Civic Intelligence

SANTA BARBARA MIDDLE SCHOOL

Plan context: SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN

EIN 95-3134383 • Santa Barbara, CA • 23 filings • 4 plans

1321 Alameda Padre SerraSanta Barbara, CA 93103
Current Snapshot

Latest Year

2023

2023 Participants

75

2023 Assets

$10,808,939

2023 Contributions

$425,516

Historical Graphs

Total Assets Over Time

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

$10,808,939$5,404,470$0200920162023YearValue
$10,808,939Latest year 2023

Participants Over Time

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

75380200920162023YearValue
75Latest year 2023

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
2023175$10,808,939$425,516$5,674iApproximate average salary by contribution assumption: employee only about $141,839 at 4% or $94,559 at 6%; with 50% employer match about $94,559 at 4% or $63,039 at 6%; with 100% employer match about $70,919 at 4% or $47,280 at 6%.
SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN-75$10,808,939$425,516$5,674iApproximate average salary by contribution assumption: employee only about $141,839 at 4% or $94,559 at 6%; with 50% employer match about $94,559 at 4% or $63,039 at 6%; with 100% employer match about $70,919 at 4% or $47,280 at 6%.
2022172$9,289,440$345,463$4,798iApproximate average salary by contribution assumption: employee only about $119,952 at 4% or $79,968 at 6%; with 50% employer match about $79,968 at 4% or $53,312 at 6%; with 100% employer match about $59,976 at 4% or $39,984 at 6%.
SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN-72$9,289,440$345,463$4,798iApproximate average salary by contribution assumption: employee only about $119,952 at 4% or $79,968 at 6%; with 50% employer match about $79,968 at 4% or $53,312 at 6%; with 100% employer match about $59,976 at 4% or $39,984 at 6%.
2021166$7,931,717$304,698$4,617iApproximate average salary by contribution assumption: employee only about $115,416 at 4% or $76,944 at 6%; with 50% employer match about $76,944 at 4% or $51,296 at 6%; with 100% employer match about $57,708 at 4% or $38,472 at 6%.
SANTA BARBARA MIDDLE SCHOOL 403(B) RETIREMENT PLAN-66$7,931,717$304,698$4,617iApproximate average salary by contribution assumption: employee only about $115,416 at 4% or $76,944 at 6%; with 50% employer match about $76,944 at 4% or $51,296 at 6%; with 100% employer match about $57,708 at 4% or $38,472 at 6%.
2020164$8,930,562$261,799$4,091iApproximate average salary by contribution assumption: employee only about $102,265 at 4% or $68,177 at 6%; with 50% employer match about $68,177 at 4% or $45,451 at 6%; with 100% employer match about $51,133 at 4% or $34,088 at 6%.
SANTA BARBARA MIDDLE SCHOOL 403(B) RETIREMENT PLAN-64$8,930,562$261,799$4,091iApproximate average salary by contribution assumption: employee only about $102,265 at 4% or $68,177 at 6%; with 50% employer match about $68,177 at 4% or $45,451 at 6%; with 100% employer match about $51,133 at 4% or $34,088 at 6%.
2019164$6,921,664$396,483$6,195iApproximate average salary by contribution assumption: employee only about $154,876 at 4% or $103,251 at 6%; with 50% employer match about $103,251 at 4% or $68,834 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
SANTA BARBARA MIDDLE SCHOOL 403(B) RETIREMENT PLAN-64$6,921,664$396,483$6,195iApproximate average salary by contribution assumption: employee only about $154,876 at 4% or $103,251 at 6%; with 50% employer match about $103,251 at 4% or $68,834 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
2018163$6,308,289$276,067$4,382iApproximate average salary by contribution assumption: employee only about $109,550 at 4% or $73,034 at 6%; with 50% employer match about $73,034 at 4% or $48,689 at 6%; with 100% employer match about $54,775 at 4% or $36,517 at 6%.
SANTA BARBARA MIDDLE SCHOOL 403(B) RETIREMENT PLAN-63$6,308,289$276,067$4,382iApproximate average salary by contribution assumption: employee only about $109,550 at 4% or $73,034 at 6%; with 50% employer match about $73,034 at 4% or $48,689 at 6%; with 100% employer match about $54,775 at 4% or $36,517 at 6%.
2017154$5,898,084$230,871$4,275iApproximate average salary by contribution assumption: employee only about $106,885 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-54$5,898,084$230,871$4,275iApproximate average salary by contribution assumption: employee only about $106,885 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%.
