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SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN
Plan identification number 001

SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING 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.
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:SAN FRANCISCO GOLF CLUB
Employer identification number (EIN):940835710
NAIC Classification:713900

Additional information about SAN FRANCISCO GOLF CLUB

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0040735

More information about SAN FRANCISCO GOLF CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KEVIN WENTWORTH2023-10-12
0012021-01-01GREG DAVIS2022-10-14
0012020-01-01GREG DAVIS2021-09-09
0012019-01-01
0012018-01-01
0012017-01-01GREG DAVIS
0012016-01-01GREG DAVIS2017-08-11
0012015-01-01GREG DAVIS2016-06-21
0012014-01-01ROBERT LEE2015-10-09
0012013-01-01BARRY FRITZ2014-07-08
0012012-01-01BARRY FRITZ2013-06-19
0012011-01-01BARRY FRITZ2012-07-12
0012010-01-01MAUREEN MORIARTY2011-08-31

Plan Statistics for SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN

Measure Date Value
2019: SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-0154
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0173
Number of participants with account balances2019-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01141
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01151
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01140
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN

Measure Date Value
2019 : SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$544,354
Total of all expenses incurred2019-12-31$71,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$60,226
Expenses. Certain deemed distributions of participant loans2019-12-31$2,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$271,473
Value of total assets at end of year2019-12-31$1,854,652
Value of total assets at beginning of year2019-12-31$1,381,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,557
Total interest from all sources2019-12-31$4,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$111,845
Participant contributions at end of year2019-12-31$58,535
Participant contributions at beginning of year2019-12-31$11,702
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$86
Administrative expenses (other) incurred2019-12-31$8,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$473,293
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,854,652
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,381,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,564,119
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,144,907
Interest on participant loans2019-12-31$624
Interest earned on other investments2019-12-31$3,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$231,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$223,470
Net investment gain/loss from pooled separate accounts2019-12-31$268,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$128,309
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2019-12-31208092242
2018 : SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$141,343
Total of all expenses incurred2018-12-31$314,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$306,575
Value of total corrective distributions2018-12-31$103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$212,725
Value of total assets at end of year2018-12-31$1,381,359
Value of total assets at beginning of year2018-12-31$1,554,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,929
Total interest from all sources2018-12-31$3,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$97,240
Participant contributions at end of year2018-12-31$11,702
Participant contributions at beginning of year2018-12-31$22,915
Participant contributions at beginning of year2018-12-31$41
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$86
Administrative expenses (other) incurred2018-12-31$7,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-173,264
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,381,359
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,554,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,144,907
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,253,425
Interest on participant loans2018-12-31$959
Interest earned on other investments2018-12-31$2,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$223,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$222,837
Net investment gain/loss from pooled separate accounts2018-12-31$-75,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$115,485
Employer contributions (assets) at end of year2018-12-31$1,194
Employer contributions (assets) at beginning of year2018-12-31$55,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$306,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2018-12-31208092242
2017 : SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$436,688
Total of all expenses incurred2017-12-31$257,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$250,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$265,960
Value of total assets at end of year2017-12-31$1,554,623
Value of total assets at beginning of year2017-12-31$1,375,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,609
Total interest from all sources2017-12-31$3,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$114,223
Participant contributions at end of year2017-12-31$22,915
Participant contributions at beginning of year2017-12-31$38,000
Participant contributions at end of year2017-12-31$41
Participant contributions at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$7,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$178,846
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,554,623
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,375,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,253,425
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,121,661
Interest on participant loans2017-12-31$1,335
Interest earned on other investments2017-12-31$2,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$222,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$216,116
Net investment gain/loss from pooled separate accounts2017-12-31$167,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$151,737
Employer contributions (assets) at end of year2017-12-31$55,405
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$250,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WORTHY & COMPANY, LLC
Accountancy firm EIN2017-12-31208092242

Form 5500 Responses for SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN

2019: SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996716
Policy instance 1
Insurance contract or identification number996716
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,918
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,918
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996716
Policy instance 1
Insurance contract or identification number996716
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,769
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,769
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC

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