Logo

BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN
Plan identification number 001

BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BANK OF SAN FRANCISCO has sponsored the creation of one or more 401k plans.

Company Name:BANK OF SAN FRANCISCO
Employer identification number (EIN):203005780
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER CORR2024-10-07
0012022-01-01JENNIFER CORR2023-08-29
0012021-01-01JENNIFER CORR2022-10-14
0012021-01-01JENNIFER CORR2022-10-14
0012020-01-01JENNIFER CORR2021-09-15
0012019-01-01JENNIFER CORR2020-10-14
0012018-01-01JENNIFER CORR2019-09-23
0012017-01-01LISA LAU2018-06-11 LISA LAU2018-06-11
0012016-01-01LISA LAU2017-08-31 LISA LAU2017-08-31
0012015-01-01LISA LAU2016-06-13 LISA LAU2016-06-13
0012013-01-01LISA LAU2014-05-27 LISA LAU2014-05-27
0012012-01-01LISA LAU2013-07-03 LISA LAU2013-07-03
0012011-01-01LISA LAU2012-05-08 LISA LAU2012-05-08

Plan Statistics for BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN

Measure Date Value
2025: BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1853
Total number of particpants at end of year2025-09-1862
Number of Participants With Account Balances2025-09-1860
2024: BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0757
Total number of particpants at end of year2024-10-0753
Number of Participants With Account Balances2024-10-0750
2022: BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1459
Total number of particpants at end of year2022-10-1454
Number of Participants With Account Balances2022-10-1448

Financial Data on BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN

Measure Date Value
2025 : BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-180
Total liabilities as of the end of the plan year2025-09-180
Total liabilities as of the beginning of the plan year2025-09-180
Total expenses incurred by plan in this plan year2025-09-181034357
Net assets as of the end of the plan year2025-09-187961568
Total assets as of the beginning of the plan year2025-09-186447242
Value of plan covered by a fidelity bond2025-09-185000000
Participant contributions to plan in this plan year2025-09-18609746
Value of participant loans at end of plan year2025-09-18116904
Other expenses paid from plan in this plan year2025-09-180
Other contributions to plan in this plan year2025-09-18865823
Other income to plan in this plan year2025-09-18892330
Plan net income in this plan year2025-09-181514326
Net assets as of the end of the plan year2025-09-187961568
Net assets as of the beginning of the plan year2025-09-186447242
Employer contributions to plan in this plan year2025-09-18180784
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-187554
2024 : BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-07283514
Net assets as of the end of the plan year2024-10-076447242
Total assets as of the beginning of the plan year2024-10-075064123
Value of plan covered by a fidelity bond2024-10-075000000
Participant contributions to plan in this plan year2024-10-07527273
Value of participant loans at end of plan year2024-10-07130988
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-07962296
Plan net income in this plan year2024-10-071383119
Net assets as of the end of the plan year2024-10-076447242
Net assets as of the beginning of the plan year2024-10-075064123
Employer contributions to plan in this plan year2024-10-07177064
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-071827
2022 : BANK OF SAN FRANCISCO 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-140
Total liabilities as of the end of the plan year2022-10-140
Total liabilities as of the beginning of the plan year2022-10-140
Total expenses incurred by plan in this plan year2022-10-141873188
Net assets as of the end of the plan year2022-10-145829757
Total assets as of the beginning of the plan year2022-10-146330067
Value of plan covered by a fidelity bond2022-10-145000000
Participant contributions to plan in this plan year2022-10-14457731
Value of participant loans at end of plan year2022-10-1463306
Other expenses paid from plan in this plan year2022-10-140
Other contributions to plan in this plan year2022-10-1429856
Other income to plan in this plan year2022-10-14779280
Plan net income in this plan year2022-10-14-500310
Net assets as of the end of the plan year2022-10-145829757
Net assets as of the beginning of the plan year2022-10-146330067
Employer contributions to plan in this plan year2022-10-14106011
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1420788

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup