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SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234 401k Plan overview

Plan NameSAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234
Plan identification number 002

SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234 Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

SAN FRANCISCO ARCHITECTURAL HERITAGE has sponsored the creation of one or more 401k plans.

Company Name:SAN FRANCISCO ARCHITECTURAL HERITAGE
Employer identification number (EIN):237135037
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MISSY MASTEL2024-04-24 MISSY MASTEL2024-04-24
0022022-01-01MISSY MASTEL2024-06-20 MISSY MASTEL2024-06-20
0022021-01-01MISSY MASTEL2022-10-20 MISSY MASTEL2022-10-20
0022021-01-01MISSY MASTEL2022-10-20 MISSY MASTEL2022-10-20
0022020-01-01MISSY MASTEL2024-06-20 MISSY MASTEL2024-06-20
0022019-01-01MISSY MASTEL2024-06-20 MISSY MASTEL2024-06-20
0022018-01-01
0022017-01-01DANA TALISE2018-08-09
0022016-01-01DANA TALISE2017-08-15 DANA TALISE2017-08-15
0022015-01-01DANA TALISE2016-10-17
0022013-01-01DANA TALISE2014-07-25
0022012-01-01DANA TALISE2013-07-26
0022011-01-01DANA TALISE2012-07-20
0022010-01-01DANA TALISE2011-07-15

Plan Statistics for SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234

401k plan membership statisitcs for SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234

Measure Date Value
2025: SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234 2025 401k membership
Total number of particpants at beginning of year2025-07-1510
Total number of particpants at end of year2025-07-159
Number of Participants With Account Balances2025-07-156
2024: SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234 2024 401k membership
Total number of particpants at beginning of year2024-06-208
Total number of particpants at end of year2024-06-208
Number of Participants With Account Balances2024-06-207
Total number of particpants at beginning of year2024-04-2411
Total number of particpants at end of year2024-04-2410
Number of Participants With Account Balances2024-04-2410

Financial Data on SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234

Measure Date Value
2025 : SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1524439
Net assets as of the end of the plan year2025-07-15172495
Total assets as of the beginning of the plan year2025-07-15162159
Participant contributions to plan in this plan year2025-07-157326
Other income to plan in this plan year2025-07-1520123
Plan net income in this plan year2025-07-1510336
Net assets as of the end of the plan year2025-07-15172495
Net assets as of the beginning of the plan year2025-07-15162159
Employer contributions to plan in this plan year2025-07-157326
2024 : SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN # 387234 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-200
Net assets as of the end of the plan year2024-06-20158136
Total assets as of the beginning of the plan year2024-06-20123481
Participant contributions to plan in this plan year2024-06-209517
Other income to plan in this plan year2024-06-2015621
Plan net income in this plan year2024-06-2034655
Net assets as of the end of the plan year2024-06-20158136
Net assets as of the beginning of the plan year2024-06-20123481
Employer contributions to plan in this plan year2024-06-209517
Total expenses incurred by plan in this plan year2024-04-2434929
Net assets as of the end of the plan year2024-04-24162159
Total assets as of the beginning of the plan year2024-04-24176584
Participant contributions to plan in this plan year2024-04-24146
Other income to plan in this plan year2024-04-2420212
Plan net income in this plan year2024-04-24-14425
Net assets as of the end of the plan year2024-04-24162159
Net assets as of the beginning of the plan year2024-04-24176584
Employer contributions to plan in this plan year2024-04-24146

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