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401k Sponsoring company profile

STUART R. WINTHROP, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:STUART R. WINTHROP, M.D., INC.
Employer identification number (EIN):953556878
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

The following addresses have been detected on the 401k submissions:

USA Mailing Address
515 E. MICHELTORENA, SUITE D
SANTA BARBARA
CA
931034224
Date first seen: 2010-09-28
Date last seen: 2016-04-20
USA Location Address
515 E. MICHELTORENA, SUITE D
SANTA BARBARA
CA
931034224
Date first seen: 2017-02-21
Date last seen: 2019-07-17
USA Location Address
515 E MICHELTORENA STREET, SUITE D
SANTA BARBARA
CA
93103
Date first seen: 2008-01-01
Date last seen: 2024-01-08

STUART R. WINTHROP, M.D., INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003STUART R. WINTHROP, M.D., INC. 401(K) PROFIT SHARING PLAN2015-01-01 1998-01-01
004STUART R. WINTHROP, M.D., INC. CASH BALANCE PENSION PLAN2015-01-01 2014-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-03-17Employer Contributions $ 312,000
2023-03-17Employee Contributions $ 312,000
2023-03-14Employer Contributions $ 80,000
2023-03-14Employee Contributions $ 80,000
2022-12-20Employer Contributions $ 350,000
2022-12-20Employee Contributions $ 350,000
2021-09-09Employer Contributions $ 305,295
2021-09-09Employee Contributions $ 305,295
2019-10-30Employer Contributions $ 70,726
2019-10-30Employee Contributions $ 70,726
2019-08-05Employer Contributions $ 60,000
2019-08-05Employee Contributions $ 60,000
2019-05-29Employer Contributions $ 80,000
2019-05-29Employee Contributions $ 80,000
2019-03-29Employer Contributions $ 70,000
2019-03-29Employee Contributions $ 70,000
2019-02-27Employer Contributions $ 90,000
2019-02-27Employee Contributions $ 90,000
2018-07-18Employer Contributions $ 79,172
2018-07-18Employee Contributions $ 79,172
2018-06-05Employer Contributions $ 100,000
2018-06-05Employee Contributions $ 100,000
2018-04-06Employer Contributions $ 100,000
2018-04-06Employee Contributions $ 100,000
2017-12-13Employer Contributions $ 38,442
2017-12-13Employee Contributions $ 38,442
2017-10-12Employer Contributions $ 61,029
2017-10-12Employee Contributions $ 61,029
2017-08-01Employer Contributions $ 61,029
2017-08-01Employee Contributions $ 61,029
2017-06-28Employer Contributions $ 31,029
2017-06-28Employee Contributions $ 31,029
2017-04-28Employer Contributions $ 30,000
2017-04-28Employee Contributions $ 30,000
2017-03-31Employer Contributions $ 61,029
2017-03-31Employee Contributions $ 61,029
2017-02-24Employer Contributions $ 41,464
2017-02-24Employee Contributions $ 41,464
2016-11-09Employer Contributions $ 50,000
2016-11-09Employee Contributions $ 50,000
2016-09-06Employer Contributions $ 75,000
2016-09-06Employee Contributions $ 75,000
2016-07-20Employer Contributions $ 50,000
2016-07-20Employee Contributions $ 50,000
2016-04-13Employer Contributions $ 50,000
2016-04-13Employee Contributions $ 50,000
2015-12-14Employer Contributions $ 17,306 6 $ 2,884
2015-12-14Employee Contributions $ 17,306 6 $ 2,884
2015-10-06Employer Contributions $ 130,000 6 $ 21,667
2015-10-06Employee Contributions $ 130,000 6 $ 21,667
2015-06-03Employer Contributions $ 100,000 6 $ 16,667
2015-06-03Employee Contributions $ 100,000 6 $ 16,667
2015-03-24Employer Contributions $ 120,373 6 $ 20,062
2015-03-24Employee Contributions $ 120,373 6 $ 20,062
2015-03-09Employer Contributions $ 128,403 6 $ 21,401
2015-03-09Employee Contributions $ 128,403 6 $ 21,401

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