401k Plan data: SBPC, INC. 401(K) PROFIT SHARING PLAN plan

SBPC, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SBPC, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

SBPC, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
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

SANTA BARBARA PENSION CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SANTA BARBARA PENSION CONSULTANTS, INC.

Employer identification number (EIN): 770307834

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBPC, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01 DOUG KATERS, FOR SBPC, INC.
001 2016-04-01 DAVID A. PECKHAM, FOR SBPC, INC.
001 2015-04-01 DAVID A. PECKHAM, FOR SBPC, INC.
001 2014-04-01 DAVID A. PECKHAM, FOR SBPC, INC.
001 2013-04-01 DAVID A. PECKHAM, FOR SBPC, INC.
001 2012-04-01 DAVID A. PECKHAM
001 2011-04-01 DAVID PECKHAM DAVID PECKHAM 2013-01-15
001 2009-04-01 DAVID PECKHAM

Plan Statistics for SBPC, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SBPC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SBPC, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 4
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 1
Total of all active and inactive participants 2022-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 5
Number of participants with account balances 2022-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: SBPC, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 4
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 1
Total of all active and inactive participants 2021-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 5
Number of participants with account balances 2021-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: SBPC, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 4
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 3
Total of all active and inactive participants 2020-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 7
Number of participants with account balances 2020-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: SBPC, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 4
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 3
Total of all active and inactive participants 2019-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 7
Number of participants with account balances 2019-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: SBPC, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 5
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 2
Total of all active and inactive participants 2018-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 7
Number of participants with account balances 2018-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: SBPC, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 4
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 1
Total of all active and inactive participants 2017-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 5
Number of participants with account balances 2017-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: SBPC, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 4
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 2
Total of all active and inactive participants 2016-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 6
Number of participants with account balances 2016-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: SBPC, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 4
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 2
Total of all active and inactive participants 2015-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 6
Number of participants with account balances 2015-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: SBPC, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 4
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 1
Total of all active and inactive participants 2014-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 5
Number of participants with account balances 2014-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: SBPC, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 4
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 1
Total of all active and inactive participants 2013-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 5
Number of participants with account balances 2013-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: SBPC, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 5
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 1
Total of all active and inactive participants 2012-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 6
Number of participants with account balances 2012-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: SBPC, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 5
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 6
Number of participants with account balances 2011-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: SBPC, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 5
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 2
Total of all active and inactive participants 2009-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 7
Number of participants with account balances 2009-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2022: SBPC, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	4
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	1
Total of all active and inactive participants	2022-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	5
Number of participants with account balances	2022-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: SBPC, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	4
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	1
Total of all active and inactive participants	2021-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	5
Number of participants with account balances	2021-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: SBPC, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	4
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	3
Total of all active and inactive participants	2020-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	7
Number of participants with account balances	2020-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: SBPC, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	4
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	3
Total of all active and inactive participants	2019-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	7
Number of participants with account balances	2019-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: SBPC, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	5
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	2
Total of all active and inactive participants	2018-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	7
Number of participants with account balances	2018-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: SBPC, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	4
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	1
Total of all active and inactive participants	2017-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	5
Number of participants with account balances	2017-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: SBPC, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	4
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	2
Total of all active and inactive participants	2016-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	6
Number of participants with account balances	2016-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: SBPC, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	4
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	2
Total of all active and inactive participants	2015-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	6
Number of participants with account balances	2015-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: SBPC, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	4
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	1
Total of all active and inactive participants	2014-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	5
Number of participants with account balances	2014-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: SBPC, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	4
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	1
Total of all active and inactive participants	2013-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	5
Number of participants with account balances	2013-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: SBPC, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	5
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	1
Total of all active and inactive participants	2012-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	6
Number of participants with account balances	2012-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: SBPC, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	5
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	6
Number of participants with account balances	2011-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: SBPC, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	5
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	2
Total of all active and inactive participants	2009-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	7
Number of participants with account balances	2009-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on SBPC, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-03-31	$182,494
Total plan assets at end of year	2023-03-31	$1,534,303
Total plan assets at beginning of year	2023-03-31	$1,351,809
Value of fidelity bond covering the plan	2023-03-31	$153,430
Total contributions received or receivable from participants	2023-03-31	$48,300
Other income received	2023-03-31	$125,087
Net income (gross income less expenses)	2023-03-31	$182,494
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$1,534,303
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$1,351,809
Assets. Value of participant loans	2023-03-31	$32,458
Total contributions received or receivable from employer(s)	2023-03-31	$9,107
2022 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-03-31	$176,024
Total plan assets at end of year	2022-03-31	$1,351,809
Total plan assets at beginning of year	2022-03-31	$1,175,785
Value of fidelity bond covering the plan	2022-03-31	$135,181
Total contributions received or receivable from participants	2022-03-31	$51,729
Other income received	2022-03-31	$114,639
Net income (gross income less expenses)	2022-03-31	$176,024
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$1,351,809
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$1,175,785
Assets. Value of participant loans	2022-03-31	$21,487
Total contributions received or receivable from employer(s)	2022-03-31	$9,656
2021 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-03-31	$130,577
Total plan assets at end of year	2021-03-31	$1,175,785
Total plan assets at beginning of year	2021-03-31	$1,045,208
Value of fidelity bond covering the plan	2021-03-31	$117,579
Total contributions received or receivable from participants	2021-03-31	$43,335
Other income received	2021-03-31	$78,391
Net income (gross income less expenses)	2021-03-31	$130,577
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$1,175,785
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$1,045,208
Assets. Value of participant loans	2021-03-31	$26,451
Total contributions received or receivable from employer(s)	2021-03-31	$8,851
2020 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-03-31	$-123,599
Total plan assets at end of year	2020-03-31	$1,045,208
Total plan assets at beginning of year	2020-03-31	$1,168,807
Value of fidelity bond covering the plan	2020-03-31	$104,521
Total contributions received or receivable from participants	2020-03-31	$43,085
Other income received	2020-03-31	$-175,321
Net income (gross income less expenses)	2020-03-31	$-123,599
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$1,045,208
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$1,168,807
Assets. Value of participant loans	2020-03-31	$34,250
Total contributions received or receivable from employer(s)	2020-03-31	$8,637
2019 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-03-31	$129,091
Total plan assets at end of year	2019-03-31	$1,168,807
Total plan assets at beginning of year	2019-03-31	$1,039,716
Value of fidelity bond covering the plan	2019-03-31	$116,881
Total contributions received or receivable from participants	2019-03-31	$42,764
Other income received	2019-03-31	$77,979
Net income (gross income less expenses)	2019-03-31	$129,091
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$1,168,807
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$1,039,716
Assets. Value of participant loans	2019-03-31	$42,150
Total contributions received or receivable from employer(s)	2019-03-31	$8,348
2018 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$98,121
Total plan assets at end of year	2018-03-31	$1,039,716
Total plan assets at beginning of year	2018-03-31	$941,595
Total contributions received or receivable from participants	2018-03-31	$42,763
Other income received	2018-03-31	$47,080
Net income (gross income less expenses)	2018-03-31	$98,121
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$1,039,716
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$941,595
Assets. Value of participant loans	2018-03-31	$42,150
Total contributions received or receivable from employer(s)	2018-03-31	$8,278
2017 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$95,464
Total plan assets at end of year	2017-03-31	$941,595
Total plan assets at beginning of year	2017-03-31	$846,131
Total contributions received or receivable from participants	2017-03-31	$42,751
Other income received	2017-03-31	$44,422
Net income (gross income less expenses)	2017-03-31	$95,464
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$941,595
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$846,131
Assets. Value of participant loans	2017-03-31	$52,170
Total contributions received or receivable from employer(s)	2017-03-31	$8,291
2016 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-03-31	$0
Total plan liabilities at beginning of year	2016-03-31	$0
Total income from all sources	2016-03-31	$88,651
Total plan assets at end of year	2016-03-31	$846,131
Total plan assets at beginning of year	2016-03-31	$757,480
Total contributions received or receivable from participants	2016-03-31	$30,400
Other income received	2016-03-31	$37,874
Net income (gross income less expenses)	2016-03-31	$88,651
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$846,131
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$757,480
Assets. Value of participant loans	2016-03-31	$61,450
Total contributions received or receivable from employer(s)	2016-03-31	$20,377
2015 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-03-31	$0
Total plan liabilities at beginning of year	2015-03-31	$0
Total income from all sources	2015-03-31	$76,086
Total plan assets at end of year	2015-03-31	$757,480
Total plan assets at beginning of year	2015-03-31	$681,394
Total contributions received or receivable from participants	2015-03-31	$34,184
Other income received	2015-03-31	$34,070
Net income (gross income less expenses)	2015-03-31	$76,086
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$757,480
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$681,394
Assets. Value of participant loans	2015-03-31	$71,326
Total contributions received or receivable from employer(s)	2015-03-31	$7,832
2014 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-03-31	$0
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$83,214
Expenses. Total of all expenses incurred	2014-03-31	$15,000
Benefits paid (including direct rollovers)	2014-03-31	$15,000
Total plan assets at end of year	2014-03-31	$681,394
Total plan assets at beginning of year	2014-03-31	$613,180
Total contributions received or receivable from participants	2014-03-31	$33,187
Other income received	2014-03-31	$45,659
Net income (gross income less expenses)	2014-03-31	$68,214
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$681,394
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$613,180
Assets. Value of participant loans	2014-03-31	$71,326
Total contributions received or receivable from employer(s)	2014-03-31	$4,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-03-31	$0
Total plan liabilities at beginning of year	2013-03-31	$0
Total income from all sources	2013-03-31	$64,889
Total plan assets at end of year	2013-03-31	$613,180
Total plan assets at beginning of year	2013-03-31	$548,291
Total contributions received or receivable from participants	2013-03-31	$33,142
Other income received	2013-03-31	$27,415
Net income (gross income less expenses)	2013-03-31	$64,889
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$613,180
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$548,291
Assets. Value of participant loans	2013-03-31	$73,225
Total contributions received or receivable from employer(s)	2013-03-31	$4,332
2012 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-03-31	$0
Total plan liabilities at end of year	2012-03-31	$0
Total plan liabilities at beginning of year	2012-03-31	$0
Total income from all sources	2012-03-31	$4,930
Expenses. Total of all expenses incurred	2012-03-31	$2,656
Benefits paid (including direct rollovers)	2012-03-31	$2,656
Total plan assets at end of year	2012-03-31	$548,291
Total plan assets at beginning of year	2012-03-31	$546,017
Total contributions received or receivable from participants	2012-03-31	$33,067
Other income received	2012-03-31	$-32,336
Net income (gross income less expenses)	2012-03-31	$2,274
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$548,291
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$546,017
Assets. Value of participant loans	2012-03-31	$73,225
Total contributions received or receivable from employer(s)	2012-03-31	$4,199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : SBPC, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-03-31	$0
Total plan liabilities at beginning of year	2011-03-31	$0
Total income from all sources	2011-03-31	$59,069
Expenses. Total of all expenses incurred	2011-03-31	$0
Total plan assets at end of year	2011-03-31	$546,017
Total plan assets at beginning of year	2011-03-31	$486,948
Total contributions received or receivable from participants	2011-03-31	$30,950
Other income received	2011-03-31	$24,347
Net income (gross income less expenses)	2011-03-31	$59,069
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$546,017
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$486,948
Total contributions received or receivable from employer(s)	2011-03-31	$3,772

Form 5500 Responses for SBPC, INC. 401(K) PROFIT SHARING PLAN

2022: SBPC, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: SBPC, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: SBPC, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: SBPC, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: SBPC, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: SBPC, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: SBPC, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: SBPC, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: SBPC, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: SBPC, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: SBPC, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: SBPC, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: SBPC, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SANTA BARBARA PENSION CONSULTANTS, INC.
Employer identification number (EIN):	770307834
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services