2023 Form 5500 filing — Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015223919NAL0017300947001) for Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan, reported by Sansum Santa Barbara Medical Clinic, Inc. under EIN 95-2855614 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015223919NAL0017300947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sansum Santa Barbara Medical Clinic, Inc.
- EIN
- 95-2855614
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,865,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,865,246
- Employer contributions
- $5,038,462
- Participant contributions
- $4,098,674
- Total income / additions
- $40,344,008
- Benefits paid
- $19,213,856
- Administrative expenses
- $795,378
- Total expenses
- $20,009,234
- Net increase / (decrease)
- $20,334,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $282,371 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $247,179 | $0 |
| Donnelly Wealth Advisors | NONE | $52,351 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $33,983 | not reported in the loaded dataset |
| Mercer Global Advisors, Inc. | NONE | $32,279 | not reported in the loaded dataset |
| Laurel Wealth Advisors | NONE | $24,976 | not reported in the loaded dataset |
| Mission Wealth | NONE | $22,500 | not reported in the loaded dataset |
| Beacon Pointe | NONE | $20,648 | not reported in the loaded dataset |
| Integrity Wealth Advisors | NONE | $14,148 | not reported in the loaded dataset |
| Omega Financial Group | NONE | $12,309 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc, | NONE | $12,176 | not reported in the loaded dataset |
| Bridgewater Wealth Mgmt LLC | NONE | $10,601 | not reported in the loaded dataset |
| West Coast Financial | NONE | $9,304 | not reported in the loaded dataset |
| Arlington Financial | NONE | $8,649 | not reported in the loaded dataset |