Civic Intelligence

Montecito Financial Services Inc.

Plan context: Montecito Financial Services Inc. 401(K) Profit Sharing Plan

EIN 95-3981046 • Glendale, CA • 19 filings • 3 plans

300 W. Glenoaks Blvd., #200Glendale, CA 91202
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$18,490

2018 Contributions

$168,625

Historical Graphs

Total Assets Over Time

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

$1,797,966$898,983$0200020102017YearValue
$18,490Latest year 2017

Participants Over Time

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

22110200020092017YearValue
1Latest 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
201810$0$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-0$0$0-
201711$18,490$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-1$18,490$0-
2016122$1,708,044$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-22$1,708,044$0-
2015120$1,676,017$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-20$1,676,017$0-
201419$1,633,682$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-9$1,633,682$0-
201319$1,568,831$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-9$1,568,831$0-
2012113$1,476,467$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-13$1,476,467$0-
2011114$1,425,315$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-14$1,425,315$0-
2010116$1,387,201$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-16$1,387,201$0-
200919$1,797,966$168,625$18,736iApproximate average salary by contribution assumption: employee only about $468,403 at 4% or $312,269 at 6%; with 50% employer match about $312,269 at 4% or $208,179 at 6%; with 100% employer match about $234,201 at 4% or $156,134 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-9$1,797,966$168,625$18,736iApproximate average salary by contribution assumption: employee only about $468,403 at 4% or $312,269 at 6%; with 50% employer match about $312,269 at 4% or $208,179 at 6%; with 100% employer match about $234,201 at 4% or $156,134 at 6%.
200819$0$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-9---
2007110$0$0-
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-10---
2006113$1,717,745$118,548$9,119iApproximate average salary by contribution assumption: employee only about $227,977 at 4% or $151,985 at 6%; with 50% employer match about $151,985 at 4% or $101,323 at 6%; with 100% employer match about $113,988 at 4% or $75,992 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-13$1,717,745$118,548$9,119iApproximate average salary by contribution assumption: employee only about $227,977 at 4% or $151,985 at 6%; with 50% employer match about $151,985 at 4% or $101,323 at 6%; with 100% employer match about $113,988 at 4% or $75,992 at 6%.
2005113$1,566,305$117,436$9,034iApproximate average salary by contribution assumption: employee only about $225,838 at 4% or $150,559 at 6%; with 50% employer match about $150,559 at 4% or $100,373 at 6%; with 100% employer match about $112,919 at 4% or $75,279 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-13$1,566,305$117,436$9,034iApproximate average salary by contribution assumption: employee only about $225,838 at 4% or $150,559 at 6%; with 50% employer match about $150,559 at 4% or $100,373 at 6%; with 100% employer match about $112,919 at 4% or $75,279 at 6%.
2004113$1,421,853$119,428$9,187iApproximate average salary by contribution assumption: employee only about $229,669 at 4% or $153,113 at 6%; with 50% employer match about $153,113 at 4% or $102,075 at 6%; with 100% employer match about $114,835 at 4% or $76,556 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-13$1,421,853$119,428$9,187iApproximate average salary by contribution assumption: employee only about $229,669 at 4% or $153,113 at 6%; with 50% employer match about $153,113 at 4% or $102,075 at 6%; with 100% employer match about $114,835 at 4% or $76,556 at 6%.
2003113$1,278,140$112,762$8,674iApproximate average salary by contribution assumption: employee only about $216,850 at 4% or $144,567 at 6%; with 50% employer match about $144,567 at 4% or $96,378 at 6%; with 100% employer match about $108,425 at 4% or $72,283 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-13$1,278,140$112,762$8,674iApproximate average salary by contribution assumption: employee only about $216,850 at 4% or $144,567 at 6%; with 50% employer match about $144,567 at 4% or $96,378 at 6%; with 100% employer match about $108,425 at 4% or $72,283 at 6%.
2002112$1,153,840$87,861$7,322iApproximate average salary by contribution assumption: employee only about $183,044 at 4% or $122,029 at 6%; with 50% employer match about $122,029 at 4% or $81,353 at 6%; with 100% employer match about $91,522 at 4% or $61,015 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-12$1,153,840$87,861$7,322iApproximate average salary by contribution assumption: employee only about $183,044 at 4% or $122,029 at 6%; with 50% employer match about $122,029 at 4% or $81,353 at 6%; with 100% employer match about $91,522 at 4% or $61,015 at 6%.
2001112$1,052,819$71,254$5,938iApproximate average salary by contribution assumption: employee only about $148,446 at 4% or $98,964 at 6%; with 50% employer match about $98,964 at 4% or $65,976 at 6%; with 100% employer match about $74,223 at 4% or $49,482 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-12$1,052,819$71,254$5,938iApproximate average salary by contribution assumption: employee only about $148,446 at 4% or $98,964 at 6%; with 50% employer match about $98,964 at 4% or $65,976 at 6%; with 100% employer match about $74,223 at 4% or $49,482 at 6%.
200011$970,885$104,717$104,717iApproximate average salary by contribution assumption: employee only about $2,617,925 at 4% or $1,745,283 at 6%; with 50% employer match about $1,745,283 at 4% or $1,163,522 at 6%; with 100% employer match about $1,308,963 at 4% or $872,642 at 6%.
Montecito Financial Services Inc. 401(K) Profit Sharing Plan-1$970,885$104,717$104,717iApproximate average salary by contribution assumption: employee only about $2,617,925 at 4% or $1,745,283 at 6%; with 50% employer match about $1,745,283 at 4% or $1,163,522 at 6%; with 100% employer match about $1,308,963 at 4% or $872,642 at 6%.