401k Plan data: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. plan

THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 401k Plan overview

Plan Name	THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC.
Plan identification number	002

THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 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

COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY

Employer identification number (EIN): 952491790

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

Additional information about COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0527442

More information about COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KC ADORNETTO
002 2016-01-01 KC ADORNETTO
002 2015-01-01 KYUNG ADORNETTO
002 2014-01-01 DOVIE LOUISE LINDBERG
002 2013-01-01 DOVIE LOUISE LINDBERG
002 2012-01-01 DOV DOVIE LOUISE LINDBERG 2013-10-11
002 2011-01-01 DOVIE LINDBERG
002 2009-01-01 2010-10-15
002 2009-01-01 DOVIE LOUISE LINDBERG
002 2009-01-01 DOVIE LOUISE LINDBERG

Plan Statistics for THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC.

401k plan membership statisitcs for THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC.

Measure Date Value
2022: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 525
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 281
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 215
Total of all active and inactive participants 2022-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 497
Number of participants with account balances 2022-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 302
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 223
Total of all active and inactive participants 2021-01-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 525
Number of participants with account balances 2021-01-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 575
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 377
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 67
Total of all active and inactive participants 2020-01-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 444
Number of participants with account balances 2020-01-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 515
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 60
Total of all active and inactive participants 2019-01-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 575
Number of participants with account balances 2019-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 370
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 53
Total of all active and inactive participants 2018-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 423
Number of participants with account balances 2018-01-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 605
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 387
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 216
Total of all active and inactive participants 2017-01-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 603
Number of participants with account balances 2017-01-01 434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 589
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 396
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 209
Total of all active and inactive participants 2016-01-01 605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 605
Number of participants with account balances 2016-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 384
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 205
Total of all active and inactive participants 2015-01-01 589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 589
Number of participants with account balances 2015-01-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 610
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 374
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 212
Total of all active and inactive participants 2014-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 586
Number of participants with account balances 2014-01-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 671
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 396
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 214
Total of all active and inactive participants 2013-01-01 610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 610
Number of participants with account balances 2013-01-01 445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 459
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 212
Total of all active and inactive participants 2012-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 671
Number of participants with account balances 2012-01-01 470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 415
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 211
Total of all active and inactive participants 2011-01-01 626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 626
Number of participants with account balances 2011-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 342
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 272
Total of all active and inactive participants 2009-01-01 614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 614
Number of participants with account balances 2009-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	525
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	281
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	215
Total of all active and inactive participants	2022-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	497
Number of participants with account balances	2022-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	302
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	223
Total of all active and inactive participants	2021-01-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	525
Number of participants with account balances	2021-01-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	575
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	377
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	67
Total of all active and inactive participants	2020-01-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	444
Number of participants with account balances	2020-01-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	515
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	60
Total of all active and inactive participants	2019-01-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	575
Number of participants with account balances	2019-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	370
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	53
Total of all active and inactive participants	2018-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	423
Number of participants with account balances	2018-01-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	605
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	387
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	216
Total of all active and inactive participants	2017-01-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	603
Number of participants with account balances	2017-01-01	434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	589
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	396
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	209
Total of all active and inactive participants	2016-01-01	605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	605
Number of participants with account balances	2016-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	384
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	205
Total of all active and inactive participants	2015-01-01	589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	589
Number of participants with account balances	2015-01-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	610
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	374
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	212
Total of all active and inactive participants	2014-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	586
Number of participants with account balances	2014-01-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	671
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	396
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	214
Total of all active and inactive participants	2013-01-01	610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	610
Number of participants with account balances	2013-01-01	445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	459
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	212
Total of all active and inactive participants	2012-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	671
Number of participants with account balances	2012-01-01	470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	415
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	211
Total of all active and inactive participants	2011-01-01	626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	626
Number of participants with account balances	2011-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	342
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	272
Total of all active and inactive participants	2009-01-01	614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	614
Number of participants with account balances	2009-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC.

