graphs

Total Assets Over Time

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

$5,018,212$2,509,106$0200920172024YearValue
$5,018,212Latest year 2024

Participants Over Time

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

59300200920172024YearValue
58Latest 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
2024158$5,018,212$699,661$12,063iApproximate average salary by contribution assumption: employee only about $301,578 at 4% or $201,052 at 6%; with 50% employer match about $201,052 at 4% or $134,035 at 6%; with 100% employer match about $150,789 at 4% or $100,526 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-58$5,018,212$699,661$12,063iApproximate average salary by contribution assumption: employee only about $301,578 at 4% or $201,052 at 6%; with 50% employer match about $201,052 at 4% or $134,035 at 6%; with 100% employer match about $150,789 at 4% or $100,526 at 6%.
2023159$4,531,629$601,357$10,192iApproximate average salary by contribution assumption: employee only about $254,812 at 4% or $169,875 at 6%; with 50% employer match about $169,875 at 4% or $113,250 at 6%; with 100% employer match about $127,406 at 4% or $84,937 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-59$4,531,629$601,357$10,192iApproximate average salary by contribution assumption: employee only about $254,812 at 4% or $169,875 at 6%; with 50% employer match about $169,875 at 4% or $113,250 at 6%; with 100% employer match about $127,406 at 4% or $84,937 at 6%.
2022150$3,345,195$526,722$10,534iApproximate average salary by contribution assumption: employee only about $263,361 at 4% or $175,574 at 6%; with 50% employer match about $175,574 at 4% or $117,049 at 6%; with 100% employer match about $131,681 at 4% or $87,787 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-50$3,345,195$526,722$10,534iApproximate average salary by contribution assumption: employee only about $263,361 at 4% or $175,574 at 6%; with 50% employer match about $175,574 at 4% or $117,049 at 6%; with 100% employer match about $131,681 at 4% or $87,787 at 6%.
2021142$3,460,501$495,078$11,788iApproximate average salary by contribution assumption: employee only about $294,689 at 4% or $196,460 at 6%; with 50% employer match about $196,460 at 4% or $130,973 at 6%; with 100% employer match about $147,345 at 4% or $98,230 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-42$3,460,501$495,078$11,788iApproximate average salary by contribution assumption: employee only about $294,689 at 4% or $196,460 at 6%; with 50% employer match about $196,460 at 4% or $130,973 at 6%; with 100% employer match about $147,345 at 4% or $98,230 at 6%.
2020146$3,308,531$459,372$9,986iApproximate average salary by contribution assumption: employee only about $249,659 at 4% or $166,439 at 6%; with 50% employer match about $166,439 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,220 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-46$3,308,531$459,372$9,986iApproximate average salary by contribution assumption: employee only about $249,659 at 4% or $166,439 at 6%; with 50% employer match about $166,439 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,220 at 6%.
2019147$2,512,372$420,963$8,957iApproximate average salary by contribution assumption: employee only about $223,916 at 4% or $149,278 at 6%; with 50% employer match about $149,278 at 4% or $99,518 at 6%; with 100% employer match about $111,958 at 4% or $74,639 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-47$2,512,372$420,963$8,957iApproximate average salary by contribution assumption: employee only about $223,916 at 4% or $149,278 at 6%; with 50% employer match about $149,278 at 4% or $99,518 at 6%; with 100% employer match about $111,958 at 4% or $74,639 at 6%.
2018139$1,846,828$393,670$10,094iApproximate average salary by contribution assumption: employee only about $252,353 at 4% or $168,235 at 6%; with 50% employer match about $168,235 at 4% or $112,157 at 6%; with 100% employer match about $126,176 at 4% or $84,118 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-39$1,846,828$393,670$10,094iApproximate average salary by contribution assumption: employee only about $252,353 at 4% or $168,235 at 6%; with 50% employer match about $168,235 at 4% or $112,157 at 6%; with 100% employer match about $126,176 at 4% or $84,118 at 6%.
2017136$1,740,603$592,886$16,469iApproximate average salary by contribution assumption: employee only about $411,726 at 4% or $274,484 at 6%; with 50% employer match about $274,484 at 4% or $182,990 at 6%; with 100% employer match about $205,863 at 4% or $137,242 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-36$1,740,603$592,886$16,469iApproximate average salary by contribution assumption: employee only about $411,726 at 4% or $274,484 at 6%; with 50% employer match about $274,484 at 4% or $182,990 at 6%; with 100% employer match about $205,863 at 4% or $137,242 at 6%.
