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SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

SOUND COMMUNITY BANK has sponsored the creation of one or more 401k plans.

Company Name:SOUND COMMUNITY BANK
Employer identification number (EIN):910619653
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about SOUND COMMUNITY BANK

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2012-12-28
Company Identification Number: 602574844

More information about SOUND COMMUNITY BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01LAURIE STEWART
0022023-01-01
0022023-01-01LAURIE STEWART
0022022-01-01
0022022-01-01LAURIE STEWART
0022021-01-01
0022021-01-01LAURIE STEWART
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MATTHEW P. DEINES
0022013-01-01MATTHEW P. DEINES
0022012-01-01LAURA LEE STEWART, PLAN ADMIN.
0022011-01-01PATRICIA L. FLOYD, PLAN ADMIN.
0022010-01-01DEANNA PETERS, AS PREPARER
0022009-01-01PATRICIA L. FLOYD, PLAN ADMIN.

Financial Data on SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$-7,820
Total unrealized appreciation/depreciation of assets2023-12-31$-7,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$813,288
Total loss/gain on sale of assets2023-12-31$-11,331
Total of all expenses incurred2023-12-31$153,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$153,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$691,454
Value of total assets at end of year2023-12-31$7,147,792
Value of total assets at beginning of year2023-12-31$6,487,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$22,446
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$118,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$700,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Total non interest bearing cash at end of year2023-12-31$33,657
Total non interest bearing cash at beginning of year2023-12-31$1,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$659,920
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,147,792
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,487,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$497,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$394,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$22,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$6,616,233
Assets. Invements in employer securities at beginning of year2023-12-31$6,092,151
Contributions received in cash from employer2023-12-31$691,454
Income. Dividends from preferred stock2023-12-31$118,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$153,368
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$148,144
Aggregate carrying amount (costs) on sale of assets2023-12-31$159,475
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189311
Unrealized appreciation/depreciation of real estate assets2023-01-01$-7,820
Total unrealized appreciation/depreciation of assets2023-01-01$-7,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$813,288
Total loss/gain on sale of assets2023-01-01$-11,331
Total of all expenses incurred2023-01-01$153,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$153,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$691,454
Value of total assets at end of year2023-01-01$7,147,792
Value of total assets at beginning of year2023-01-01$6,487,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$22,446
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$118,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$700,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Total non interest bearing cash at end of year2023-01-01$33,657
Total non interest bearing cash at beginning of year2023-01-01$1,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$659,920
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,147,792
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$6,487,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$497,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$394,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$22,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$6,616,233
Assets. Invements in employer securities at beginning of year2023-01-01$6,092,151
Contributions received in cash from employer2023-01-01$691,454
Income. Dividends from preferred stock2023-01-01$118,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$153,368
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$148,144
Aggregate carrying amount (costs) on sale of assets2023-01-01$159,475
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS
Accountancy firm EIN2023-01-01910189311
2022 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-698,498
Total unrealized appreciation/depreciation of assets2022-12-31$-698,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$172,383
Total loss/gain on sale of assets2022-12-31$-69,743
Total of all expenses incurred2022-12-31$614,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$614,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$820,000
Value of total assets at end of year2022-12-31$6,487,872
Value of total assets at beginning of year2022-12-31$6,929,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$6,187
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$114,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$1,317
Total non interest bearing cash at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-441,916
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,487,872
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,929,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$394,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$307,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$6,092,151
Assets. Invements in employer securities at beginning of year2022-12-31$6,621,912
Contributions received in cash from employer2022-12-31$820,000
Income. Dividends from preferred stock2022-12-31$114,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$614,299
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$581,501
Aggregate carrying amount (costs) on sale of assets2022-12-31$651,244
