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SAN FRANCISCO EQUINE 401(K) PLAN 401k Plan overview

Plan NameSAN FRANCISCO EQUINE 401(K) PLAN
Plan identification number 002

SAN FRANCISCO EQUINE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

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

Company Name:SAN FRANCISCO EQUINE
Employer identification number (EIN):752997534
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO EQUINE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01KIM KUHLMANN
0022013-01-01KIM KUHLMANN
0022012-01-01KIM KUHLMANN
0022011-01-01KIM KUHLMANN
0022010-01-01MOLLY OSGOOD
0022009-01-01MOLLY OSGOOD

Financial Data on SAN FRANCISCO EQUINE 401(K) PLAN

Measure Date Value
2025 : SAN FRANCISCO EQUINE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1031143
Net assets as of the end of the plan year2025-09-106872802
Total assets as of the beginning of the plan year2025-09-105968570
Value of plan covered by a fidelity bond2025-09-10500000
Participant contributions to plan in this plan year2025-09-1064000
Value of participant loans at end of plan year2025-09-100
Other income to plan in this plan year2025-09-10761718
Plan net income in this plan year2025-09-10904232
Net assets as of the end of the plan year2025-09-106872802
Net assets as of the beginning of the plan year2025-09-105968570
Employer contributions to plan in this plan year2025-09-10109657
Fees paid to broker by Benefit Provider2025-09-1021985
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1030614
2024 : SAN FRANCISCO EQUINE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1118287
Net assets as of the end of the plan year2024-06-115968570
Total assets as of the beginning of the plan year2024-06-114851367
Value of plan covered by a fidelity bond2024-06-11500000
Participant contributions to plan in this plan year2024-06-1163000
Value of participant loans at end of plan year2024-06-113803
Other income to plan in this plan year2024-06-11963330
Plan net income in this plan year2024-06-111117203
Net assets as of the end of the plan year2024-06-115968570
Net assets as of the beginning of the plan year2024-06-114851367
Employer contributions to plan in this plan year2024-06-11109160
Fees paid to broker by Benefit Provider2024-06-1114479
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1118287
2022 : SAN FRANCISCO EQUINE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-022954213
Net assets as of the end of the plan year2022-05-025917754
Total assets as of the beginning of the plan year2022-05-027775874
Value of plan covered by a fidelity bond2022-05-02500000
Participant contributions to plan in this plan year2022-05-0255000
Value of participant loans at end of plan year2022-05-0222885
Other income to plan in this plan year2022-05-02946837
Plan net income in this plan year2022-05-02-1858120
Net assets as of the end of the plan year2022-05-025917754
Net assets as of the beginning of the plan year2022-05-027775874
Employer contributions to plan in this plan year2022-05-0294256
Fees paid to broker by Benefit Provider2022-05-0216948
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0230232
2018 : SAN FRANCISCO EQUINE 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-55,294
Expenses. Total of all expenses incurred2018-12-31$9,230
Total plan assets at end of year2018-12-31$4,970,539
Total plan assets at beginning of year2018-12-31$5,035,063
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$76,500
Other income received2018-12-31$-256,839
Net income (gross income less expenses)2018-12-31$-64,524
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,970,539
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,035,063
Assets. Value of participant loans2018-12-31$18,569
Assets. Value of assets in partnership/joint-venture interests2018-12-31$2,488
Total contributions received or receivable from employer(s)2018-12-31$125,045
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SAN FRANCISCO EQUINE 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,144,722
Expenses. Total of all expenses incurred2017-12-31$47,999
Benefits paid (including direct rollovers)2017-12-31$32,709
Total plan assets at end of year2017-12-31$5,035,063
Total plan assets at beginning of year2017-12-31$3,938,340
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$75,000
Contributions received from other sources (not participants or employers)2017-12-31$217,172
Other income received2017-12-31$728,141
Net income (gross income less expenses)2017-12-31$1,096,723
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,035,063
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,938,340
Assets. Value of participant loans2017-12-31$49,653
Assets. Value of assets in partnership/joint-venture interests2017-12-31$2,488
Total contributions received or receivable from employer(s)2017-12-31$124,409
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SAN FRANCISCO EQUINE 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$506,387
Expenses. Total of all expenses incurred2016-12-31$771,907
Benefits paid (including direct rollovers)2016-12-31$748,085
Total plan assets at end of year2016-12-31$3,938,340
Total plan assets at beginning of year2016-12-31$4,203,860
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$75,000
Other income received2016-12-31$305,464
Net income (gross income less expenses)2016-12-31$-265,520
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,938,340
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,203,860
Assets. Value of participant loans2016-12-31$76,177
Assets. Value of assets in partnership/joint-venture interests2016-12-31$2,488
Total contributions received or receivable from employer(s)2016-12-31$125,923
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$23,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SAN FRANCISCO EQUINE 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$168,044
Expenses. Total of all expenses incurred2015-12-31$117,723
Benefits paid (including direct rollovers)2015-12-31$88,645
Total plan assets at end of year2015-12-31$4,203,860
