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FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 401k Plan overview

Plan NameFAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN
Plan identification number 002

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA has sponsored the creation of one or more 401k plans.

Company Name:FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA
Employer identification number (EIN):770326405
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3840009

More information about FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DOUG KATERS FOR SBPC INC.2024-10-16
0022022-01-01DOUG KATERS FOR SBPC INC.2023-10-16
0022021-01-01DOUG KATERS FOR SBPC INC.2022-10-17
0022020-01-01DOUG KATERS FOR SBPC INC.2021-10-15
0022015-01-01JEROME T. KAY, M.D.
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JEROME T. KAY, M.D.
0022011-01-01JEROME T. KAY, M.D. JEROME T. KAY, M.D.2012-07-19
0022010-01-01JEROME T KAY, M.D.
0022009-01-01JEROME T. KAY, M.D. JEROME T. KAY, M.D.2010-10-13

Financial Data on FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

Measure Date Value
2025 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-1524197
Total liabilities as of the beginning of the plan year2025-10-1524197
Total expenses incurred by plan in this plan year2025-10-1511145
Net assets as of the end of the plan year2025-10-151633920
Total assets as of the beginning of the plan year2025-10-151098473
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-1511145
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15123120
Plan net income in this plan year2025-10-15535447
Net assets as of the end of the plan year2025-10-151609723
Net assets as of the beginning of the plan year2025-10-151074276
Employer contributions to plan in this plan year2025-10-15423472
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-150
2024 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-1524197
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-156725
Net assets as of the end of the plan year2024-10-151098473
Total assets as of the beginning of the plan year2024-10-15624403
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-156725
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1594002
Plan net income in this plan year2024-10-15449873
Net assets as of the end of the plan year2024-10-151074276
Net assets as of the beginning of the plan year2024-10-15624403
Employer contributions to plan in this plan year2024-10-15362596
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2015 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-45,343
Expenses. Total of all expenses incurred2015-12-31$513,110
Benefits paid (including direct rollovers)2015-12-31$488,847
Total plan assets at end of year2015-12-31$2,270,743
Total plan assets at beginning of year2015-12-31$2,829,196
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$24,263
Contributions received from other sources (not participants or employers)2015-12-31$70,000
Other income received2015-12-31$-77,721
Net income (gross income less expenses)2015-12-31$-558,453
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,270,743
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,829,196
Assets. Value of assets in partnership/joint-venture interests2015-12-31$315,211
Total contributions received or receivable from employer(s)2015-12-31$32,378
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$216,382
Expenses. Total of all expenses incurred2014-12-31$58,207
Benefits paid (including direct rollovers)2014-12-31$35,041
Total plan assets at end of year2014-12-31$2,829,196
Total plan assets at beginning of year2014-12-31$2,671,021
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$23,166
Other income received2014-12-31$100,341
Net income (gross income less expenses)2014-12-31$158,175
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,829,196
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,671,021
Assets. Value of assets in partnership/joint-venture interests2014-12-31$341,398
Total contributions received or receivable from employer(s)2014-12-31$116,041
2013 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$406,470
Expenses. Total of all expenses incurred2013-12-31$48,660
Benefits paid (including direct rollovers)2013-12-31$31,717
Total plan assets at end of year2013-12-31$2,671,021
Total plan assets at beginning of year2013-12-31$2,313,211
Value of fidelity bond covering the plan2013-12-31$1,000,000
Assets. Value of loans (other than to participants)2013-12-31$13,725
Expenses. Other expenses not covered elsewhere2013-12-31$16,943
Other income received2013-12-31$292,217
Net income (gross income less expenses)2013-12-31$357,810
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,671,021
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,313,211
Assets. Value of assets in partnership/joint-venture interests2013-12-31$392,384
Total contributions received or receivable from employer(s)2013-12-31$114,253
2012 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$366,976
Expenses. Total of all expenses incurred2012-12-31$47,897
Benefits paid (including direct rollovers)2012-12-31$30,117
Total plan assets at end of year2012-12-31$2,313,211
Total plan assets at beginning of year2012-12-31$1,994,132
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$5,500
Assets. Value of loans (other than to participants)2012-12-31$55,144
Expenses. Other expenses not covered elsewhere2012-12-31$17,780
Other income received2012-12-31$245,593
Net income (gross income less expenses)2012-12-31$319,079
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,313,211
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,994,132
Assets. Value of assets in partnership/joint-venture interests2012-12-31$225,000
Total contributions received or receivable from employer(s)2012-12-31$115,883
2011 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$9,558
Total income from all sources2011-12-31$76,436
Expenses. Total of all expenses incurred2011-12-31$151,200
Benefits paid (including direct rollovers)2011-12-31$116,352
Total plan assets at end of year2011-12-31$1,994,132
Total plan assets at beginning of year2011-12-31$2,078,454
Value of fidelity bond covering the plan2011-12-31$1,000,000
Assets. Value of loans (other than to participants)2011-12-31$87,008
Other income received2011-12-31$-30,563
Net income (gross income less expenses)2011-12-31$-74,764
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,994,132
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,068,896
Assets. Value of real-estate (other than employer real property)2011-12-31$300,000
Total contributions received or receivable from employer(s)2011-12-31$106,999
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$34,848
2010 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$9,558
Total plan liabilities at beginning of year2010-12-31$3,919
Total income from all sources2010-12-31$233,441
Expenses. Total of all expenses incurred2010-12-31$62,917
Benefits paid (including direct rollovers)2010-12-31$29,687
Total plan assets at end of year2010-12-31$2,078,454
Total plan assets at beginning of year2010-12-31$1,902,291
Value of fidelity bond covering the plan2010-12-31$1,000,000
Assets. Value of loans (other than to participants)2010-12-31$124,090
Expenses. Other expenses not covered elsewhere2010-12-31$33,230
Other income received2010-12-31$127,992
Net income (gross income less expenses)2010-12-31$170,524
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,068,896
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,898,372
Assets. Value of real-estate (other than employer real property)2010-12-31$280,000
Total contributions received or receivable from employer(s)2010-12-31$105,449
2009 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

2015: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number3405-005236
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number3405-005236
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number3405-005236
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number3405-005236
Policy instance 1

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