401k Plan data: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN plan

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 401k Plan overview

Plan Name	FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN
Plan identification number	002

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA has sponsored the creation of one or more 401k plans.

Company Name: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA

Employer identification number (EIN): 770326405

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C3840009

More information about FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DOUG KATERS FOR SBPC INC. 2023-10-16
002 2021-01-01 DOUG KATERS FOR SBPC INC. 2022-10-17
002 2020-01-01 DOUG KATERS FOR SBPC INC. 2021-10-15
002 2015-01-01 JEROME T. KAY, M.D.
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JEROME T. KAY, M.D.
002 2011-01-01 JEROME T. KAY, M.D. JEROME T. KAY, M.D. 2012-07-19
002 2010-01-01 JEROME T KAY, M.D.
002 2009-01-01 JEROME T. KAY, M.D. JEROME T. KAY, M.D. 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DOUG KATERS FOR SBPC INC.	2023-10-16
002	2021-01-01	DOUG KATERS FOR SBPC INC.	2022-10-17
002	2020-01-01	DOUG KATERS FOR SBPC INC.	2021-10-15
002	2015-01-01	JEROME T. KAY, M.D.
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JEROME T. KAY, M.D.
002	2011-01-01	JEROME T. KAY, M.D.		JEROME T. KAY, M.D.	2012-07-19
002	2010-01-01	JEROME T KAY, M.D.
002	2009-01-01	JEROME T. KAY, M.D.		JEROME T. KAY, M.D.	2010-10-13

Plan Statistics for FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

401k plan membership statisitcs for FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

Measure Date Value
2022: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2022 401k membership
Market value of plan assets 2022-12-31 377,626
Acturial value of plan assets 2022-12-31 377,626
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 426,503
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 426,503
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 426,503
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 119,907
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 126,790
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 242,226
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 245,012
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 235,686
Net shortfall amortization installment of oustanding balance 2022-12-31 48,878
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 240,203
Additional cash requirement 2022-12-31 240,203
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 245,012
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2021 401k membership
Market value of plan assets 2021-12-31 230,274
Acturial value of plan assets 2021-12-31 230,274
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 169,119
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 169,119
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 58,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 61,897
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 218,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 220,052
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 161,300
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 100,145
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 100,145
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 220,052
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 0
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 218,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 216,296
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 158,051
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 158,051
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 158,051
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 216,296
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2015: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2022 401k membership
Market value of plan assets	2022-12-31	377,626
Acturial value of plan assets	2022-12-31	377,626
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	426,503
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	426,503
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	426,503
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	119,907
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	126,790
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	242,226
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	245,012
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	235,686
Net shortfall amortization installment of oustanding balance	2022-12-31	48,878
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	240,203
Additional cash requirement	2022-12-31	240,203
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	245,012
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2021 401k membership
Market value of plan assets	2021-12-31	230,274
Acturial value of plan assets	2021-12-31	230,274
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	169,119
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	169,119
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	58,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	61,897
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	218,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	220,052
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	161,300
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	100,145
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	100,145
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	220,052
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	0
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	218,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	216,296
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	158,051
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	158,051
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	158,051
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	216,296
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2015: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

