401k Plan data: SAN FRANCISCO EQUINE 401(K) PLAN plan

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

Plan Name	SAN FRANCISCO EQUINE 401(K) PLAN
Plan identification number	002

SAN FRANCISCO EQUINE 401(K) PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 KIM KUHLMANN
002 2013-01-01 KIM KUHLMANN
002 2012-01-01 KIM KUHLMANN
002 2011-01-01 KIM KUHLMANN
002 2010-01-01 MOLLY OSGOOD
002 2009-01-01 MOLLY OSGOOD

Plan Statistics for SAN FRANCISCO EQUINE 401(K) PLAN

401k plan membership statisitcs for SAN FRANCISCO EQUINE 401(K) PLAN

Measure Date Value
2018: SAN FRANCISCO EQUINE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SAN FRANCISCO EQUINE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAN FRANCISCO EQUINE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAN FRANCISCO EQUINE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAN FRANCISCO EQUINE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SAN FRANCISCO EQUINE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SAN FRANCISCO EQUINE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SAN FRANCISCO EQUINE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: SAN FRANCISCO EQUINE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAN FRANCISCO EQUINE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: SAN FRANCISCO EQUINE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SAN FRANCISCO EQUINE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAN FRANCISCO EQUINE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAN FRANCISCO EQUINE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAN FRANCISCO EQUINE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SAN FRANCISCO EQUINE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SAN FRANCISCO EQUINE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SAN FRANCISCO EQUINE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: SAN FRANCISCO EQUINE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAN FRANCISCO EQUINE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SAN FRANCISCO EQUINE 401(K) PLAN

Measure	Date	Value
2018 : SAN FRANCISCO EQUINE 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-55,294
Expenses. Total of all expenses incurred	2018-12-31	$9,230
Total plan assets at end of year	2018-12-31	$4,970,539
Total plan assets at beginning of year	2018-12-31	$5,035,063
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$76,500
Other income received	2018-12-31	$-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 loans	2018-12-31	$18,569
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$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 securities	2018-12-31	$0
2017 : SAN FRANCISCO EQUINE 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,144,722
Expenses. Total of all expenses incurred	2017-12-31	$47,999
Benefits paid (including direct rollovers)	2017-12-31	$32,709
Total plan assets at end of year	2017-12-31	$5,035,063
Total plan assets at beginning of year	2017-12-31	$3,938,340
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$75,000
Contributions received from other sources (not participants or employers)	2017-12-31	$217,172
Other income received	2017-12-31	$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 loans	2017-12-31	$49,653
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$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 securities	2017-12-31	$0
2016 : SAN FRANCISCO EQUINE 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$506,387
Expenses. Total of all expenses incurred	2016-12-31	$771,907
Benefits paid (including direct rollovers)	2016-12-31	$748,085
Total plan assets at end of year	2016-12-31	$3,938,340
Total plan assets at beginning of year	2016-12-31	$4,203,860
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$75,000
Other income received	2016-12-31	$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 loans	2016-12-31	$76,177
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$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 securities	2016-12-31	$0
2015 : SAN FRANCISCO EQUINE 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$168,044
Expenses. Total of all expenses incurred	2015-12-31	$117,723
Benefits paid (including direct rollovers)	2015-12-31	$88,645
Total plan assets at end of year	2015-12-31	$4,203,860
Total plan assets at beginning of year	2015-12-31	$4,153,539
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$69,000
Other income received	2015-12-31	$-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 loans	2015-12-31	$104,870
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$2,488
Total contributions received or receivable from employer(s)	2015-12-31	$126,550
Value of certain deemed distributions of participant loans	2015-12-31	$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 securities	2015-12-31	$0
2014 : SAN FRANCISCO EQUINE 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$496,673
Expenses. Total of all expenses incurred	2014-12-31	$1,041,559
Benefits paid (including direct rollovers)	2014-12-31	$1,013,975
Total plan assets at end of year	2014-12-31	$4,153,539
Total plan assets at beginning of year	2014-12-31	$4,698,425
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$66,698
Other income received	2014-12-31	$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 loans	2014-12-31	$55,095
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$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 securities	2014-12-31	$0
2013 : SAN FRANCISCO EQUINE 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,012,921
Expenses. Total of all expenses incurred	2013-12-31	$25,850
Benefits paid (including direct rollovers)	2013-12-31	$969
Total plan assets at end of year	2013-12-31	$4,698,425
Total plan assets at beginning of year	2013-12-31	$3,711,354
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$78,300
Other income received	2013-12-31	$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 loans	2013-12-31	$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 securities	2013-12-31	$0
2012 : SAN FRANCISCO EQUINE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$616,377
Expenses. Total of all expenses incurred	2012-12-31	$62,995
Benefits paid (including direct rollovers)	2012-12-31	$36,888
Total plan assets at end of year	2012-12-31	$3,711,354
Total plan assets at beginning of year	2012-12-31	$3,157,972
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$79,875
Contributions received from other sources (not participants or employers)	2012-12-31	$14,627
Other income received	2012-12-31	$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 loans	2012-12-31	$40,410
Total contributions received or receivable from employer(s)	2012-12-31	$115,275
Value of certain deemed distributions of participant loans	2012-12-31	$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 securities	2012-12-31	$0
2011 : SAN FRANCISCO EQUINE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$113,943
Expenses. Total of all expenses incurred	2011-12-31	$15,049
Benefits paid (including direct rollovers)	2011-12-31	$2,937
Total plan assets at end of year	2011-12-31	$3,157,972
Total plan assets at beginning of year	2011-12-31	$3,059,078
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$77,900
Other income received	2011-12-31	$-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 loans	2011-12-31	$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 securities	2011-12-31	$0
2010 : SAN FRANCISCO EQUINE 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$549,466
Expenses. Total of all expenses incurred	2010-12-31	$10,433
Benefits paid (including direct rollovers)	2010-12-31	$1,062
Total plan assets at end of year	2010-12-31	$3,059,078
Total plan assets at beginning of year	2010-12-31	$2,520,045
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$80,800
Other income received	2010-12-31	$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 loans	2010-12-31	$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 securities	2010-12-31	$0

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

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

Insurance Providers Used on plan

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

Policy contract number

57904

Policy instance

Insurance contract or identification number	57904
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,950
Total amount of fees paid to insurance company	USD $3,234
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3234
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,950
Insurance broker name	LPL FINANCIAL CORPORATION

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

Policy contract number

57904

Policy instance

Insurance contract or identification number	57904
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,636
Total amount of fees paid to insurance company	USD $527
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,636
Insurance broker organization code?	3
Amount paid for insurance broker fees	527
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	CALIFORNIA RETIREMENT PLANS

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

Policy contract number

57904

Policy instance

Insurance contract or identification number	57904
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,133
Total amount of fees paid to insurance company	USD $822
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,946
Insurance broker organization code?	3
Amount paid for insurance broker fees	822
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION AND TPA FEES
Insurance broker name	NEW ENGLAND SECURITIES CORPORATION

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

Policy contract number

57904

Policy instance

Insurance contract or identification number	57904
Number of Individuals Covered	9
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,897
Total amount of fees paid to insurance company	USD $621
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

57904

Policy instance

Insurance contract or identification number	57904
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,144
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1794
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	3
Insurance broker name	CALIFORNIA RETIREMENT PLANS

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

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	KIM KUHLMANN
002	2013-01-01	KIM KUHLMANN
002	2012-01-01	KIM KUHLMANN
002	2011-01-01	KIM KUHLMANN
002	2010-01-01	MOLLY OSGOOD
002	2009-01-01	MOLLY OSGOOD