401k Plan data: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN plan

SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN
Plan identification number	002

SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name: SAN FRANCISCO BAR PILOTS

Employer identification number (EIN): 940834740

NAIC Classification: 483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
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 2013-01-01 CLAUDIA HERNANDEZ 2014-07-09
002 2012-01-01 CLAUDIA HERNANDEZ 2013-07-12 PETER MCISAAC 2013-07-12
002 2011-01-01 MIA JONES 2012-07-18
002 2010-01-01 JEFF LARSEN 2011-07-18

Plan Statistics for SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN

401k plan membership statisitcs for SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN

Measure Date Value
2025: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-15 63
Total number of particpants at end of year 2025-07-15 66
2024: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-21 66
Total number of particpants at end of year 2024-05-21 63
2022: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,729,073
Acturial value of plan assets 2022-12-31 6,191,531
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,741,870
Number of terminated vested participants 2022-12-31 15
Fundng target for terminated vested participants 2022-12-31 467,536
Active participant vested funding target 2022-12-31 2,149,390
Number of active participants 2022-12-31 24
Total funding liabilities for active participants 2022-12-31 2,189,113
Total participant count 2022-12-31 64
Total funding target for all participants 2022-12-31 4,398,519
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 1,281,491
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 1,281,491
Present value of excess contributions 2022-12-31 9,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 10,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 10,388
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 1,415,030
Total employer contributions 2022-12-31 102,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 100,838
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 101,556
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 100,838
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,063,222
Acturial value of plan assets 2021-12-31 5,456,900
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,668,829
Number of terminated vested participants 2021-12-31 13
Fundng target for terminated vested participants 2021-12-31 361,566
Active participant vested funding target 2021-12-31 2,351,997
Number of active participants 2021-12-31 32
Total funding liabilities for active participants 2021-12-31 2,325,416
Total participant count 2021-12-31 72
Total funding target for all participants 2021-12-31 4,355,811
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 914,639
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 914,639
Present value of excess contributions 2021-12-31 159,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 168,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 168,192
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 1,281,491
Total employer contributions 2021-12-31 266,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 262,162
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 136,342
Net shortfall amortization installment of oustanding balance 2021-12-31 477,776
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 252,267
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 252,267
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 262,162
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,805,809
Acturial value of plan assets 2020-12-31 4,325,228
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,665,532
Number of terminated vested participants 2020-12-31 13
Fundng target for terminated vested participants 2020-12-31 318,675
Active participant vested funding target 2020-12-31 1,930,686
Number of active participants 2020-12-31 24
Total funding liabilities for active participants 2020-12-31 1,958,488
Total participant count 2020-12-31 64
Total funding target for all participants 2020-12-31 3,942,695
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 590,817
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 590,817
Present value of excess contributions 2020-12-31 183,801
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 194,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 194,020
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 914,639
Total employer contributions 2020-12-31 379,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 370,321
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 94,836
Net shortfall amortization installment of oustanding balance 2020-12-31 569,691
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 210,761
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 210,761
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 370,321
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,702,574
Acturial value of plan assets 2019-12-31 3,644,441
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,675,925
Number of terminated vested participants 2019-12-31 14
Fundng target for terminated vested participants 2019-12-31 299,769
Active participant vested funding target 2019-12-31 1,676,040
Number of active participants 2019-12-31 27
Total funding liabilities for active participants 2019-12-31 1,735,995
Total participant count 2019-12-31 67
Total funding target for all participants 2019-12-31 3,711,689
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 626,396
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 626,396
Present value of excess contributions 2019-12-31 206,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 218,444
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 590,817
Total employer contributions 2019-12-31 456,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 443,679
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 143,953
Net shortfall amortization installment of oustanding balance 2019-12-31 658,065
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 259,878
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 259,878
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 443,679
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,683,605
Acturial value of plan assets 2018-12-31 3,315,245
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,232,221
Number of terminated vested participants 2018-12-31 20
Fundng target for terminated vested participants 2018-12-31 391,006
Active participant vested funding target 2018-12-31 1,359,160
Number of active participants 2018-12-31 26
Total funding liabilities for active participants 2018-12-31 1,394,178
Total participant count 2018-12-31 66
Total funding target for all participants 2018-12-31 3,017,405
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 245,499
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 245,499
Present value of excess contributions 2018-12-31 316,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 335,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 335,332
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 626,396
Total employer contributions 2018-12-31 408,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 395,981
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 135,131
Net shortfall amortization installment of oustanding balance 2018-12-31 216,517
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 189,395
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 189,395
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 395,981
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,768,639
Acturial value of plan assets 2017-12-31 2,721,923
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,174,303
Number of terminated vested participants 2017-12-31 20
Fundng target for terminated vested participants 2017-12-31 345,584
Active participant vested funding target 2017-12-31 1,222,409
Number of active participants 2017-12-31 25
Total funding liabilities for active participants 2017-12-31 1,241,717
Total participant count 2017-12-31 63
Total funding target for all participants 2017-12-31 2,761,604
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 208,860
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 208,860
Present value of excess contributions 2017-12-31 21,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 23,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 23,126
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 245,499
Total employer contributions 2017-12-31 510,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 495,896
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 98,495
Net shortfall amortization installment of oustanding balance 2017-12-31 285,180
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 179,336
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 179,336
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 495,896
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,556,012
Acturial value of plan assets 2016-12-31 2,586,503
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 833,191
Number of terminated vested participants 2016-12-31 21
Fundng target for terminated vested participants 2016-12-31 327,660
Active participant vested funding target 2016-12-31 1,355,729
Number of active participants 2016-12-31 25
Total funding liabilities for active participants 2016-12-31 1,380,442
Total participant count 2016-12-31 61
Total funding target for all participants 2016-12-31 2,541,293
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 208,397
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 208,397
Present value of excess contributions 2016-12-31 1,416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,505
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 1,505
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 208,860