2016134$1,030,620$340,931$10,027iApproximate average salary by contribution assumption: employee only about $250,685 at 4% or $167,123 at 6%; with 50% employer match about $167,123 at 4% or $111,415 at 6%; with 100% employer match about $125,342 at 4% or $83,562 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-34$1,030,620$340,931$10,027iApproximate average salary by contribution assumption: employee only about $250,685 at 4% or $167,123 at 6%; with 50% employer match about $167,123 at 4% or $111,415 at 6%; with 100% employer match about $125,342 at 4% or $83,562 at 6%.
2015127$658,718$393,460$14,573iApproximate average salary by contribution assumption: employee only about $364,315 at 4% or $242,877 at 6%; with 50% employer match about $242,877 at 4% or $161,918 at 6%; with 100% employer match about $182,157 at 4% or $121,438 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-27$658,718$393,460$14,573iApproximate average salary by contribution assumption: employee only about $364,315 at 4% or $242,877 at 6%; with 50% employer match about $242,877 at 4% or $161,918 at 6%; with 100% employer match about $182,157 at 4% or $121,438 at 6%.
2014228$502,294$566,532$20,233iApproximate average salary by contribution assumption: employee only about $505,832 at 4% or $337,221 at 6%; with 50% employer match about $337,221 at 4% or $224,814 at 6%; with 100% employer match about $252,916 at 4% or $168,611 at 6%.
SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN-28$502,294$566,532$20,233iApproximate average salary by contribution assumption: employee only about $505,832 at 4% or $337,221 at 6%; with 50% employer match about $337,221 at 4% or $224,814 at 6%; with 100% employer match about $252,916 at 4% or $168,611 at 6%.
SANTA BARBARA FOUNDATION SECTION 403(B) PLAN-0$0$0-
2013138$2,474,154$365,852$9,628iApproximate average salary by contribution assumption: employee only about $240,692 at 4% or $160,461 at 6%; with 50% employer match about $160,461 at 4% or $106,974 at 6%; with 100% employer match about $120,346 at 4% or $80,231 at 6%.
SANTA BARBARA FOUNDATION SECTION 403(B) PLAN-38$2,474,154$365,852$9,628iApproximate average salary by contribution assumption: employee only about $240,692 at 4% or $160,461 at 6%; with 50% employer match about $160,461 at 4% or $106,974 at 6%; with 100% employer match about $120,346 at 4% or $80,231 at 6%.
2012153$3,148,248$355,866$6,714iApproximate average salary by contribution assumption: employee only about $167,861 at 4% or $111,908 at 6%; with 50% employer match about $111,908 at 4% or $74,605 at 6%; with 100% employer match about $83,931 at 4% or $55,954 at 6%.
SANTA BARBARA FOUNDATION SECTION 403(B) PLAN-53$3,148,248$355,866$6,714iApproximate average salary by contribution assumption: employee only about $167,861 at 4% or $111,908 at 6%; with 50% employer match about $111,908 at 4% or $74,605 at 6%; with 100% employer match about $83,931 at 4% or $55,954 at 6%.
2011153$2,652,911$322,258$6,080iApproximate average salary by contribution assumption: employee only about $152,008 at 4% or $101,339 at 6%; with 50% employer match about $101,339 at 4% or $67,559 at 6%; with 100% employer match about $76,004 at 4% or $50,669 at 6%.
SANTA BARBARA FOUNDATION SECTION 403(B) PLAN-53$2,652,911$322,258$6,080iApproximate average salary by contribution assumption: employee only about $152,008 at 4% or $101,339 at 6%; with 50% employer match about $101,339 at 4% or $67,559 at 6%; with 100% employer match about $76,004 at 4% or $50,669 at 6%.
2010145$2,351,624$237,944$5,288iApproximate average salary by contribution assumption: employee only about $132,191 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,752 at 6%; with 100% employer match about $66,096 at 4% or $44,064 at 6%.
SANTA BARBARA FOUNDATION SECTION 403(B) PLAN-45$2,351,624$237,944$5,288iApproximate average salary by contribution assumption: employee only about $132,191 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,752 at 6%; with 100% employer match about $66,096 at 4% or $44,064 at 6%.
2009131$2,138,688$221,842$7,156iApproximate average salary by contribution assumption: employee only about $178,905 at 4% or $119,270 at 6%; with 50% employer match about $119,270 at 4% or $79,513 at 6%; with 100% employer match about $89,452 at 4% or $59,635 at 6%.
SANTA BARBARA FOUNDATION SECTION 403(B) PLAN-31$2,138,688$221,842$7,156iApproximate average salary by contribution assumption: employee only about $178,905 at 4% or $119,270 at 6%; with 50% employer match about $119,270 at 4% or $79,513 at 6%; with 100% employer match about $89,452 at 4% or $59,635 at 6%.
200710$0$0-
SANTA BARBARA FONNDATION SECTION 403 BPLAN-0---
200610$0$0-
SANTA BARBARA FOUNDATION SECTION 403B PLAN-0---
200510$0$0-
SANTA BARBARA FOUNDATION SECTION 403B PLAN-0---
200410$0$0-
SANTA BARBARA FOUNDATION SECTION 403 B PLAN-0---
200310$0$0-
SANTA BARBARA FOUNDATION SECTION 403B PLAN-0---
200210$0$0-
SANTA BARBARA FOUNDATION SECTION 403B PLAN-0---