How big is NBCC's plan?

NBCC's plan reported $634K in assets and 72 participants for 2024.

Original filing (PDF)20250729211804NAL0003935873001

NBCC

Name: NBCC — New Beginnings Counseling Center 403(b) Plan, Form 5500 (2024)
Creator: NBCC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Beginnings Counseling Center 403(b) Plan

403(b) retirement plan · NBCC's New Beginnings Counseling Center 403(b) Plan held $634K in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Kristine Schwarz signed NBCC's 2024 Form 5500 as plan administrator.

Kristine Schwarz — 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

NBCC's EIN is 77-0556795.

EIN 77-0556795

Plan number 002

Plan year 2024

ACK ID 20250729211804NAL0003935873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NBCC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NBCC's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NBCC

DBA

NEW BEGINNINGS COUNSELING CENTERS

EIN

all filings

Address

530 E. MONTECITO ST. · STE 101 · SANTA BARBARA, CA · 93103

Phone

(805) 963-7777

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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