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SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 401k Plan overview

Plan NameSANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN
Plan identification number 001

SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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 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

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

Company Name:SANTA BARBARA APPLIED RESEARCH, INC.
Employer identification number (EIN):953517431
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01PATTY ODONNELL
0012014-01-01PATTY ODONNELL
0012013-01-01PATTY ODONNELL
0012012-01-01PATTY ODONNELL
0012011-01-01PATTY ODONNELL
0012010-01-01PATTY ODONNELL
0012009-01-01PATTY ODONNELL

Financial Data on SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN

Measure Date Value
2015 : SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$46,877
Total income from all sources (including contributions)2015-10-31$113,278
Total of all expenses incurred2015-10-31$6,971,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$6,810,452
Expenses. Certain deemed distributions of participant loans2015-10-31$97,356
Value of total corrective distributions2015-10-31$43,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$226,889
Value of total assets at end of year2015-10-31$0
Value of total assets at beginning of year2015-10-31$6,905,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$20,542
Total interest from all sources2015-10-31$3,556
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$47,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$47,646
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$184,779
Participant contributions at end of year2015-10-31$0
Participant contributions at beginning of year2015-10-31$89,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-31$46,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-6,858,710
Value of net assets at end of year (total assets less liabilities)2015-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$6,858,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$20,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$6,815,823
Interest on participant loans2015-10-31$3,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-164,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$42,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$6,810,452
Did the plan have assets held for investment2015-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31BARROWS & CO.
Accountancy firm EIN2015-10-31260036216
2014 : SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,071
Total income from all sources (including contributions)2014-12-31$763,852
Total of all expenses incurred2014-12-31$451,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$429,911
Value of total corrective distributions2014-12-31$18,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$416,934
Value of total assets at end of year2014-12-31$6,905,587
Value of total assets at beginning of year2014-12-31$6,568,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,238
Total interest from all sources2014-12-31$3,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$369,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$369,561
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$321,955
Participant contributions at end of year2014-12-31$89,764
Participant contributions at beginning of year2014-12-31$40,900
Participant contributions at beginning of year2014-12-31$2,232
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$46,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$22,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$312,035
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,858,710
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,546,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,815,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,524,901
Interest on participant loans2014-12-31$3,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-25,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$80,156
Employer contributions (assets) at beginning of year2014-12-31$713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$429,911
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARROWS & CO.
Accountancy firm EIN2014-12-31260036216
2013 : SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,780
Total income from all sources (including contributions)2013-12-31$1,363,811
Total of all expenses incurred2013-12-31$2,200,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,165,422
Value of total corrective distributions2013-12-31$22,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$430,311
Value of total assets at end of year2013-12-31$6,568,746
Value of total assets at beginning of year2013-12-31$7,393,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,008
Total interest from all sources2013-12-31$2,473
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$245,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$245,878
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$298,549
Participant contributions at end of year2013-12-31$40,900
Participant contributions at beginning of year2013-12-31$71,273
Participant contributions at end of year2013-12-31$2,232
Participant contributions at beginning of year2013-12-31$2,845
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$22,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-836,690
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,546,675
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,383,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,524,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,258,873
Interest on participant loans2013-12-31$2,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$685,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$101,762
Employer contributions (assets) at end of year2013-12-31$713
Employer contributions (assets) at beginning of year2013-12-31$60,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,165,422
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARROWS & CO.
Accountancy firm EIN2013-12-31260036216
2012 : SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,649
Total income from all sources (including contributions)2012-12-31$1,297,586
Total of all expenses incurred2012-12-31$1,078,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,064,761
Expenses. Certain deemed distributions of participant loans2012-12-31$97
Value of total corrective distributions2012-12-31$9,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$701,865
Value of total assets at end of year2012-12-31$7,393,145
Value of total assets at beginning of year2012-12-31$7,179,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,175
Total interest from all sources2012-12-31$4,298
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$170,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$170,040
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$342,707
Participant contributions at end of year2012-12-31$71,273
Participant contributions at beginning of year2012-12-31$78,871
Participant contributions at end of year2012-12-31$2,845
Participant contributions at beginning of year2012-12-31$1,824
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$218,773
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,383,365
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,164,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,258,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,971,827
Interest on participant loans2012-12-31$4,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$421,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$355,539
Employer contributions (assets) at end of year2012-12-31$60,154
Employer contributions (assets) at beginning of year2012-12-31$126,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,064,761
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARROWS & CO.
Accountancy firm EIN2012-12-31260036216
2011 : SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,711
Total income from all sources (including contributions)2011-12-31$676,308
Total of all expenses incurred2011-12-31$1,584,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,552,452
Expenses. Certain deemed distributions of participant loans2011-12-31$14,141
Value of total corrective distributions2011-12-31$14,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$659,354
Value of total assets at end of year2011-12-31$7,179,241
Value of total assets at beginning of year2011-12-31$8,098,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,690
Total interest from all sources2011-12-31$4,013
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$108,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$108,460
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$332,433
Participant contributions at end of year2011-12-31$78,871
Participant contributions at beginning of year2011-12-31$58,946
Participant contributions at end of year2011-12-31$1,824
Participant contributions at beginning of year2011-12-31$18,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$25,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-908,624
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,164,592
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,073,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,971,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,961,585
Interest on participant loans2011-12-31$4,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-95,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$326,921
Employer contributions (assets) at end of year2011-12-31$126,719
Employer contributions (assets) at beginning of year2011-12-31$60,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,552,452
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARROWS & CO.
Accountancy firm EIN2011-12-31260036216
2010 : SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,275
Total income from all sources (including contributions)2010-12-31$1,624,596
Total of all expenses incurred2010-12-31$822,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$795,785
Value of total corrective distributions2010-12-31$25,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$975,919
Value of total assets at end of year2010-12-31$8,098,927
Value of total assets at beginning of year2010-12-31$7,272,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,450
Total interest from all sources2010-12-31$4,250
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$110,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$110,371
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$448,749
Participant contributions at end of year2010-12-31$58,946
Participant contributions at beginning of year2010-12-31$92,992
Participant contributions at end of year2010-12-31$18,355
Participant contributions at beginning of year2010-12-31$22,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$25,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,275
Other income not declared elsewhere2010-12-31$530,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$801,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,073,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,271,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,961,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,994,491
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$58,994
Interest on participant loans2010-12-31$4,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$527,170
Employer contributions (assets) at end of year2010-12-31$60,041
Employer contributions (assets) at beginning of year2010-12-31$103,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$795,785
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31BARROWS & CO.
Accountancy firm EIN2010-12-31260036216

Form 5500 Responses for SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN

2015: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SANTA BARBARA APPLIED RESEARCH, INC. 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number5-15044
Policy instance 1

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