PACIFIC CAPITAL ASSOCIATES 401(K) PLAN

[ EIN: 33-0223407 | Plan No. 001 ]

PACIFIC CAPITAL ASSOCIATES 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by PACIFIC CAPITAL ASSOCIATES. For the 2024 plan year, the plan had 5 participants and total assets of $319,195.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PACIFIC CAPITAL ASSOCIATES

Location: 4747 VIEWRIDGE AVE., SUITE 107, SAN DIEGO, CA 92123

EIN: 330223407

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $319,195

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