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189311
Unrealized appreciation/depreciation of real estate assets2022-01-01$-698,498
Total unrealized appreciation/depreciation of assets2022-01-01$-698,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$172,383
Total loss/gain on sale of assets2022-01-01$-69,743
Total of all expenses incurred2022-01-01$614,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$614,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$820,000
Value of total assets at end of year2022-01-01$6,487,872
Value of total assets at beginning of year2022-01-01$6,929,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$6,187
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$114,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$700,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Total non interest bearing cash at end of year2022-01-01$1,317
Total non interest bearing cash at beginning of year2022-01-01$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-441,916
Value of net assets at end of year (total assets less liabilities)2022-01-01$6,487,872
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,929,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$394,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$307,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$6,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$6,092,151
Assets. Invements in employer securities at beginning of year2022-01-01$6,621,912
Contributions received in cash from employer2022-01-01$820,000
Income. Dividends from preferred stock2022-01-01$114,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$614,299
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$581,501
Aggregate carrying amount (costs) on sale of assets2022-01-01$651,244
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS
Accountancy firm EIN2022-01-01910189311
2021 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$123,467
Total income from all sources2021-12-31$2,387,815
Expenses. Total of all expenses incurred2021-12-31$341,093
Benefits paid (including direct rollovers)2021-12-31$338,276
Total plan assets at end of year2021-12-31$6,929,788
Total plan assets at beginning of year2021-12-31$5,006,533
Value of fidelity bond covering the plan2021-12-31$610,755
Other income received2021-12-31$1,950,436
Net income (gross income less expenses)2021-12-31$2,046,722
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,929,788
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,883,066
Assets. Value of employer securities2021-12-31$6,621,912
Total contributions received or receivable from employer(s)2021-12-31$437,379
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$123,467
Total plan liabilities at beginning of year2020-12-31$244,165
Total income from all sources2020-12-31$-394,023
Expenses. Total of all expenses incurred2020-12-31$586,291
Benefits paid (including direct rollovers)2020-12-31$580,706
Total plan assets at end of year2020-12-31$5,006,533
Total plan assets at beginning of year2020-12-31$6,107,545
Value of fidelity bond covering the plan2020-12-31$610,755
Other income received2020-12-31$-802,147
Net income (gross income less expenses)2020-12-31$-980,314
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,883,066
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,863,380
Assets. Value of employer securities2020-12-31$4,794,948
Total contributions received or receivable from employer(s)2020-12-31$408,124
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$244,165
Total plan liabilities at beginning of year2019-12-31$362,186
Total income from all sources2019-12-31$1,029,146
Expenses. Total of all expenses incurred2019-12-31$437,975
Benefits paid (including direct rollovers)2019-12-31$437,775
Total plan assets at end of year2019-12-31$6,107,545
Total plan assets at beginning of year2019-12-31$5,634,395
Value of fidelity bond covering the plan2019-12-31$610,755
Other income received2019-12-31$671,914
Net income (gross income less expenses)2019-12-31$591,171
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,863,380
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,272,209
Assets. Value of employer securities2019-12-31$5,976,576
Total contributions received or receivable from employer(s)2019-12-31$357,232
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$362,186
Total plan liabilities at beginning of year2018-12-31$477,574
Total income from all sources2018-12-31$218,492
Expenses. Total of all expenses incurred2018-12-31$621,501
Benefits paid (including direct rollovers)2018-12-31$610,281
Total plan assets at end of year2018-12-31$5,634,395
Total plan assets at beginning of year2018-12-31$6,152,792
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-133,059
Net income (gross income less expenses)2018-12-31$-403,009
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,272,209
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,675,218
Assets. Value of employer securities2018-12-31$5,574,318
Total contributions received or receivable from employer(s)2018-12-31$351,551
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$477,574
Total plan liabilities at beginning of year2017-12-31$730,384
Total income from all sources2017-12-31$1,446,136
Expenses. Total of all expenses incurred2017-12-31$244,162
Benefits paid (including direct rollovers)2017-12-31$224,056
Total plan assets at end of year2017-12-31$6,152,792
Total plan assets at beginning of year2017-12-31$5,203,628
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$1,213,688
Net income (gross income less expenses)2017-12-31$1,201,974
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,675,218
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,473,244
Assets. Value of employer securities2017-12-31$6,020,846
Total contributions received or receivable from employer(s)2017-12-31$232,448
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$20,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$730,384
Total plan liabilities at beginning of year2016-12-31$974,493
