How big is Santa Barbara Foundation's plan?

Santa Barbara Foundation's plan reported $6.0M in assets and 40 participants for 2025.

Original filing (PDF)20260514153200NAL0007018179001

Santa Barbara Foundation

Name: Santa Barbara Foundation — Santa Barbara Foundation, Form 5500 (2025)
Creator: Santa Barbara Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Barbara Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · Santa Barbara Foundation's Santa Barbara Foundation 401(k) Profit Sharing Plan held $6.0M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Bonnie Forssell signed Santa Barbara Foundation's 2025 Form 5500 as plan administrator.

Bonnie Forssell — 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 Foundation's EIN is 95-1866094.

EIN 95-1866094

Plan number 002

Plan year 2025

ACK ID 20260514153200NAL0007018179001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Santa Barbara Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Santa Barbara Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FOUNDATION.

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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

Helping the score