Measure	Date	Value
2015 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-45,343
Expenses. Total of all expenses incurred	2015-12-31	$513,110
Benefits paid (including direct rollovers)	2015-12-31	$488,847
Total plan assets at end of year	2015-12-31	$2,270,743
Total plan assets at beginning of year	2015-12-31	$2,829,196
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$24,263
Contributions received from other sources (not participants or employers)	2015-12-31	$70,000
Other income received	2015-12-31	$-77,721
Net income (gross income less expenses)	2015-12-31	$-558,453
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,270,743
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,829,196
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$315,211
Total contributions received or receivable from employer(s)	2015-12-31	$32,378
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$24,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$216,382
Expenses. Total of all expenses incurred	2014-12-31	$58,207
Benefits paid (including direct rollovers)	2014-12-31	$35,041
Total plan assets at end of year	2014-12-31	$2,829,196
Total plan assets at beginning of year	2014-12-31	$2,671,021
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$23,166
Other income received	2014-12-31	$100,341
Net income (gross income less expenses)	2014-12-31	$158,175
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,829,196
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,671,021
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$341,398
Total contributions received or receivable from employer(s)	2014-12-31	$116,041
2013 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$406,470
Expenses. Total of all expenses incurred	2013-12-31	$48,660
Benefits paid (including direct rollovers)	2013-12-31	$31,717
Total plan assets at end of year	2013-12-31	$2,671,021
Total plan assets at beginning of year	2013-12-31	$2,313,211
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Assets. Value of loans (other than to participants)	2013-12-31	$13,725
Expenses. Other expenses not covered elsewhere	2013-12-31	$16,943
Other income received	2013-12-31	$292,217
Net income (gross income less expenses)	2013-12-31	$357,810
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,671,021
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,313,211
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$392,384
Total contributions received or receivable from employer(s)	2013-12-31	$114,253
2012 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$366,976
Expenses. Total of all expenses incurred	2012-12-31	$47,897
Benefits paid (including direct rollovers)	2012-12-31	$30,117
Total plan assets at end of year	2012-12-31	$2,313,211
Total plan assets at beginning of year	2012-12-31	$1,994,132
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$5,500
Assets. Value of loans (other than to participants)	2012-12-31	$55,144
Expenses. Other expenses not covered elsewhere	2012-12-31	$17,780
Other income received	2012-12-31	$245,593
Net income (gross income less expenses)	2012-12-31	$319,079
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,313,211
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,994,132
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$225,000
Total contributions received or receivable from employer(s)	2012-12-31	$115,883
2011 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$9,558
Total income from all sources	2011-12-31	$76,436
Expenses. Total of all expenses incurred	2011-12-31	$151,200
Benefits paid (including direct rollovers)	2011-12-31	$116,352
Total plan assets at end of year	2011-12-31	$1,994,132
Total plan assets at beginning of year	2011-12-31	$2,078,454
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Assets. Value of loans (other than to participants)	2011-12-31	$87,008
Other income received	2011-12-31	$-30,563
Net income (gross income less expenses)	2011-12-31	$-74,764
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,994,132
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,068,896
Assets. Value of real-estate (other than employer real property)	2011-12-31	$300,000
Total contributions received or receivable from employer(s)	2011-12-31	$106,999
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$34,848
2010 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$9,558
Total plan liabilities at beginning of year	2010-12-31	$3,919
Total income from all sources	2010-12-31	$233,441
Expenses. Total of all expenses incurred	2010-12-31	$62,917
Benefits paid (including direct rollovers)	2010-12-31	$29,687
Total plan assets at end of year	2010-12-31	$2,078,454
Total plan assets at beginning of year	2010-12-31	$1,902,291
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Assets. Value of loans (other than to participants)	2010-12-31	$124,090
Expenses. Other expenses not covered elsewhere	2010-12-31	$33,230
Other income received	2010-12-31	$127,992
Net income (gross income less expenses)	2010-12-31	$170,524
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,068,896
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,898,372
Assets. Value of real-estate (other than employer real property)	2010-12-31	$280,000
Total contributions received or receivable from employer(s)	2010-12-31	$105,449
2009 : FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN

2015: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

3405-005236

Policy instance

Insurance contract or identification number	3405-005236
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

3405-005236

Policy instance

Insurance contract or identification number	3405-005236
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

3405-005236

Policy instance

Insurance contract or identification number	3405-005236
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )

Policy contract number

3405-005236

Policy instance

Insurance contract or identification number	3405-005236
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,000
Total amount of fees paid to insurance company	USD $47
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FAMILY PRACTICE MEDICAL GROUP OF SANTA BARBARA
Employer identification number (EIN):	770326405
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C3840009