?>
Logo

SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SANTA BARBARA PULMONARY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SANTA BARBARA PULMONARY ASSOCIATES, INC.
Employer identification number (EIN):821401040
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01JULIE SALINAS2021-08-23 JULIE SALINAS2021-08-23
0012019-01-01JULIE SALINAS2020-10-20 JULIE SALINAS2020-10-20
0012018-01-01
0012018-01-01
0012017-01-01

Plan Statistics for SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-018
Total participants2022-01-018
Number of participants with account balances2022-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011

Financial Data on SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$24,350
Expenses. Total of all expenses incurred2022-12-31$233,449
Benefits paid (including direct rollovers)2022-12-31$224,784
Total plan assets at end of year2022-12-31$1,249,125
Total plan assets at beginning of year2022-12-31$1,458,224
Total contributions received or receivable from participants2022-12-31$56,263
Expenses. Other expenses not covered elsewhere2022-12-31$6
Other income received2022-12-31$-113,192
Net income (gross income less expenses)2022-12-31$-209,099
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,249,125
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,458,224
Assets. Value of participant loans2022-12-31$1,952
Total contributions received or receivable from employer(s)2022-12-31$81,279
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,659
2021 : SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$277,510
Expenses. Total of all expenses incurred2021-12-31$11,593
Benefits paid (including direct rollovers)2021-12-31$9,579
Total plan assets at end of year2021-12-31$1,458,224
Total plan assets at beginning of year2021-12-31$1,192,307
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$52,264
Other income received2021-12-31$139,586
Net income (gross income less expenses)2021-12-31$265,917
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,458,224
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,192,307
Assets. Value of participant loans2021-12-31$169
Total contributions received or receivable from employer(s)2021-12-31$85,660
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,014

Form 5500 Responses for SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANTA BARBARA PULMONARY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3