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SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 401k Plan overview

Plan NameSANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN
Plan identification number 001

SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANTA BARBARA METROPOLITAN TRANSIT DISTRICT has sponsored the creation of one or more 401k plans.

Company Name:SANTA BARBARA METROPOLITAN TRANSIT DISTRICT
Employer identification number (EIN):952546247
NAIC Classification:485110
NAIC Description: Urban Transit Systems

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JERRY ESTRADA
0012017-01-01JERRY ESTRADA
0012016-01-01JERRY ESTRADA
0012015-01-01JERRY ESTRADA
0012014-01-01JERRY ESTRADA
0012013-01-01LIZ DE LA TORRE LIZ DE LA TORRE2014-06-27
0012012-01-01LIZ DE LA TORRE SHERRIE FISHER2013-08-12
0012011-01-01LIZ DE LA TORRE SHERRIE FISHER2012-10-05
0012010-01-01LIZ DE LA TORRE2011-06-01 SHERRIE FISHER2011-06-01
0012007-01-01LIZ DE LA TORRE SHERRIE FISHER2010-10-12

Plan Statistics for SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN

401k plan membership statisitcs for SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN

Measure Date Value
2022: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0147
Total number of active participants reported on line 7a of the Form 55002022-01-0132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0144
Number of participants with account balances2022-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0147
Number of participants with account balances2021-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0144
Number of participants with account balances2020-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0142
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0142
Number of participants with account balances2019-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0139
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0142
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0139
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0139
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0135
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0139
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0133
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0135
Total participants2015-01-0135
Number of participants with account balances2015-01-0133
2014: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0133
Number of participants with account balances2014-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0133
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2007: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0136
Total number of active participants reported on line 7a of the Form 55002007-01-0134
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-017
Total of all active and inactive participants2007-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0141
Number of participants with account balances2007-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012
Number of employers contributing to the scheme2007-01-010