Total income from all sources2016-12-31$1,298,375
Expenses. Total of all expenses incurred2016-12-31$274,405
Benefits paid (including direct rollovers)2016-12-31$245,599
Total plan assets at end of year2016-12-31$5,203,628
Total plan assets at beginning of year2016-12-31$4,423,767
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$1,052,194
Net income (gross income less expenses)2016-12-31$1,023,970
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,473,244
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,449,274
Assets. Value of employer securities2016-12-31$5,137,132
Total contributions received or receivable from employer(s)2016-12-31$246,181
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$28,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$974,493
Total plan liabilities at beginning of year2015-12-31$1,210,379
Total income from all sources2015-12-31$1,169,098
Expenses. Total of all expenses incurred2015-12-31$74,685
Benefits paid (including direct rollovers)2015-12-31$37,655
Total plan assets at end of year2015-12-31$4,423,767
Total plan assets at beginning of year2015-12-31$3,565,240
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$921,672
Net income (gross income less expenses)2015-12-31$1,094,413
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,449,274
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,354,861
Assets. Value of employer securities2015-12-31$4,384,495
Total contributions received or receivable from employer(s)2015-12-31$247,426
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$37,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,210,379
Total plan liabilities at beginning of year2014-12-31$1,438,272
Total income from all sources2014-12-31$529,588
Expenses. Total of all expenses incurred2014-12-31$108,195
Benefits paid (including direct rollovers)2014-12-31$63,118
Total plan assets at end of year2014-12-31$3,565,240
Total plan assets at beginning of year2014-12-31$3,371,740
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$283,152
Net income (gross income less expenses)2014-12-31$421,393
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,354,861
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,933,468
Assets. Value of employer securities2014-12-31$3,544,923
Total contributions received or receivable from employer(s)2014-12-31$246,436
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$45,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,438,272
Total plan liabilities at beginning of year2013-12-31$1,658,470
Total income from all sources2013-12-31$1,587,805
Expenses. Total of all expenses incurred2013-12-31$105,269
Benefits paid (including direct rollovers)2013-12-31$52,802
Total plan assets at end of year2013-12-31$3,371,740
Total plan assets at beginning of year2013-12-31$2,109,402
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$52,467
Other income received2013-12-31$1,338,035
Net income (gross income less expenses)2013-12-31$1,482,536
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,933,468
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$450,932
Assets. Value of employer securities2013-12-31$3,363,889
Total contributions received or receivable from employer(s)2013-12-31$249,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,658,470
Total plan liabilities at beginning of year2012-12-31$753,384
Total income from all sources2012-12-31$574,315
Expenses. Total of all expenses incurred2012-12-31$82,542
Benefits paid (including direct rollovers)2012-12-31$38,790
Total plan assets at end of year2012-12-31$2,109,402
Total plan assets at beginning of year2012-12-31$712,543
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$43,752
Other income received2012-12-31$301,649
Net income (gross income less expenses)2012-12-31$491,773
Net plan assets at end of year (total assets less liabilities)2012-12-31$450,932
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$-40,841
Assets. Value of employer securities2012-12-31$2,108,652
Total contributions received or receivable from employer(s)2012-12-31$272,666
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$11,600
2011 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$753,384
Total plan liabilities at beginning of year2011-12-31$860,506
Total income from all sources2011-12-31$323,765
Expenses. Total of all expenses incurred2011-12-31$65,082
Benefits paid (including direct rollovers)2011-12-31$25,821
Total plan assets at end of year2011-12-31$712,543
Total plan assets at beginning of year2011-12-31$560,982
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$39,261
Other income received2011-12-31$177,383
Net income (gross income less expenses)2011-12-31$258,683
Net plan assets at end of year (total assets less liabilities)2011-12-31$-40,841
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$-299,524
Assets. Value of employer securities2011-12-31$711,667
Total contributions received or receivable from employer(s)2011-12-31$146,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$3,960
2010 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$860,506
Total plan liabilities at beginning of year2010-12-31$962,953
Total income from all sources2010-12-31$57,221
Expenses. Total of all expenses incurred2010-12-31$60,951
Benefits paid (including direct rollovers)2010-12-31$17,016
Total plan assets at end of year2010-12-31$560,982
Total plan assets at beginning of year2010-12-31$667,159
Value of fidelity bond covering the plan2010-12-31$4,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$43,935
Other income received2010-12-31$-84,977
Net income (gross income less expenses)2010-12-31$-3,730
Net plan assets at end of year (total assets less liabilities)2010-12-31$-299,524
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-295,794
Assets. Value of employer securities2010-12-31$559,910
Total contributions received or receivable from employer(s)2010-12-31$142,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUND FINANCIAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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