The San Francisco Foundation Employees' 401(K) Savings Plan — Form 5500 plan (The San Francisco Foundation)
Plain-English plan 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, The San Francisco Foundation Employees' 401(K) Savings Plan is a benefit plan reported by The San Francisco Foundation under EIN 01-0679337 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $23,306,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The San Francisco Foundation
- EIN
- 01-0679337
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $23,306,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20250415102904NAL0001429683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,306,518
- Total liabilities (EOY)
- $5,487
- Net assets (EOY)
- $23,301,031
- Net assets (BOY)
- $20,772,200
Income & contributions
- Employer contributions
- $1,387,325
- Participant contributions
- $1,002,782
- Total contributions
- $3,225,476
- Total income / additions
- $6,194,283
Expenses & distributions
- Benefits paid
- $3,636,623
- Administrative expenses
- $52,598
- Total expenses
- $3,689,221
- Net increase / (decrease)
- $2,505,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $54,898 | $2,700 | 2023 |
| Moss Adams | AUDITOR | not reported in the loaded dataset | $30,160 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $5,327 | $15,481 | 2023 |
| C-Ben Group | TPA | $1,900 | $15,577 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The San Francisco Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Principal Life Insurance Company — Schedule C compensation
- Moss Adams — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- C-Ben Group — Schedule C compensation