401k Plan data: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN plan

SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number	001

SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAN FRANCISCO FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: SAN FRANCISCO FEDERAL CREDIT UNION

Employer identification number (EIN): 941291034

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 RICHARD E. HERBERT
001 2016-01-01 RICHARD HERBERT RICHARD HERBERT 2017-07-21
001 2015-01-01 RICHARD E. HERBERT
001 2014-01-01 RICHARD HERBERT
001 2013-01-01 GREGORY L. TOLER
001 2012-01-01 GREGORY L. TOLER GREGORY L. TOLER 2013-10-15
001 2011-01-01 GREGORY L. TOLER GREGORY L. TOLER 2012-10-12
001 2009-01-01 GREGORY L. TOLER GREGORY L. TOLER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	RICHARD E. HERBERT
001	2016-01-01	RICHARD HERBERT	RICHARD HERBERT	2017-07-21
001	2015-01-01	RICHARD E. HERBERT
001	2014-01-01	RICHARD HERBERT
001	2013-01-01	GREGORY L. TOLER
001	2012-01-01	GREGORY L. TOLER	GREGORY L. TOLER	2013-10-15
001	2011-01-01	GREGORY L. TOLER	GREGORY L. TOLER	2012-10-12
001	2009-01-01	GREGORY L. TOLER	GREGORY L. TOLER	2010-10-14

