401k Plan data: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA plan

403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA
Plan identification number	003

403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

FAMILY SERVICE AGENCY OF SANTA BARBARA has sponsored the creation of one or more 401k plans.

Company Name: FAMILY SERVICE AGENCY OF SANTA BARBARA

Employer identification number (EIN): 951644031

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2020-07-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DENISE CICOUREL 2018-07-24 DENISE CICOUREL 2018-07-24
003 2016-01-01 DENISE CICOUREL 2017-05-30 DENISE CICOUREL 2017-05-30
003 2015-01-01 DENISE CICOUREL 2016-07-22 DENISE CICOUREL 2016-07-22
003 2014-01-01 DENISE CICOUREL 2015-07-22 DENISE CICOUREL 2015-07-22
003 2013-01-01 DENISE CICOUREL 2015-02-24 DENISE CICOUREL 2015-02-24
003 2012-01-01 DENISE CICOUREL 2015-02-24 DENISE CICOUREL 2015-02-24
003 2011-01-01 DENISE CICOUREL 2015-02-13 DENISE CICOUREL 2015-02-13
003 2010-01-01 DENISE CICOUREL 2011-05-26 DENISE CICOUREL 2011-05-26
003 2009-01-01 DENISE CICOUREL DENISE CICOUREL 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01
003	2020-07-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	DENISE CICOUREL	2018-07-24	DENISE CICOUREL	2018-07-24
003	2016-01-01	DENISE CICOUREL	2017-05-30	DENISE CICOUREL	2017-05-30
003	2015-01-01	DENISE CICOUREL	2016-07-22	DENISE CICOUREL	2016-07-22
003	2014-01-01	DENISE CICOUREL	2015-07-22	DENISE CICOUREL	2015-07-22
003	2013-01-01	DENISE CICOUREL	2015-02-24	DENISE CICOUREL	2015-02-24
003	2012-01-01	DENISE CICOUREL	2015-02-24	DENISE CICOUREL	2015-02-24
003	2011-01-01	DENISE CICOUREL	2015-02-13	DENISE CICOUREL	2015-02-13
003	2010-01-01	DENISE CICOUREL	2011-05-26	DENISE CICOUREL	2011-05-26
003	2009-01-01	DENISE CICOUREL		DENISE CICOUREL	2010-10-14

Plan Statistics for 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA

Measure Date Value
2021: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2021 401k membership
Total participants, beginning-of-year 2021-07-01 302
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 214
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 88
Total of all active and inactive participants 2021-07-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 302
Number of participants with account balances 2021-07-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2020 401k membership
Total participants, beginning-of-year 2020-07-01 274
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 248
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 54
Total of all active and inactive participants 2020-07-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 302
Number of participants with account balances 2020-07-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
Total participants, beginning-of-year 2020-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 201
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 73
Total of all active and inactive participants 2020-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 274
Number of participants with account balances 2020-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 230
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 47
Total of all active and inactive participants 2019-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 277
Number of participants with account balances 2019-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 192
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 234
Number of participants with account balances 2018-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 40
Total of all active and inactive participants 2009-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 116
Number of participants with account balances 2009-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2021 401k membership
Total participants, beginning-of-year	2021-07-01	302
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	214
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	88
Total of all active and inactive participants	2021-07-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	302
Number of participants with account balances	2021-07-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2020 401k membership
Total participants, beginning-of-year	2020-07-01	274
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	248
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	54
Total of all active and inactive participants	2020-07-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	302
Number of participants with account balances	2020-07-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
Total participants, beginning-of-year	2020-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	201
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	73
Total of all active and inactive participants	2020-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	274
Number of participants with account balances	2020-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	230
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	47
Total of all active and inactive participants	2019-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	277
Number of participants with account balances	2019-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	192
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	234
Number of participants with account balances	2018-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	40
Total of all active and inactive participants	2009-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	116
Number of participants with account balances	2009-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA

