SANTA BARBARA FOUNDATION
Plan context: SANTA BARBARA FOUNDATION 401(K) PROFIT SHARING PLAN
EIN 95-1866094 • Santa Barbara, CA • 23 filings • 5 plans
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
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 2 | 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 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 | - |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA FONNDATION SECTION 403 BPLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA FOUNDATION SECTION 403B PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA FOUNDATION SECTION 403B PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA FOUNDATION SECTION 403 B PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA FOUNDATION SECTION 403B PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA FOUNDATION SECTION 403B PLAN | - | 0 | - | - | - |