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HOSPICE OF SANTA BARBARA 403(B) PLAN 401k Plan overview

Plan NameHOSPICE OF SANTA BARBARA 403(B) PLAN
Plan identification number 001

HOSPICE OF SANTA BARBARA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOSPICE OF SANTA BARBARA INC has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF SANTA BARBARA INC
Employer identification number (EIN):237448586
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOSPICE OF SANTA BARBARA INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0727119

More information about HOSPICE OF SANTA BARBARA INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF SANTA BARBARA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01

Plan Statistics for HOSPICE OF SANTA BARBARA 403(B) PLAN

401k plan membership statisitcs for HOSPICE OF SANTA BARBARA 403(B) PLAN

Measure Date Value
2025: HOSPICE OF SANTA BARBARA 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2448
Total number of particpants at end of year2025-06-2449
Number of Participants With Account Balances2025-06-2439
2024: HOSPICE OF SANTA BARBARA 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1648
Total number of particpants at end of year2024-07-1648
Number of Participants With Account Balances2024-07-1639

Financial Data on HOSPICE OF SANTA BARBARA 403(B) PLAN

Measure Date Value
2025 : HOSPICE OF SANTA BARBARA 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-2416095
Net assets as of the end of the plan year2025-06-241193536
Total assets as of the beginning of the plan year2025-06-24791288
Value of plan covered by a fidelity bond2025-06-2479129
Participant contributions to plan in this plan year2025-06-24220287
Value of participant loans at end of plan year2025-06-2418881
Other contributions to plan in this plan year2025-06-2415619
Other income to plan in this plan year2025-06-24109576
Plan net income in this plan year2025-06-24402248
Net assets as of the end of the plan year2025-06-241193536
Net assets as of the beginning of the plan year2025-06-24791288
Value of contributions failed to transmitted timely2025-06-243320
Employer contributions to plan in this plan year2025-06-2472861
Fees paid to broker by Benefit Provider2025-06-244
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-249563
2024 : HOSPICE OF SANTA BARBARA 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1634614
Net assets as of the end of the plan year2024-07-16791288
Total assets as of the beginning of the plan year2024-07-16288189
Value of plan covered by a fidelity bond2024-07-1665000
Participant contributions to plan in this plan year2024-07-16220258
Value of participant loans at end of plan year2024-07-165980
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-16157312
Other income to plan in this plan year2024-07-1676997
Plan net income in this plan year2024-07-16503099
Net assets as of the end of the plan year2024-07-16791288
Net assets as of the beginning of the plan year2024-07-16288189
Value of contributions failed to transmitted timely2024-07-16206
Employer contributions to plan in this plan year2024-07-1683146
Fees paid to broker by Benefit Provider2024-07-163
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-165427

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