2016152$5,318,266$211,430$4,066iApproximate average salary by contribution assumption: employee only about $101,649 at 4% or $67,766 at 6%; with 50% employer match about $67,766 at 4% or $45,177 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-52$5,318,266$211,430$4,066iApproximate average salary by contribution assumption: employee only about $101,649 at 4% or $67,766 at 6%; with 50% employer match about $67,766 at 4% or $45,177 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
2015153$4,647,490$220,253$4,156iApproximate average salary by contribution assumption: employee only about $103,893 at 4% or $69,262 at 6%; with 50% employer match about $69,262 at 4% or $46,175 at 6%; with 100% employer match about $51,946 at 4% or $34,631 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-53$4,647,490$220,253$4,156iApproximate average salary by contribution assumption: employee only about $103,893 at 4% or $69,262 at 6%; with 50% employer match about $69,262 at 4% or $46,175 at 6%; with 100% employer match about $51,946 at 4% or $34,631 at 6%.
2014143$4,936,314$193,334$4,496iApproximate average salary by contribution assumption: employee only about $112,403 at 4% or $74,936 at 6%; with 50% employer match about $74,936 at 4% or $49,957 at 6%; with 100% employer match about $56,202 at 4% or $37,468 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-43$4,936,314$193,334$4,496iApproximate average salary by contribution assumption: employee only about $112,403 at 4% or $74,936 at 6%; with 50% employer match about $74,936 at 4% or $49,957 at 6%; with 100% employer match about $56,202 at 4% or $37,468 at 6%.
2013143$4,572,856$167,208$3,889iApproximate average salary by contribution assumption: employee only about $97,214 at 4% or $64,809 at 6%; with 50% employer match about $64,809 at 4% or $43,206 at 6%; with 100% employer match about $48,607 at 4% or $32,405 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-43$4,572,856$167,208$3,889iApproximate average salary by contribution assumption: employee only about $97,214 at 4% or $64,809 at 6%; with 50% employer match about $64,809 at 4% or $43,206 at 6%; with 100% employer match about $48,607 at 4% or $32,405 at 6%.
2012150$3,904,785$272,634$5,453iApproximate average salary by contribution assumption: employee only about $136,317 at 4% or $90,878 at 6%; with 50% employer match about $90,878 at 4% or $60,585 at 6%; with 100% employer match about $68,159 at 4% or $45,439 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-50$3,904,785$272,634$5,453iApproximate average salary by contribution assumption: employee only about $136,317 at 4% or $90,878 at 6%; with 50% employer match about $90,878 at 4% or $60,585 at 6%; with 100% employer match about $68,159 at 4% or $45,439 at 6%.
2011145$3,301,337$125,938$2,799iApproximate average salary by contribution assumption: employee only about $69,966 at 4% or $46,644 at 6%; with 50% employer match about $46,644 at 4% or $31,096 at 6%; with 100% employer match about $34,983 at 4% or $23,322 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-45$3,301,337$125,938$2,799iApproximate average salary by contribution assumption: employee only about $69,966 at 4% or $46,644 at 6%; with 50% employer match about $46,644 at 4% or $31,096 at 6%; with 100% employer match about $34,983 at 4% or $23,322 at 6%.
2010141$3,221,858$135,976$3,316iApproximate average salary by contribution assumption: employee only about $82,912 at 4% or $55,275 at 6%; with 50% employer match about $55,275 at 4% or $36,850 at 6%; with 100% employer match about $41,456 at 4% or $27,637 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-41$3,221,858$135,976$3,316iApproximate average salary by contribution assumption: employee only about $82,912 at 4% or $55,275 at 6%; with 50% employer match about $55,275 at 4% or $36,850 at 6%; with 100% employer match about $41,456 at 4% or $27,637 at 6%.
2009141$2,758,312$121,109$2,954iApproximate average salary by contribution assumption: employee only about $73,847 at 4% or $49,231 at 6%; with 50% employer match about $49,231 at 4% or $32,821 at 6%; with 100% employer match about $36,923 at 4% or $24,616 at 6%.
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-41$2,758,312$121,109$2,954iApproximate average salary by contribution assumption: employee only about $73,847 at 4% or $49,231 at 6%; with 50% employer match about $49,231 at 4% or $32,821 at 6%; with 100% employer match about $36,923 at 4% or $24,616 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN-0---