Total plan assets at beginning of year2015-12-31$4,153,539
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$69,000
Other income received2015-12-31$-27,506
Net income (gross income less expenses)2015-12-31$50,321
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,203,860
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,153,539
Assets. Value of participant loans2015-12-31$104,870
Assets. Value of assets in partnership/joint-venture interests2015-12-31$2,488
Total contributions received or receivable from employer(s)2015-12-31$126,550
Value of certain deemed distributions of participant loans2015-12-31$5,372
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$23,706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SAN FRANCISCO EQUINE 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$496,673
Expenses. Total of all expenses incurred2014-12-31$1,041,559
Benefits paid (including direct rollovers)2014-12-31$1,013,975
Total plan assets at end of year2014-12-31$4,153,539
Total plan assets at beginning of year2014-12-31$4,698,425
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$66,698
Other income received2014-12-31$305,964
Net income (gross income less expenses)2014-12-31$-544,886
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,153,539
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,698,425
Assets. Value of participant loans2014-12-31$55,095
Assets. Value of assets in partnership/joint-venture interests2014-12-31$2,488
Total contributions received or receivable from employer(s)2014-12-31$124,011
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$27,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SAN FRANCISCO EQUINE 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,012,921
Expenses. Total of all expenses incurred2013-12-31$25,850
Benefits paid (including direct rollovers)2013-12-31$969
Total plan assets at end of year2013-12-31$4,698,425
Total plan assets at beginning of year2013-12-31$3,711,354
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$78,300
Other income received2013-12-31$815,882
Net income (gross income less expenses)2013-12-31$987,071
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,698,425
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,711,354
Assets. Value of participant loans2013-12-31$27,396
Total contributions received or receivable from employer(s)2013-12-31$118,739
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$24,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SAN FRANCISCO EQUINE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$616,377
Expenses. Total of all expenses incurred2012-12-31$62,995
Benefits paid (including direct rollovers)2012-12-31$36,888
Total plan assets at end of year2012-12-31$3,711,354
Total plan assets at beginning of year2012-12-31$3,157,972
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$79,875
Contributions received from other sources (not participants or employers)2012-12-31$14,627
Other income received2012-12-31$406,600
Net income (gross income less expenses)2012-12-31$553,382
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,711,354
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,157,972
Assets. Value of participant loans2012-12-31$40,410
Total contributions received or receivable from employer(s)2012-12-31$115,275
Value of certain deemed distributions of participant loans2012-12-31$6,335
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$19,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SAN FRANCISCO EQUINE 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$113,943
Expenses. Total of all expenses incurred2011-12-31$15,049
Benefits paid (including direct rollovers)2011-12-31$2,937
Total plan assets at end of year2011-12-31$3,157,972
Total plan assets at beginning of year2011-12-31$3,059,078
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$77,900
Other income received2011-12-31$-73,717
Net income (gross income less expenses)2011-12-31$98,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,157,972
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,059,078
Assets. Value of participant loans2011-12-31$45,417
Total contributions received or receivable from employer(s)2011-12-31$109,760
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SAN FRANCISCO EQUINE 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$549,466
Expenses. Total of all expenses incurred2010-12-31$10,433
Benefits paid (including direct rollovers)2010-12-31$1,062
Total plan assets at end of year2010-12-31$3,059,078
Total plan assets at beginning of year2010-12-31$2,520,045
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$80,800
Other income received2010-12-31$357,467
Net income (gross income less expenses)2010-12-31$539,033
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,059,078
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,520,045
Assets. Value of participant loans2010-12-31$58,967
Total contributions received or receivable from employer(s)2010-12-31$111,199
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SAN FRANCISCO EQUINE 401(K) PLAN

2018: SAN FRANCISCO EQUINE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN FRANCISCO EQUINE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN FRANCISCO EQUINE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN FRANCISCO EQUINE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN FRANCISCO EQUINE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN FRANCISCO EQUINE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN FRANCISCO EQUINE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN FRANCISCO EQUINE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAN FRANCISCO EQUINE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAN FRANCISCO EQUINE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57904
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57904
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57904
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57904
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57904
Policy instance 1

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