Measure	Date	Value
2022 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-992,232
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,176,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,098,777
Expenses. Certain deemed distributions of participant loans	2022-12-31	$16,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,025,185
Value of total assets at end of year	2022-12-31	$16,902,895
Value of total assets at beginning of year	2022-12-31	$19,071,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$61,098
Total interest from all sources	2022-12-31	$181,065
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$296,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$296,549
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$750,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$569,475
Participant contributions at end of year	2022-12-31	$477,471
Participant contributions at beginning of year	2022-12-31	$450,108
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$68,321
Other income not declared elsewhere	2022-12-31	$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,168,952
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,902,895
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,071,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,204,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,215,886
Interest on participant loans	2022-12-31	$16,676
Interest earned on other investments	2022-12-31	$164,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,221,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,405,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,495,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$387,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,098,777
Contract administrator fees	2022-12-31	$61,098
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2022-12-31	953680171
2021 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,759,748
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$711,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$653,530
Expenses. Certain deemed distributions of participant loans	2021-12-31	$960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,035,550
Value of total assets at end of year	2021-12-31	$19,071,847
Value of total assets at beginning of year	2021-12-31	$17,024,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$57,453
Total interest from all sources	2021-12-31	$180,930
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$361,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$361,447
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$750,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$526,977
Participant contributions at end of year	2021-12-31	$450,108
Participant contributions at beginning of year	2021-12-31	$535,274
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$147,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,047,805
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,071,847
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,024,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,215,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,320,904
Interest on participant loans	2021-12-31	$16,335
Interest earned on other investments	2021-12-31	$164,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,405,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,167,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,181,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$361,493
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$653,530
Contract administrator fees	2021-12-31	$57,453
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2021-12-31	953680171
2020 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,906,545
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,585,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,527,893
Expenses. Certain deemed distributions of participant loans	2020-12-31	$11,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,071,489
Value of total assets at end of year	2020-12-31	$17,024,042
Value of total assets at beginning of year	2020-12-31	$15,702,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,349
Total interest from all sources	2020-12-31	$187,911
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$165,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$165,346
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$511,004
Participant contributions at end of year	2020-12-31	$535,274
Participant contributions at beginning of year	2020-12-31	$540,367
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$209,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,321,480
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,024,042
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,702,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,320,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,888,515
Interest on participant loans	2020-12-31	$15,835
Interest earned on other investments	2020-12-31	$172,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,167,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,273,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,481,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$351,440
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,527,893
Contract administrator fees	2020-12-31	$45,349
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2020-12-31	953680171
2019 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 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	$2,757,474
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$830,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$787,650
Value of total corrective distributions	2019-12-31	$60
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$858,148
Value of total assets at end of year	2019-12-31	$15,702,562
Value of total assets at beginning of year	2019-12-31	$13,775,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,018
Total interest from all sources	2019-12-31	$179,018
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$172,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$172,049
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
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	$512,071
Participant contributions at end of year	2019-12-31	$540,367
Participant contributions at beginning of year	2019-12-31	$506,132
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$1,768
Other income not declared elsewhere	2019-12-31	$-5,862
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	$1,926,746
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,702,562
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,775,816
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	$9,888,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,241,138
Interest on participant loans	2019-12-31	$14,453
Interest earned on other investments	2019-12-31	$164,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,273,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,026,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,554,121
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	$346,077
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$787,650
Contract administrator fees	2019-12-31	$43,018
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	MCGOWAN GUNTERMANN
Accountancy firm EIN	2019-12-31	953680171
2018 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 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	$672,804
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$946,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$910,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$970,573
Value of total assets at end of year	2018-12-31	$13,775,816
Value of total assets at beginning of year	2018-12-31	$14,049,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,842
Total interest from all sources	2018-12-31	$179,953
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$162,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$162,281
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
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	$533,305
Participant contributions at end of year	2018-12-31	$506,132
Participant contributions at beginning of year	2018-12-31	$463,744
Participant contributions at end of year	2018-12-31	$1,768
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$87,425
Other income not declared elsewhere	2018-12-31	$0
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	$-274,090
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,775,816
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,049,906
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	$8,241,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,763,357
Interest on participant loans	2018-12-31	$7,614
Interest earned on other investments	2018-12-31	$172,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,026,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,822,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-640,003
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	$349,843
Employer contributions (assets) at end of year	2018-12-31	$613
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$910,052
Contract administrator fees	2018-12-31	$36,842
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	MCGOWAN GUNTERMANN
Accountancy firm EIN	2018-12-31	953680171
2017 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,371,591
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$878,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$852,018
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,131
Value of total corrective distributions	2017-12-31	$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$951,627
Value of total assets at end of year	2017-12-31	$14,049,906
Value of total assets at beginning of year	2017-12-31	$12,557,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,495
Total interest from all sources	2017-12-31	$170,882
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$108,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$108,643
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$511,588
Participant contributions at end of year	2017-12-31	$463,744
Participant contributions at beginning of year	2017-12-31	$492,124
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$61,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,492,812
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,049,906
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,557,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,763,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,383,830
Interest on participant loans	2017-12-31	$2,105
Interest earned on other investments	2017-12-31	$168,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,822,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,681,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,140,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$378,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$852,018
Contract administrator fees	2017-12-31	$25,495
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2017-12-31	953680171
