Original filing (PDF)20250926115427NAL0010101120001

SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC.

Name: SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. — SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC..

Plan sponsor

Name

SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC.

EIN

95-2703633

Address

221 WEST PUEBLO STREET · SANTA BARBARA, CA · 93105

Phone

(805) 682-7707

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset 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

Related plans

Similar-size Offices of Physicians plans

DEWITT AND CHISOLM, LLC

DEWITT AND CHISOLM, LLC 401(K) PLAN

$1.1M · 9 participants

UNION SQUARE FACIAL PLASTIC SURGERY, INC.

UNION SQUARE FACIAL PLASTIC SURGERY, INC. RETIREMENT PLAN

$1.1M · 1 participants

DR. SERGIO ZAMORA, P.A.

DR. ZAMORA & NATIVIDAD WOUND CARE RETIREMENT PLAN

$1.1M · 12 participants

DQS CARDIAC AND VASCULAR SERVICES P.C.

DQS CARDIAC AND VASCULAR SERVICES P.C. 401(K) PLAN

$1.1M · 5 participants

MEDICAL GROUP OF MACOMB, L.L.C.