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Sponsor portfolio

SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC.

EIN 95-2703633-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
221 WEST PUEBLO STREET - SANTA BARBARA, CA 93105805-682-7707sbcardio.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$1.1M - 2 part#004ProfitSharing-$41K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • DEFINED BENEFIT PLAN (#003)96%
  • SHARING PLAN II (#004)4%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#003)2
  • SHARING PLAN II (#004)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. PROFIT SHARING PLAN II

ProfitSharing

Assets$41K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. DEFINED BENEFIT PLANTraditionalDB$1.1M22024
004SANTA BARBARA CARDIOVASCULAR MEDICAL GROUP, INC. PROFIT SHARING PLAN IIProfitSharing$41K22025
Retirement plans
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