Santa Barbara Museum Of Natural History 403(B) Dc Plan — Form 5500 plan (Santa Barbara Museum Of Natural History)
Plain-English plan 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, Santa Barbara Museum Of Natural History 403(B) Dc Plan is a benefit plan reported by Santa Barbara Museum Of Natural History under EIN 95-1643378 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $7,517,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Barbara Museum Of Natural History
- EIN
- 95-1643378
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $7,517,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241025084953NAL0002145585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,517,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,517,862
- Net assets (BOY)
- $6,886,696
Income & contributions
- Employer contributions
- $113,962
- Participant contributions
- $434,475
- Total contributions
- $557,750
- Total income / additions
- $1,709,976
Expenses & distributions
- Benefits paid
- $1,051,279
- Administrative expenses
- $27,531
- Total expenses
- $1,078,810
- Net increase / (decrease)
- $631,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark | INVESTMENT ADVISORY | $18,378 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,614 | not reported in the loaded dataset | 2023 |
| Qbi LLC | TPA | $950 | not reported in the loaded dataset | 2023 |
| Future Plan By Ascensus | TPA | $200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Barbara Museum Of Natural History
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Barbara, CA
- Pensionmark — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Qbi LLC — Schedule C compensation
- Future Plan By Ascensus — Schedule C compensation