2016 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,582,346
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,183,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,176,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$940,915
Value of total assets at end of year	2016-12-31	$12,557,094
Value of total assets at beginning of year	2016-12-31	$12,157,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,473
Total interest from all sources	2016-12-31	$166,128
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$36,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$36,332
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$520,305
Participant contributions at end of year	2016-12-31	$492,124
Participant contributions at beginning of year	2016-12-31	$510,979
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$60,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$399,345
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,557,094
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,157,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,383,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,008,632
Interest on participant loans	2016-12-31	$522
Interest earned on other investments	2016-12-31	$165,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,681,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,638,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$438,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$359,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,176,528
Contract administrator fees	2016-12-31	$6,473
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2016-12-31	953680171
2015 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$919,662
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$821,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$818,415
Value of total corrective distributions	2015-12-31	$372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$823,863
Value of total assets at end of year	2015-12-31	$12,157,749
Value of total assets at beginning of year	2015-12-31	$12,059,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,740
Total interest from all sources	2015-12-31	$169,427
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$482,104
Participant contributions at end of year	2015-12-31	$510,979
Participant contributions at beginning of year	2015-12-31	$557,247
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$98,135
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,157,749
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,059,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,008,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,252,398
Interest earned on other investments	2015-12-31	$169,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,638,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,249,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-73,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$336,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$818,415
Contract administrator fees	2015-12-31	$2,740
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	R.J. RICCIARDI INC
Accountancy firm EIN	2015-12-31	201398210
2014 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,316,637
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,131,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,127,736
Value of total corrective distributions	2014-12-31	$143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$748,639
Value of total assets at end of year	2014-12-31	$12,059,614
Value of total assets at beginning of year	2014-12-31	$11,874,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,550
Total interest from all sources	2014-12-31	$161,442
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$434,374
Participant contributions at end of year	2014-12-31	$557,247
Participant contributions at beginning of year	2014-12-31	$505,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$185,208
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,059,614
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,874,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,252,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,099,570
Interest earned on other investments	2014-12-31	$161,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,249,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,269,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$406,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$314,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,127,736
Contract administrator fees	2014-12-31	$3,550
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	R.J. RICCIARDI INC
Accountancy firm EIN	2014-12-31	201398210
2013 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,316,917
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,131,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,127,262
Value of total corrective distributions	2013-12-31	$262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$953,074
Value of total assets at end of year	2013-12-31	$11,874,406
Value of total assets at beginning of year	2013-12-31	$10,688,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,609
Total interest from all sources	2013-12-31	$153,186
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$513,058
Participant contributions at end of year	2013-12-31	$505,763
Participant contributions at beginning of year	2013-12-31	$462,340
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$83,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,185,784
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,874,406
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,688,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,099,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,342,867
Interest earned on other investments	2013-12-31	$153,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,269,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,883,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,210,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$356,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,127,262
Contract administrator fees	2013-12-31	$3,609
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	R.J. RICCIARDI INC
Accountancy firm EIN	2013-12-31	201398210
2012 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,791,903
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$296,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$294,174
Value of total corrective distributions	2012-12-31	$238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$998,423
Value of total assets at end of year	2012-12-31	$10,688,622
Value of total assets at beginning of year	2012-12-31	$9,193,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,870
Total interest from all sources	2012-12-31	$147,841
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$750,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$570,819
Participant contributions at end of year	2012-12-31	$462,340
Participant contributions at beginning of year	2012-12-31	$347,742
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$43,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,495,621
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,688,622
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,193,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,342,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,357,036
Interest earned on other investments	2012-12-31	$147,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,883,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,488,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$645,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$384,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$294,174
Contract administrator fees	2012-12-31	$1,870
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	R.J. RICCIANDI INC
Accountancy firm EIN	2012-12-31	201398210
2011 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,060,289
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$832,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$826,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$986,915
Value of total assets at end of year	2011-12-31	$9,193,001
Value of total assets at beginning of year	2011-12-31	$8,965,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,194
Total interest from all sources	2011-12-31	$130,062
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$562,633
Participant contributions at end of year	2011-12-31	$347,742
Participant contributions at beginning of year	2011-12-31	$328,496
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$42,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$227,738
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,193,001
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,965,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,357,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,452,179
Interest earned on other investments	2011-12-31	$130,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,488,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,184,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-56,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$381,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$826,357
Contract administrator fees	2011-12-31	$6,194
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	R.J. RICCIANDI, INC.
Accountancy firm EIN	2011-12-31	201398211
2010 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,697,217
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$298,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$293,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$961,593
Value of total assets at end of year	2010-12-31	$8,965,263
Value of total assets at beginning of year	2010-12-31	$7,566,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,854
Total interest from all sources	2010-12-31	$123,384
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$565,147
Participant contributions at end of year	2010-12-31	$328,496
Participant contributions at beginning of year	2010-12-31	$297,664
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$31,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,398,414
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,965,263
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,566,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,452,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,413,466
Interest earned on other investments	2010-12-31	$123,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,184,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,855,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$612,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$365,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$293,949
Contract administrator fees	2010-12-31	$4,854
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	R.J. RICCIANDI
Accountancy firm EIN	2010-12-31	201398210
2009 : THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC.

