Original filing (PDF)20251002165145NAL0000434835001

SOWINS & GOTELLI, D.D.S., INC.

Name: SOWINS & GOTELLI, D.D.S., INC. — SOWINS & GOTELLI, D.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOWINS & GOTELLI, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

SOWINS & GOTELLI, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 SOWINS & GOTELLI, D.D.S., INC..

Plan sponsor

Name

SOWINS & GOTELLI, D.D.S., INC.

EIN

95-2841420

Address

1515 STATE STREET, STE. 3 · SANTA BARBARA, CA · 93101

Phone

(805) 963-2041

Industry

Offices of Dentists· 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

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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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