Measure	Date	Value
2022 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-76,344
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$143,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$141,757
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$385,509
Value of total assets at end of year	2022-06-30	$3,261,295
Value of total assets at beginning of year	2022-06-30	$3,481,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,637
Total interest from all sources	2022-06-30	$1,999
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$340,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$272,156
Participant contributions at end of year	2022-06-30	$25,074
Participant contributions at beginning of year	2022-06-30	$1,831
Participant contributions at end of year	2022-06-30	$9,650
Participant contributions at beginning of year	2022-06-30	$13,481
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$52,105
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$1,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-219,738
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,261,295
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,481,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,855,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,090,956
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$0
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$1,999
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$310,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$312,670
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-463,852
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$61,248
Employer contributions (assets) at end of year	2022-06-30	$61,248
Employer contributions (assets) at beginning of year	2022-06-30	$62,095
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$141,757
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	VASQUEZ & COMPANY LLC
Accountancy firm EIN	2022-06-30	330700332
2021 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,036,101
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$84,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$83,387
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$371,634
Value of total assets at end of year	2021-06-30	$3,481,033
Value of total assets at beginning of year	2021-06-30	$2,529,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,384
Total interest from all sources	2021-06-30	$3,126
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$340,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$245,295
Participant contributions at end of year	2021-06-30	$1,831
Participant contributions at beginning of year	2021-06-30	$14,860
Participant contributions at end of year	2021-06-30	$13,481
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$67,471
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$1,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$951,330
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,481,033
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,529,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,090,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,217,918
Interest on participant loans	2021-06-30	$0
Interest earned on other investments	2021-06-30	$3,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$312,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$296,925
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$661,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$58,868
Employer contributions (assets) at end of year	2021-06-30	$62,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$83,387
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	VASQUEZ & COMPANY LLC
Accountancy firm EIN	2021-06-30	330700332
2020 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$73,629
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$60,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$59,857
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$147,318
Value of total assets at end of year	2020-06-30	$2,529,703
Value of total assets at beginning of year	2020-06-30	$2,516,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$536
Total interest from all sources	2020-06-30	$1,424
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$340,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$108,970
Participant contributions at end of year	2020-06-30	$14,860
Participant contributions at beginning of year	2020-06-30	$17,049
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$11,355
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$13,236
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,529,703
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,516,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,217,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,268,302
Interest on participant loans	2020-06-30	$0
Interest earned on other investments	2020-06-30	$1,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$296,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$231,116
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from pooled separate accounts	2020-06-30	$-75,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$26,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$59,857
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
2019 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$622,489
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$82,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$80,963
Expenses. Certain deemed distributions of participant loans	2019-12-31	$984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$231,908
Value of total assets at end of year	2019-12-31	$2,516,467
Value of total assets at beginning of year	2019-12-31	$1,976,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$870
Total interest from all sources	2019-12-31	$4,187
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$340,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$193,377
Participant contributions at end of year	2019-12-31	$17,049
Participant contributions at beginning of year	2019-12-31	$23,645
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$539,672
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,516,467
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,976,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,268,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,732,609
Interest on participant loans	2019-12-31	$0
Interest earned on other investments	2019-12-31	$4,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$231,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$220,541
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$386,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$38,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$80,963
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VASQUEZ & COMPANY LLC
Accountancy firm EIN	2019-12-31	330700332
2018 : 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$72,938
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$136,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$136,089
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$202,866
Value of total assets at end of year	2018-12-31	$1,976,795
Value of total assets at beginning of year	2018-12-31	$2,040,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$617
Total interest from all sources	2018-12-31	$2,405
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$340,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$166,768
Participant contributions at end of year	2018-12-31	$23,645
Participant contributions at beginning of year	2018-12-31	$27,330
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,104
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-63,768
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,976,795
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,040,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,732,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,804,574
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$2,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$220,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$208,659
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-132,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$29,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$136,089
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VASQUEZ & COMPANY LLC
Accountancy firm EIN	2018-12-31	330700332

Form 5500 Responses for 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA

2021: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403(B) THRIFT PLAN OF FAMILY SERVICE AGENCY OF SANTA BARBARA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052872I

Policy instance

Insurance contract or identification number	052872I
Number of Individuals Covered	324
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $699
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	699
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052872I

Policy instance

Insurance contract or identification number	052872I
Number of Individuals Covered	302
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $699
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	699
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052872I

Policy instance

Insurance contract or identification number	052872I
Number of Individuals Covered	274
Insurance policy start date	2020-01-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $699
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	699
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052872I

Policy instance

Insurance contract or identification number	052872I
Number of Individuals Covered	277
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $671
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	671
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052872I

Policy instance

Insurance contract or identification number	052872I
Number of Individuals Covered	234
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,494
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1494
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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Company Name:	FAMILY SERVICE AGENCY OF SANTA BARBARA
Employer identification number (EIN):	951644031
NAIC Classification:	624100
NAIC Description:	Individual and Family Services