Civic Intelligence

Sandor Montecito Inc.

Plan context: Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans

EIN 95-3428152 • Santa Barbara, CA • 20 filings • 7 plans

3080 Eucalyptus Hill RoadSanta Barbara, CA 93108
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$4,544,473

2017 Contributions

$872,145

Historical Graphs

Total Assets Over Time

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

$4,544,473$2,272,237$0200620132017YearValue
$4,544,473Latest year 2017

Participants Over Time

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

67340200620122017YearValue
2Latest year 2017

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
201732$4,544,473$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-2$3,023,647--
SANDOR MONTECITO, INC. CASH BALANCE PENSION PLAN-2$1,477,751$0-
SANDOR MONTECITO, INC. DISCRETIONARY DEFINED CONTRIBUTION PLAN-1$43,075$0-
2016319$4,461,459$872,145$45,902iApproximate average salary by contribution assumption: employee only about $1,147,559 at 4% or $765,039 at 6%; with 50% employer match about $765,039 at 4% or $510,026 at 6%; with 100% employer match about $573,780 at 4% or $382,520 at 6%.
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-2$2,969,001$12,145$6,073iApproximate average salary by contribution assumption: employee only about $151,813 at 4% or $101,208 at 6%; with 50% employer match about $101,208 at 4% or $67,472 at 6%; with 100% employer match about $75,906 at 4% or $50,604 at 6%.
SANDOR MONTECITO, INC. CASH BALANCE PENSION PLAN-19$1,422,509$860,000$45,263iApproximate average salary by contribution assumption: employee only about $1,131,579 at 4% or $754,386 at 6%; with 50% employer match about $754,386 at 4% or $502,924 at 6%; with 100% employer match about $565,789 at 4% or $377,193 at 6%.
SANDOR MONTECITO, INC. DISCRETIONARY DEFINED CONTRIBUTION PLAN-8$69,949$0-
2015362$3,681,343$466,204$7,519iApproximate average salary by contribution assumption: employee only about $187,985 at 4% or $125,324 at 6%; with 50% employer match about $125,324 at 4% or $83,549 at 6%; with 100% employer match about $93,993 at 4% or $62,662 at 6%.
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-62$3,041,249$128,156$2,067iApproximate average salary by contribution assumption: employee only about $51,676 at 4% or $34,451 at 6%; with 50% employer match about $34,451 at 4% or $22,967 at 6%; with 100% employer match about $25,838 at 4% or $17,225 at 6%.
OPTIMUM PERFORMANCE INSTITUTE CASH BALANCE PENSION PLAN-29$571,020$292,043$10,070iApproximate average salary by contribution assumption: employee only about $251,761 at 4% or $167,841 at 6%; with 50% employer match about $167,841 at 4% or $111,894 at 6%; with 100% employer match about $125,881 at 4% or $83,920 at 6%.
OPTIMUM PERFORMANCE INSTITUTE DISCRETIONARY DEFINED CONTRIBUTION PLAN-8$69,074$46,005$5,751iApproximate average salary by contribution assumption: employee only about $143,766 at 4% or $95,844 at 6%; with 50% employer match about $95,844 at 4% or $63,896 at 6%; with 100% employer match about $71,883 at 4% or $47,922 at 6%.
2014367$3,359,710$415,492$6,201iApproximate average salary by contribution assumption: employee only about $155,034 at 4% or $103,356 at 6%; with 50% employer match about $103,356 at 4% or $68,904 at 6%; with 100% employer match about $77,517 at 4% or $51,678 at 6%.
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-67$3,054,989$110,771$1,653iApproximate average salary by contribution assumption: employee only about $41,332 at 4% or $27,555 at 6%; with 50% employer match about $27,555 at 4% or $18,370 at 6%; with 100% employer match about $20,666 at 4% or $13,777 at 6%.
OPTIMUM PERFORMANCE INSTITUTE CASH BALANCE PENSION PLAN-24$280,739$280,739$11,697iApproximate average salary by contribution assumption: employee only about $292,436 at 4% or $194,958 at 6%; with 50% employer match about $194,958 at 4% or $129,972 at 6%; with 100% employer match about $146,218 at 4% or $97,479 at 6%.
OPTIMUM PERFORMANCE INSTITUTE DISCRETIONARY DEFINED CONTRIBUTION PLAN-6$23,982$23,982$3,997iApproximate average salary by contribution assumption: employee only about $99,925 at 4% or $66,617 at 6%; with 50% employer match about $66,617 at 4% or $44,411 at 6%; with 100% employer match about $49,963 at 4% or $33,308 at 6%.
2013137$2,908,799$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-37$2,908,799--
2012125$2,675,341$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-25$2,675,341--
2011114$2,484,662$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-14$2,484,662--
201017$2,683,257$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-7$2,683,257--
200918$2,325,887$82,573$10,322iApproximate average salary by contribution assumption: employee only about $258,041 at 4% or $172,027 at 6%; with 50% employer match about $172,027 at 4% or $114,685 at 6%; with 100% employer match about $129,020 at 4% or $86,014 at 6%.
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-8$2,325,887$82,573$10,322iApproximate average salary by contribution assumption: employee only about $258,041 at 4% or $172,027 at 6%; with 50% employer match about $172,027 at 4% or $114,685 at 6%; with 100% employer match about $129,020 at 4% or $86,014 at 6%.
200819$0$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-9---
200719$0$0-
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-9---
200615$2,395,250$96,091$19,218iApproximate average salary by contribution assumption: employee only about $480,455 at 4% or $320,303 at 6%; with 50% employer match about $320,303 at 4% or $213,536 at 6%; with 100% employer match about $240,228 at 4% or $160,152 at 6%.
Sandor Montecito Inc. 401(K) Profit Sharing & Discretionary Defined Contribution Plans-5$2,395,250$96,091$19,218iApproximate average salary by contribution assumption: employee only about $480,455 at 4% or $320,303 at 6%; with 50% employer match about $320,303 at 4% or $213,536 at 6%; with 100% employer match about $240,228 at 4% or $160,152 at 6%.