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SANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN 401k Plan overview

Plan NameSANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN
Plan identification number 001

SANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • 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 BOTANIC GARDEN has sponsored the creation of one or more 401k plans.

Company Name:SANTA BARBARA BOTANIC GARDEN
Employer identification number (EIN):951644628
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JILL FREELAND2023-05-22 JILL FREELAND2023-05-22
0012021-01-01JILL FREELAND2022-06-13 JILL FREELAND2022-06-13
0012020-01-01JILL FREELAND2021-05-17
0012018-01-01JILL FREELAND2019-06-26 JILL FREELAND2019-06-26
0012017-01-01GAYLE KOPITZKE2018-05-30 JILL FREELAND2018-05-30
0012016-01-01GAYLE KOPITZKE2017-07-14 JILL FREELAND2017-07-14
0012015-01-01GAYLE KOPITZKE2016-07-20 JILL FREELAND2016-07-20
0012014-01-01GAYLE KOPITZKE2015-06-11 GAYLE KOPITZKE2015-06-11
0012013-01-01GAYLE KOPITZKE2014-03-24 GAYLE KOPITZKE2014-03-24
0012012-01-01GAYLE KOPITZKE2013-07-22 JILL FREELAND2013-07-22
0012011-01-01CHERIE WELSH2012-04-25 CHERIE WELSH2012-04-25
0012010-01-01CHERIE WELSH2011-06-30 CHERIE WELSH2011-06-30

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