· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VENTURA EMERGENCY PHYSICIANS — VENTURA EMERGENCY PHYSICIANS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010130507NAL0007756113001
VENTURA EMERGENCY PHYSICIANS
Form 5500-SF
FILING_RECEIVED
VENTURA EMERGENCY PHYSICIANS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
29
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VENTURA EMERGENCY PHYSICIANS
.
Find decision makers
Plan sponsor
Name
VENTURA EMERGENCY PHYSICIANS
EIN
26-4084001
Address
4070 SONRIENTE ROAD · SANTA BARBARA, CA · 93110
Phone
(805) 455-6054
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
SANTA BARBARA PENSION CONSULTANTS, INC.
EIN
77-0307834
City
SANTA BARBARA, CA
Phone
(805) 568-3814
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
DOTHAN PEDIATRIC CLINIC P.A.
DOTHAN PEDIATRIC CLINIC, P.A. PROFIT SHARING PLAN
$16.1M · 133 participants
CENTRAL COAST HEAD AND NECK SURGEONS, INC.
CENTRAL COAST HEAD AND NECK SURGEONS, INC. 401K PLAN
$16.1M · 34 participants
GRAND ISLAND RADIOLOGY ASSOCIATES, P.C.
GRAND ISLAND RADIOLOGY ASSOCIATES, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$16.1M · 34 participants
ORTHONJ, LLC
ORTHONJ RETIREMENT PLAN
$16.1M · 71 participants
LMT REHABILITATION ASSOCIATES, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LMT REHABILITATION ASSOCIATES 401(K) PLAN
$16.1M · 56 participants
CENTRAL OREGON PEDIATRIC ASSOCIATES, LLP
CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN
$16.1M · 144 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