Financial Data on SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN

Measure Date Value
2022 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-826,909
Expenses. Total of all expenses incurred2022-12-31$4,208,083
Benefits paid (including direct rollovers)2022-12-31$4,176,939
Total plan assets at end of year2022-12-31$7,040,739
Total plan assets at beginning of year2022-12-31$12,075,731
Value of fidelity bond covering the plan2022-12-31$2,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$299,719
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$100,000
Other income received2022-12-31$-1,497,757
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-5,034,992
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,040,739
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,075,731
Assets. Value of participant loans2022-12-31$214,012
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$271,129
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$31,144
2021 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,012,433
Expenses. Total of all expenses incurred2021-12-31$483,616
Benefits paid (including direct rollovers)2021-12-31$450,752
Total plan assets at end of year2021-12-31$12,075,731
Total plan assets at beginning of year2021-12-31$10,546,914
Value of fidelity bond covering the plan2021-12-31$2,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$354,896
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,354,349
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,528,817
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,075,731
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,546,914
Assets. Value of participant loans2021-12-31$196,135
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$303,188
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$32,864
2020 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,859,226
Expenses. Total of all expenses incurred2020-12-31$581,508
Benefits paid (including direct rollovers)2020-12-31$552,699
Total plan assets at end of year2020-12-31$10,546,914
Total plan assets at beginning of year2020-12-31$9,269,196
Value of fidelity bond covering the plan2020-12-31$2,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$313,676
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,282,621
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,277,718
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,546,914
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,269,196
Assets. Value of participant loans2020-12-31$96,938
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$262,929
Value of certain deemed distributions of participant loans2020-12-31$2,069
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$26,740
2019 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,015,008
Expenses. Total of all expenses incurred2019-12-31$269,915
Benefits paid (including direct rollovers)2019-12-31$240,942
Total plan assets at end of year2019-12-31$9,269,196
Total plan assets at beginning of year2019-12-31$7,524,103
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$305,243
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,450,705
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,745,093
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,269,196
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,524,103
Assets. Value of participant loans2019-12-31$151,796
Total contributions received or receivable from employer(s)2019-12-31$259,060
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$28,973
2018 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$215,893
Expenses. Total of all expenses incurred2018-12-31$505,530
Benefits paid (including direct rollovers)2018-12-31$475,225
Total plan assets at end of year2018-12-31$7,524,103
Total plan assets at beginning of year2018-12-31$7,813,740
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$262,250
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-290,410
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-289,637
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,524,103
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,813,740
Assets. Value of participant loans2018-12-31$175,610
Total contributions received or receivable from employer(s)2018-12-31$244,053
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$30,305
2017 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,551,586
Expenses. Total of all expenses incurred2017-12-31$306,127
Benefits paid (including direct rollovers)2017-12-31$287,476
Total plan assets at end of year2017-12-31$7,813,740
Total plan assets at beginning of year2017-12-31$6,568,281
Value of fidelity bond covering the plan2017-12-31$2,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$248,807
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,064,081
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,245,459
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,813,740
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,568,281
Assets. Value of participant loans2017-12-31$191,019
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$238,698
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,651
2016 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$925,575
Expenses. Total of all expenses incurred2016-12-31$306,330
Benefits paid (including direct rollovers)2016-12-31$291,870
Total plan assets at end of year2016-12-31$6,568,281
Total plan assets at beginning of year2016-12-31$5,949,036
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$258,443
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$440,149
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$619,245
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,568,281
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,949,036
Assets. Value of participant loans2016-12-31$207,617
Total contributions received or receivable from employer(s)2016-12-31$226,983
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,460
2015 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$489,429
Expenses. Total of all expenses incurred2015-12-31$1,310,125
Benefits paid (including direct rollovers)2015-12-31$1,296,499
Total plan assets at end of year2015-12-31$5,949,036
Total plan assets at beginning of year2015-12-31$6,769,732
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$301,206
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,895
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-820,696
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,949,036
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,769,732
Assets. Value of participant loans2015-12-31$197,737
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$211,118
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$13,626
2014 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$925,093
Expenses. Total of all expenses incurred2014-12-31$264,673
Benefits paid (including direct rollovers)2014-12-31$261,364
Total plan assets at end of year2014-12-31$6,769,732
Total plan assets at beginning of year2014-12-31$6,109,312
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$255,446
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$455,514
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$660,420
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,769,732
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,109,312
Assets. Value of participant loans2014-12-31$249,099
Total contributions received or receivable from employer(s)2014-12-31$214,133
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,309
2013 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,098,382
Expenses. Total of all expenses incurred2013-12-31$115,760
Benefits paid (including direct rollovers)2013-12-31$114,304
Total plan assets at end of year2013-12-31$6,109,312
Total plan assets at beginning of year2013-12-31$5,126,690
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$203,370
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$678,713
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$982,622
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,109,312
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,126,690
Assets. Value of participant loans2013-12-31$287,314
Total contributions received or receivable from employer(s)2013-12-31$216,299
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,456
2012 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 401k financial data
Total income from all sources2012-12-31$897,276
Expenses. Total of all expenses incurred2012-12-31$569,866
Benefits paid (including direct rollovers)2012-12-31$568,441
Total plan assets at end of year2012-12-31$5,126,690
Total plan assets at beginning of year2012-12-31$4,799,280
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$193,844
Other income received2012-12-31$494,420
Net income (gross income less expenses)2012-12-31$327,410
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,126,690
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,799,280
Assets. Value of participant loans2012-12-31$203,419
Total contributions received or receivable from employer(s)2012-12-31$209,012
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 401k financial data
Total income from all sources2011-12-31$489,075
Expenses. Total of all expenses incurred2011-12-31$562,197
Benefits paid (including direct rollovers)2011-12-31$557,609
Total plan assets at end of year2011-12-31$4,799,280
Total plan assets at beginning of year2011-12-31$4,872,402
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$182,726
Other income received2011-12-31$103,459
Net income (gross income less expenses)2011-12-31$-73,122
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,799,280
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,872,402
Assets. Value of participant loans2011-12-31$253,442
Total contributions received or receivable from employer(s)2011-12-31$202,890
Value of certain deemed distributions of participant loans2011-12-31$3,380
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN

2022: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2007: SANTA BARBARA METROPOLITAN TRANSIT DISTRICT PROFIT SHARING AND SALARY DEFERRAL PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038834
Policy instance 1
Insurance contract or identification number038834
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $2,506
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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