Total employer contributions 2016-12-31 176,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 170,189
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 110,919
Net shortfall amortization installment of oustanding balance 2016-12-31 95,541
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 148,397
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 148,397
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 170,189
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-15	63
Total number of particpants at end of year	2025-07-15	66
2024: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-21	66
Total number of particpants at end of year	2024-05-21	63
2022: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,729,073
Acturial value of plan assets	2022-12-31	6,191,531
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,741,870
Number of terminated vested participants	2022-12-31	15
Fundng target for terminated vested participants	2022-12-31	467,536
Active participant vested funding target	2022-12-31	2,149,390
Number of active participants	2022-12-31	24
Total funding liabilities for active participants	2022-12-31	2,189,113
Total participant count	2022-12-31	64
Total funding target for all participants	2022-12-31	4,398,519
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	1,281,491
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	1,281,491
Present value of excess contributions	2022-12-31	9,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	10,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	10,388
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	1,415,030
Total employer contributions	2022-12-31	102,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	100,838
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	101,556
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	100,838
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,063,222
Acturial value of plan assets	2021-12-31	5,456,900
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,668,829
Number of terminated vested participants	2021-12-31	13
Fundng target for terminated vested participants	2021-12-31	361,566
Active participant vested funding target	2021-12-31	2,351,997
Number of active participants	2021-12-31	32
Total funding liabilities for active participants	2021-12-31	2,325,416
Total participant count	2021-12-31	72
Total funding target for all participants	2021-12-31	4,355,811
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	914,639
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	914,639
Present value of excess contributions	2021-12-31	159,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	168,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	168,192
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	1,281,491
Total employer contributions	2021-12-31	266,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	262,162
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	136,342
Net shortfall amortization installment of oustanding balance	2021-12-31	477,776
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	252,267
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	252,267
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	262,162
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,805,809
Acturial value of plan assets	2020-12-31	4,325,228
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,665,532
Number of terminated vested participants	2020-12-31	13
Fundng target for terminated vested participants	2020-12-31	318,675
Active participant vested funding target	2020-12-31	1,930,686
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	1,958,488
Total participant count	2020-12-31	64
Total funding target for all participants	2020-12-31	3,942,695
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	590,817
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	590,817
Present value of excess contributions	2020-12-31	183,801
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	194,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	194,020
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	914,639
Total employer contributions	2020-12-31	379,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	370,321
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	94,836
Net shortfall amortization installment of oustanding balance	2020-12-31	569,691
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	210,761
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	210,761
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	370,321
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,702,574
Acturial value of plan assets	2019-12-31	3,644,441
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,675,925
Number of terminated vested participants	2019-12-31	14
Fundng target for terminated vested participants	2019-12-31	299,769
Active participant vested funding target	2019-12-31	1,676,040
Number of active participants	2019-12-31	27
Total funding liabilities for active participants	2019-12-31	1,735,995
Total participant count	2019-12-31	67
Total funding target for all participants	2019-12-31	3,711,689
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	626,396
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	626,396
Present value of excess contributions	2019-12-31	206,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	218,444
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	590,817
Total employer contributions	2019-12-31	456,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	443,679
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	143,953
Net shortfall amortization installment of oustanding balance	2019-12-31	658,065
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	259,878
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	259,878
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	443,679
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,683,605
Acturial value of plan assets	2018-12-31	3,315,245
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,232,221
Number of terminated vested participants	2018-12-31	20
Fundng target for terminated vested participants	2018-12-31	391,006
Active participant vested funding target	2018-12-31	1,359,160
Number of active participants	2018-12-31	26
Total funding liabilities for active participants	2018-12-31	1,394,178
Total participant count	2018-12-31	66
Total funding target for all participants	2018-12-31	3,017,405
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	245,499
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	245,499
Present value of excess contributions	2018-12-31	316,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	335,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	335,332
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	626,396
Total employer contributions	2018-12-31	408,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	395,981
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	135,131
Net shortfall amortization installment of oustanding balance	2018-12-31	216,517
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	189,395
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	189,395
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	395,981
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,768,639
Acturial value of plan assets	2017-12-31	2,721,923
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,174,303
Number of terminated vested participants	2017-12-31	20
Fundng target for terminated vested participants	2017-12-31	345,584
Active participant vested funding target	2017-12-31	1,222,409
Number of active participants	2017-12-31	25
Total funding liabilities for active participants	2017-12-31	1,241,717
Total participant count	2017-12-31	63
Total funding target for all participants	2017-12-31	2,761,604
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	208,860
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	208,860
Present value of excess contributions	2017-12-31	21,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	23,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	23,126
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	245,499
Total employer contributions	2017-12-31	510,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	495,896
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	98,495
Net shortfall amortization installment of oustanding balance	2017-12-31	285,180
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	179,336
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	179,336
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	495,896
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,556,012
Acturial value of plan assets	2016-12-31	2,586,503
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	833,191
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	327,660
Active participant vested funding target	2016-12-31	1,355,729
Number of active participants	2016-12-31	25
Total funding liabilities for active participants	2016-12-31	1,380,442
Total participant count	2016-12-31	61
Total funding target for all participants	2016-12-31	2,541,293
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	208,397
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	208,397
Present value of excess contributions	2016-12-31	1,416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,505
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1,505
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	208,860
Total employer contributions	2016-12-31	176,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	170,189
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	110,919
Net shortfall amortization installment of oustanding balance	2016-12-31	95,541
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	148,397
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	148,397
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	170,189
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN

Measure	Date	Value
2025 : SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-15	218598
Net assets as of the end of the plan year	2025-07-15	6962524
Total assets as of the beginning of the plan year	2025-07-15	6360645
Value of plan covered by a fidelity bond	2025-07-15	500000
Other expenses paid from plan in this plan year	2025-07-15	14800
Other income to plan in this plan year	2025-07-15	575677
Plan net income in this plan year	2025-07-15	601879
Net assets as of the end of the plan year	2025-07-15	6962524
Net assets as of the beginning of the plan year	2025-07-15	6360645
Employer contributions to plan in this plan year	2025-07-15	244800
2024 : SF BAR PILOTS MARINE EMPLOYEES PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-21	219203
Net assets as of the end of the plan year	2024-05-21	6360645
Total assets as of the beginning of the plan year	2024-05-21	5407352
Value of plan covered by a fidelity bond	2024-05-21	500000
Other expenses paid from plan in this plan year	2024-05-21	12700
Other income to plan in this plan year	2024-05-21	927696
Plan net income in this plan year	2024-05-21	953293
Net assets as of the end of the plan year	2024-05-21	6360645
Net assets as of the beginning of the plan year	2024-05-21	5407352
Employer contributions to plan in this plan year	2024-05-21	244800

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SAN FRANCISCO BAR PILOTS
Employer identification number (EIN):	940834740
NAIC Classification:	483000
NAIC Description:	Water Transportation

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
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	2013-01-01	CLAUDIA HERNANDEZ	2014-07-09
002	2012-01-01	CLAUDIA HERNANDEZ	2013-07-12	PETER MCISAAC	2013-07-12
002	2011-01-01	MIA JONES	2012-07-18
002	2010-01-01	JEFF LARSEN	2011-07-18