How big is Pacific Capital Resource Group's plan?

Pacific Capital Resource Group's plan reported $2.0M in assets and 47 participants for 2024.

Original filing (PDF)20250530115408NAL0008054209001

Pacific Capital Resource Group

Name: Pacific Capital Resource Group — Pacific Capital, Form 5500 (2024)
Creator: Pacific Capital Resource Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Capital Resource Group 401(k) Plan

401(k) retirement plan · Pacific Capital Resource Group's Pacific Capital Resource Group 401(k) Plan held $2.0M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Kurt Jonson signed Pacific Capital Resource Group's 2024 Form 5500 as plan administrator.

Kurt Jonson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Capital Resource Group's EIN is 91-1886989.

EIN 91-1886989

Plan number 001

Plan year 2024

ACK ID 20250530115408NAL0008054209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Capital Resource Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Capital Resource Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC CAPITAL RESOURCE GROUP.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off