SANTA BARBARA MIDDLE SCHOOL
Plan context: SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN
EIN 95-3134383 • Santa Barbara, CA • 23 filings • 4 plans
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
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMEHT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| SANTA BARBARA MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |