Original filing (PDF)20251014140847NAL0002980113001

JOHN D. MCCAFFERY, M.D., INC.

Name: JOHN D. MCCAFFERY, M.D., INC. — JOHN D. MCCAFFERY, M.D., INC. 401(K) PLAN, Form 5500 (2024)
Creator: JOHN D. MCCAFFERY, M.D., INC.

Form 5500-SF

FILING_RECEIVED

JOHN D. MCCAFFERY, M.D., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN D. MCCAFFERY, M.D., INC..

Plan sponsor

Name

JOHN D. MCCAFFERY, M.D., INC.

EIN

26-2118456

Address

5333 HOLLISTER AVE., STE. 155 · SANTA BARBARA, CA · 93111

Phone

(805) 964-6926

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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CENTER FOR DISEASES OF THE KIDNEY & HYPERTENSION, P.A.