Original filing (PDF)20251010143556NAL0018257394001

SANTA BARBARA MIDDLE SCHOOL

Name: SANTA BARBARA MIDDLE SCHOOL — SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN, Form 5500 (2023)
Creator: SANTA BARBARA MIDDLE SCHOOL

Form 5500-SF

FILING_RECEIVED

SANTA BARBARA MIDDLE SCHOOL 403(B) PLAN

403(b) retirement plan

Signals · 1

Late filing · 4.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

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 MIDDLE SCHOOL.

Plan sponsor

Name

SANTA BARBARA MIDDLE SCHOOL

EIN

95-3134383

Address

1321 ALAMEDA PADRE SERRA · SANTA BARBARA, CA · 93103

Phone

(805) 682-2989

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-10-10

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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