Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan — Form 5500 plan (Sansum Santa Barbara Medical Clinic, Inc.)
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, Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan is a benefit plan reported by Sansum Santa Barbara Medical Clinic, Inc. under EIN 95-2855614 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $204,865,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sansum Santa Barbara Medical Clinic, Inc.
- EIN
- 95-2855614
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $204,865,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20241015223919NAL0017300947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,865,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,865,246
- Net assets (BOY)
- $184,530,472
Income & contributions
- Employer contributions
- $5,038,462
- Participant contributions
- $4,098,674
- Total contributions
- $9,137,136
- Total income / additions
- $40,344,008
Expenses & distributions
- Benefits paid
- $19,213,856
- Administrative expenses
- $795,378
- Total expenses
- $20,009,234
- Net increase / (decrease)
- $20,334,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $282,371 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $247,179 | $0 | 2023 |
| Donnelly Wealth Advisors | NONE | $52,351 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $33,983 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors, Inc. | NONE | $32,279 | not reported in the loaded dataset | 2023 |
| Laurel Wealth Advisors | NONE | $24,976 | not reported in the loaded dataset | 2023 |
| Mission Wealth | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Beacon Pointe | NONE | $20,648 | not reported in the loaded dataset | 2023 |
| Integrity Wealth Advisors | NONE | $14,148 | not reported in the loaded dataset | 2023 |
| Omega Financial Group | NONE | $12,309 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc, | NONE | $12,176 | not reported in the loaded dataset | 2023 |
| Bridgewater Wealth Mgmt LLC | NONE | $10,601 | not reported in the loaded dataset | 2023 |
| West Coast Financial | NONE | $9,304 | not reported in the loaded dataset | 2023 |
| Arlington Financial | NONE | $8,649 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sansum Santa Barbara Medical Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Barbara, CA
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Donnelly Wealth Advisors — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Mercer Global Advisors, Inc. — Schedule C compensation
- Laurel Wealth Advisors — Schedule C compensation
- Mission Wealth — Schedule C compensation
- Beacon Pointe — Schedule C compensation
- Integrity Wealth Advisors — Schedule C compensation
- Omega Financial Group — Schedule C compensation
- Charles Schwab & Co, Inc, — Schedule C compensation
- Bridgewater Wealth Mgmt LLC — Schedule C compensation
- West Coast Financial — Schedule C compensation
- Arlington Financial — Schedule C compensation