2023 Form 5500 filing — The San Francisco Foundation Employees' 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250415102904NAL0001429683001) for The San Francisco Foundation Employees' 401(K) Savings Plan, reported by The San Francisco Foundation under EIN 01-0679337 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415102904NAL0001429683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The San Francisco Foundation
- EIN
- 01-0679337
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,306,518
- Total liabilities (EOY)
- $5,487
- Net assets (EOY)
- $23,301,031
- Employer contributions
- $1,387,325
- Participant contributions
- $1,002,782
- Total income / additions
- $6,194,283
- Benefits paid
- $3,636,623
- Administrative expenses
- $52,598
- Total expenses
- $3,689,221
- Net increase / (decrease)
- $2,505,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $54,898 | $2,700 |
| Moss Adams | AUDITOR | not reported in the loaded dataset | $30,160 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $5,327 | $15,481 |
| C-Ben Group | TPA | $1,900 | $15,577 |