2022: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2020 form 5500 responses
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)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 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 funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 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 funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE 403(B) RETIREMENT PLAN FOR THE EMPLOYEES OF THE COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894396-007

Policy instance

Insurance contract or identification number	894396-007
Number of Individuals Covered	200
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,433
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $3,433
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	260
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $21,445
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $21,445
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893529007

Policy instance

Insurance contract or identification number	893529007
Number of Individuals Covered	207
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,319
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $3,319
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	278
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $19,277
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $19,277
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893529007

Policy instance

Insurance contract or identification number	893529007
Number of Individuals Covered	208
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,561
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $2,561
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	286
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $21,995
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $21,995
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893529007

Policy instance

Insurance contract or identification number	893529007
Number of Individuals Covered	214
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,092
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $2,092
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	301
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $22,356
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $22,356
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	318
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $23,114
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $23,114
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893529007

Policy instance

Insurance contract or identification number	893529007
Number of Individuals Covered	219
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,463
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $1,463
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893529007

Policy instance

Insurance contract or identification number	893529007
Number of Individuals Covered	222
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $907
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $907
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	339
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $28,608
Total amount of fees paid to insurance company	USD $0
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	0
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?	Yes
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 $28,606
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	419
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $60,167
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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 $60,150
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	425
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $52,888
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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 $52,873
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	445
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $72,196
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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 $72,156
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	470
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $59,377
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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 $59,330
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	469
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $48,259
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR28772

Policy instance

Insurance contract or identification number	CR28772
Number of Individuals Covered	489
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $45,160
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
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?	Yes
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

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Company Name:	COMMUNITY ACTION COMMISSION OF SANTA BARBARA COUNTY
Employer identification number (EIN):	952491790
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0527442