How big is Santa Barbara Middle School's plan?

Santa Barbara Middle School's plan reported $10.8M in assets and 58 participants for 2023.

Original filing (PDF)20251010143556NAL0018257394001

Santa Barbara Middle School

Name: Santa Barbara Middle School — Santa Barbara Middle, Form 5500 (2023)
Creator: Santa Barbara Middle School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa Barbara Middle School 403(b) Plan

403(b) retirement plan · Santa Barbara Middle School's Santa Barbara Middle School 403(b) Plan held $10.8M in plan assets for 58 participants in 2023.

Signals · 1

Late filing · 4.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Maida Smith signed Santa Barbara Middle School's 2023 Form 5500 as plan administrator.

Maida Smith — 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 Middle School's EIN is 95-3134383.

EIN 95-3134383

Plan number 001

Plan year 2023

ACK ID 20251010143556NAL0018257394001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Santa Barbara Middle School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Santa Barbara Middle School's plan includes a 403(b) annuity, 403(b) custodial accounts, 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 MIDDLE SCHOOL.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off