401k Plan data: SANTA BARBARA RESCUE MISSION 403(B)PLAN plan

SANTA BARBARA RESCUE MISSION 403(B)PLAN 401k Plan overview

Plan Name	SANTA BARBARA RESCUE MISSION 403(B)PLAN
Plan identification number	002

SANTA BARBARA RESCUE MISSION 403(B)PLAN Benefits

401k Plan Type

Defined 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.
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 RESCUE MISSION has sponsored the creation of one or more 401k plans.

Company Name: SANTA BARBARA RESCUE MISSION

Employer identification number (EIN): 956134271

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SANTA BARBARA RESCUE MISSION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1963-10-14

Company Identification Number: C0459100

Legal Registered Office Address: 535 E Yanonali St

Santa Barbara
United States of America (USA)
93103

More information about SANTA BARBARA RESCUE MISSION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA BARBARA RESCUE MISSION 403(B)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01
002 2019-10-01 HANNAH NELSON 2021-07-15
002 2018-10-01 HANNAH NELSON 2020-07-15
002 2017-10-01 ELYSIA MITCHELL 2019-04-29
002 2016-10-01 TRINITY SCHWARTZ 2018-01-11
002 2015-10-01 TRINITY SCHWARTZ 2017-07-17
002 2014-10-01 TRINITY SCHWARTZ 2016-07-05
002 2013-10-01 LIZZY MACRAE 2015-07-07
002 2012-10-01 LIZZY MACRAE 2013-12-12
002 2011-10-01 LIZZY MACRAE 2013-04-17 LIZZY MACRAE 2013-04-17
002 2010-10-01 LIZZY MACRAE 2012-03-07
002 2008-01-01 JOSEPH FOSTER
002 2007-01-01 JOSEPH FOSTER
002 2006-01-01 JOSEPH FOSTER
002 2005-01-01 JOSEPH FOSTER
002 2004-01-01 JOSEPH FOSTER
002 2003-01-01 JOSEPH FOSTER
002 2002-01-01 JOSEPH FOSTER
002 2001-01-01 JOSEPH FOSTER
002 2000-01-01 JOSEPH FOSTER
002 1999-01-01 JOSEPH FOSTER
002 1998-01-01 JOSEPH FOSTER
002 1997-01-01 JOSEPH FOSTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01
002	2019-10-01	HANNAH NELSON	2021-07-15
002	2018-10-01	HANNAH NELSON	2020-07-15
002	2017-10-01	ELYSIA MITCHELL	2019-04-29
002	2016-10-01	TRINITY SCHWARTZ	2018-01-11
002	2015-10-01	TRINITY SCHWARTZ	2017-07-17
002	2014-10-01	TRINITY SCHWARTZ	2016-07-05
002	2013-10-01	LIZZY MACRAE	2015-07-07
002	2012-10-01	LIZZY MACRAE	2013-12-12
002	2011-10-01	LIZZY MACRAE	2013-04-17	LIZZY MACRAE	2013-04-17
002	2010-10-01	LIZZY MACRAE	2012-03-07
002	2008-01-01	JOSEPH FOSTER
002	2007-01-01	JOSEPH FOSTER
002	2006-01-01	JOSEPH FOSTER
002	2005-01-01	JOSEPH FOSTER
002	2004-01-01	JOSEPH FOSTER
002	2003-01-01	JOSEPH FOSTER
002	2002-01-01	JOSEPH FOSTER
002	2001-01-01	JOSEPH FOSTER
002	2000-01-01	JOSEPH FOSTER
002	1999-01-01	JOSEPH FOSTER
002	1998-01-01	JOSEPH FOSTER
002	1997-01-01	JOSEPH FOSTER

Plan Statistics for SANTA BARBARA RESCUE MISSION 403(B)PLAN

401k plan membership statisitcs for SANTA BARBARA RESCUE MISSION 403(B)PLAN

Measure Date Value
2021: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 43
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 30
Number of other retired or separated participants entitled to future benefits 2021-10-01 16
Total of all active and inactive participants 2021-10-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 2
Total participants 2021-10-01 48
Number of participants with account balances 2021-10-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0

Measure	Date	Value
2021: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	43
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	30
Number of other retired or separated participants entitled to future benefits	2021-10-01	16
Total of all active and inactive participants	2021-10-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	2
Total participants	2021-10-01	48
Number of participants with account balances	2021-10-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0

Financial Data on SANTA BARBARA RESCUE MISSION 403(B)PLAN

Measure	Date	Value
2022 : SANTA BARBARA RESCUE MISSION 403(B)PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-142,419
Expenses. Total of all expenses incurred	2022-09-30	$28,038
Benefits paid (including direct rollovers)	2022-09-30	$16,135
Total plan assets at end of year	2022-09-30	$1,202,435
Total plan assets at beginning of year	2022-09-30	$1,372,892
Value of fidelity bond covering the plan	2022-09-30	$75,000
Total contributions received or receivable from participants	2022-09-30	$65,704
Other income received	2022-09-30	$-264,887
Net income (gross income less expenses)	2022-09-30	$-170,457
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$1,202,435
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$1,372,892
Assets. Value of participant loans	2022-09-30	$38,045
Total contributions received or receivable from employer(s)	2022-09-30	$56,764
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$11,903

Form 5500 Responses for SANTA BARBARA RESCUE MISSION 403(B)PLAN

2021: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2008: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2002: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2001: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2000: SANTA BARBARA RESCUE MISSION 403(B)PLAN 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	Submission has been amended	No
2000-01-01	This submission is the final filing	No
2000-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-01-01	Plan is a collectively bargained plan	No
1999: SANTA BARBARA RESCUE MISSION 403(B)PLAN 1999 form 5500 responses
1999-01-01	Type of plan entity	Single employer plan
1999-01-01	Submission has been amended	No
1999-01-01	This submission is the final filing	No
1999-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-01-01	Plan is a collectively bargained plan	No
1998: SANTA BARBARA RESCUE MISSION 403(B)PLAN 1998 form 5500 responses
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-01-01	Plan is a collectively bargained plan	No
1997: SANTA BARBARA RESCUE MISSION 403(B)PLAN 1997 form 5500 responses
1997-01-01	Type of plan entity	Single employer plan
1997-01-01	Submission has been amended	No
1997-01-01	This submission is the final filing	No
1997-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1997-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812825A

Policy instance

Insurance contract or identification number	812825A
Contracts With Unallocated Funds Deposit Administration	1

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Company Name:	SANTA BARBARA RESCUE MISSION
Employer identification number (EIN):	956134271
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1963-10-14
Company Identification Number:	C0459100
Legal Registered Office Address:	535 E Yanonali St Santa Barbara United States of America (USA) 93103