Original filing (PDF)20251015192557NAL0002815699002

ROBERTA D. SENGELMANN, M.D., INC.

Name: ROBERTA D. SENGELMANN, M.D., INC. — VALHALLA MEDICAL CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ROBERTA D. SENGELMANN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

VALHALLA MEDICAL CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 ROBERTA D. SENGELMANN, M.D., INC..

Plan sponsor

Name

ROBERTA D. SENGELMANN, M.D., INC.

EIN

27-1759589

Address

2921 DE LA VINA STREET · SANTA BARBARA, CA · 93105

Phone

(805) 770-3999

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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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