Sansum Clinic — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sansum Clinic (EIN 95-6419205) is a plan sponsor located in Santa Barbara, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-6419205
Location
Santa Barbara, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,128,500
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$67,128,500

Contributions & income

Employer contributions
$1,599,784
Participant contributions
$4,161,277
Total income / additions
$13,209,592

Expenses & distributions

Benefits paid / distributions
$6,240,326
Total expenses
$6,373,189
Net increase / (decrease)
$6,836,403

Coverage

Total reported participants
2,857
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sansum Clinic plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sansum Clinic Match Plan0011,686$67,128,5002023
Sansum Clinic Foundation Employee Benefit Plan5021,171not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sansum Clinic
YearPlanParticipantsSchedulesFiling
2023Sansum Clinic Foundation Employee Benefit Plan1,17120240930141430NAL0003305347001
2023Sansum Clinic Match Plan1,686H, C20241014110041NAL0027099889001

Related Form 5500 pages