How big is Santa Barbara UNI Inc.'s plan?

Santa Barbara UNI Inc.'s plan reported $85K in assets and 12 participants for 2023.

Original filing (PDF)20240530105424NAL0006520707001

Santa Barbara UNI Inc.

Name: Santa Barbara UNI Inc. — Santa Barbara UNI Inc., Form 5500 (2023)
Creator: Santa Barbara UNI Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Barbara UNI Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Santa Barbara UNI Inc.'s Santa Barbara UNI Inc. 401(k) Profit Sharing Plan & Trust held $85K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Edward Rojas signed Santa Barbara UNI Inc.'s 2023 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Santa Barbara UNI Inc.'s EIN is 36-4784591.

EIN 36-4784591

Plan number 001

Plan year 2023

ACK ID 20240530105424NAL0006520707001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Santa Barbara UNI Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Santa Barbara UNI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA BARBARA UNI INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off