Pathpoint at 315 W Haley ST STE 202, Santa Barbara, Ca 93101 lists Henry Bruell and Matthew Mazie of Santa Barbara, CA as associates.
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Henry Bruell
Individual Agent
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315 W HALEY ST STE 202, SANTA BARBARA, CA 93101
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Henry Bruell
CEO
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315 W HALEY ST STE 202, SANTA BARBARA, CA 93101
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Matthew Mazie
Chief Financial Officer
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315 W HALEY ST STE 202, SANTA BARBARA, CA 93101
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John Hunt
Secretary
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315 W HALEY ST STE 202, SANTA BARBARA, CA 93101
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315 W HALEY ST STE 202, SANTA BARBARA, CA 93101
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePATHPOINT WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY283 / 0 Assets BOY/EOY$0 / $0 | 2023 | PATHPOINT WELFARE BENEFIT PLAN - Plan #502 | 283 / 0 | $0 / $0 |
| 2022 | Plan Name403(B) THRIFT PLAN OF PATHPOINT Plan #002 Participants BOY/EOY450 / 592 Assets BOY/EOY$18,393,174 / $15,087,004 | 2022 | 403(B) THRIFT PLAN OF PATHPOINT - Plan #002 | 450 / 592 | $18,393,174 / $15,087,004 |
| 2022 | Plan NamePATHPOINT WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY288 / 0 Assets BOY/EOY$0 / $0 | 2022 | PATHPOINT WELFARE BENEFIT PLAN - Plan #502 | 288 / 0 | $0 / $0 |
| 2021 | Plan Name403(B) THRIFT PLAN OF PATHPOINT Plan #002 Participants BOY/EOY500 / 450 Assets BOY/EOY$15,808,361 / $18,393,174 | 2021 | 403(B) THRIFT PLAN OF PATHPOINT - Plan #002 | 500 / 450 | $15,808,361 / $18,393,174 |
| 2021 | Plan NamePATHPOINT WELFARE BENEFIT PLAN Plan #502 Participants BOY/EOY322 / 0 Assets BOY/EOY$0 / $0 | 2021 | PATHPOINT WELFARE BENEFIT PLAN - Plan #502 | 322 / 0 | $0 / $0 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps786 Contributions$1,575,227 Revenue$25,477,174 Expenses$23,220,158 Assets EOY$30,980,142 Liabilities$10,839,697 | 2022 | 786 | $1,575,227 | $25,477,174 | $23,220,158 | $30,980,142 | $10,839,697 |
| 2021 | # of Emps969 Contributions$1,794,658 Revenue$25,745,557 Expenses$22,806,940 Assets EOY$30,188,794 Liabilities$11,740,030 | 2021 | 969 | $1,794,658 | $25,745,557 | $22,806,940 | $30,188,794 | $11,740,030 |
| 2020 | # of Emps1227 Contributions$1,444,645 Revenue$27,092,415 Expenses$25,321,376 Assets EOY$26,421,475 Liabilities$11,458,916 | 2020 | 1227 | $1,444,645 | $27,092,415 | $25,321,376 | $26,421,475 | $11,458,916 |
| 2019 | # of Emps1133 Contributions$1,992,489 Revenue$26,328,708 Expenses$25,066,744 Assets EOY$25,109,577 Liabilities$11,810,600 | 2019 | 1133 | $1,992,489 | $26,328,708 | $25,066,744 | $25,109,577 | $11,810,600 |
| 2018 | # of Emps1017 Contributions$2,170,215 Revenue$24,436,113 Expenses$24,235,646 Assets EOY$23,261,020 Liabilities$11,663,308 | 2018 | 1017 | $2,170,215 | $24,436,113 | $24,235,646 | $23,261,020 | $11,663,308 |
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