Plan Statistics for SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2019: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 78
Total of all active and inactive participants 2018-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 184
Number of participants with account balances 2018-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 59
Total of all active and inactive participants 2017-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 178
Number of participants with account balances 2017-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 133
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 74
Total of all active and inactive participants 2016-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 207
Number of participants with account balances 2016-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 139
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 57
Total of all active and inactive participants 2015-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 196
Number of participants with account balances 2015-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 126
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 172
Number of participants with account balances 2014-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 118
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 132
Number of participants with account balances 2013-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 104
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 118
Number of participants with account balances 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 101
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 117
Number of participants with account balances 2011-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 109
Number of participants with account balances 2009-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	78
Total of all active and inactive participants	2018-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	184
Number of participants with account balances	2018-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	59
Total of all active and inactive participants	2017-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	178
Number of participants with account balances	2017-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	133
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	74
Total of all active and inactive participants	2016-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	207
Number of participants with account balances	2016-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	139
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	57
Total of all active and inactive participants	2015-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	196
Number of participants with account balances	2015-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	126
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	172
Number of participants with account balances	2014-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	118
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	132
Number of participants with account balances	2013-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	104
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	118
Number of participants with account balances	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	101
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	117
Number of participants with account balances	2011-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	109
Number of participants with account balances	2009-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure	Date	Value
2019 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-10-15	$0
Total transfer of assets from this plan	2019-10-15	$19,411,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-15	$0
Total income from all sources (including contributions)	2019-10-15	$3,542,422
Total loss/gain on sale of assets	2019-10-15	$0
Total of all expenses incurred	2019-10-15	$1,378,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-10-15	$1,373,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-10-15	$1,147,411
Value of total assets at end of year	2019-10-15	$0
Value of total assets at beginning of year	2019-10-15	$17,247,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-10-15	$4,700
Total interest from all sources	2019-10-15	$102,726
Total dividends received (eg from common stock, registered investment company shares)	2019-10-15	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-10-15	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-10-15	$0
Was this plan covered by a fidelity bond	2019-10-15	Yes
Value of fidelity bond cover	2019-10-15	$5,000,000
If this is an individual account plan, was there a blackout period	2019-10-15	No
Were there any nonexempt tranactions with any party-in-interest	2019-10-15	No
Contributions received from participants	2019-10-15	$453,538
Participant contributions at end of year	2019-10-15	$0
Participant contributions at beginning of year	2019-10-15	$348,312
Income. Received or receivable in cash from other sources (including rollovers)	2019-10-15	$84,566
Other income not declared elsewhere	2019-10-15	$255
Administrative expenses (other) incurred	2019-10-15	$4,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-15	No
Value of net income/loss	2019-10-15	$2,163,956
Value of net assets at end of year (total assets less liabilities)	2019-10-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-10-15	$17,247,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-10-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-10-15	No
Were any leases to which the plan was party in default or uncollectible	2019-10-15	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-10-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-10-15	$12,522,807
Interest on participant loans	2019-10-15	$10,469
Interest earned on other investments	2019-10-15	$92,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-10-15	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-10-15	$4,376,029
Net investment gain/loss from pooled separate accounts	2019-10-15	$2,292,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-10-15	No
Was there a failure to transmit to the plan any participant contributions	2019-10-15	No
Has the plan failed to provide any benefit when due under the plan	2019-10-15	No
Contributions received in cash from employer	2019-10-15	$609,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-10-15	$1,373,766
Did the plan have assets held for investment	2019-10-15	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-10-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-10-15	Yes
Opinion of an independent qualified public accountant for this plan	2019-10-15	Disclaimer
Accountancy firm name	2019-10-15	JOHANSON & YAU ACCOUNTANCY CORP.
Accountancy firm EIN	2019-10-15	942702860
2018 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$842,995
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,612,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,603,119
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,532,413
Value of total assets at end of year	2018-12-31	$17,247,148
Value of total assets at beginning of year	2018-12-31	$18,016,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,250
Total interest from all sources	2018-12-31	$134,744
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$786,587
Participant contributions at end of year	2018-12-31	$348,312
Participant contributions at beginning of year	2018-12-31	$317,046
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$228
Other income not declared elsewhere	2018-12-31	$-1,135
Administrative expenses (other) incurred	2018-12-31	$3,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-769,164
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,247,148
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,016,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,522,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,638,364
Interest on participant loans	2018-12-31	$13,243
Interest earned on other investments	2018-12-31	$121,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,376,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,060,902
Net investment gain/loss from pooled separate accounts	2018-12-31	$-823,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$745,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,603,119
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JOHANSON & YAU ACCOUNTANCY CORP.
Accountancy firm EIN	2018-12-31	942702860
2017 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,051,124
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,256,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,252,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,628,151
Value of total assets at end of year	2017-12-31	$18,016,312
Value of total assets at beginning of year	2017-12-31	$15,222,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,550
Total interest from all sources	2017-12-31	$126,051
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$816,981
Participant contributions at end of year	2017-12-31	$317,046
Participant contributions at beginning of year	2017-12-31	$264,394
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,037
Other income not declared elsewhere	2017-12-31	$655
Administrative expenses (other) incurred	2017-12-31	$4,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,794,277
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,016,312
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,222,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,638,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,342,426
Interest on participant loans	2017-12-31	$12,226
Interest earned on other investments	2017-12-31	$113,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,060,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,615,215
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,296,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$800,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,252,297
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JOHANSON & YAU ACCOUNTANCY CORP.
Accountancy firm EIN	2017-12-31	942702860
2016 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,771,712
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,498,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,482,907
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,693,162
Value of total assets at end of year	2016-12-31	$15,222,035
Value of total assets at beginning of year	2016-12-31	$13,948,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,100
Total interest from all sources	2016-12-31	$114,472
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$713,138
Participant contributions at end of year	2016-12-31	$264,394
Participant contributions at beginning of year	2016-12-31	$296,348
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$192,905
Other income not declared elsewhere	2016-12-31	$1,915
Administrative expenses (other) incurred	2016-12-31	$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,273,709
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,222,035
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,948,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,342,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,047,748
Interest on participant loans	2016-12-31	$9,898
Interest earned on other investments	2016-12-31	$104,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,615,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,604,230
Net investment gain/loss from pooled separate accounts	2016-12-31	$962,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$787,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,482,907
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2016-12-31	208298840
2015 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,431,157
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$254,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$252,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,405,468
Value of total assets at end of year	2015-12-31	$13,948,326
Value of total assets at beginning of year	2015-12-31	$12,771,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,750
Total interest from all sources	2015-12-31	$102,932
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$678,668
Participant contributions at end of year	2015-12-31	$296,348
Participant contributions at beginning of year	2015-12-31	$322,467
Other income not declared elsewhere	2015-12-31	$21
Administrative expenses (other) incurred	2015-12-31	$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,177,033
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,948,326
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,771,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,047,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,671,648
Interest on participant loans	2015-12-31	$10,895
Interest earned on other investments	2015-12-31	$92,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,604,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,777,178
Net investment gain/loss from pooled separate accounts	2015-12-31	$-77,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$726,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$252,374
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2015-12-31	208298840
2014 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,047,657
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$966,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$964,378
Value of total corrective distributions	2014-12-31	$348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,300,001
Value of total assets at end of year	2014-12-31	$12,771,293
Value of total assets at beginning of year	2014-12-31	$11,690,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,150
Total interest from all sources	2014-12-31	$100,406
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$539,800
Participant contributions at end of year	2014-12-31	$322,467
Participant contributions at beginning of year	2014-12-31	$404,342
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$15,713
Other income not declared elsewhere	2014-12-31	$510
Administrative expenses (other) incurred	2014-12-31	$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,080,781
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,771,293
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,690,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,671,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,931,414
Interest on participant loans	2014-12-31	$14,820
Interest earned on other investments	2014-12-31	$85,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,777,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,354,756
Net investment gain/loss from pooled separate accounts	2014-12-31	$646,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$744,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$964,378
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2014-12-31	208298840
2013 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,990,389
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$470,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$468,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,094,397
Value of total assets at end of year	2013-12-31	$11,690,512
Value of total assets at beginning of year	2013-12-31	$9,170,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,750
Total interest from all sources	2013-12-31	$79,474
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$451,399
Participant contributions at end of year	2013-12-31	$404,342
Participant contributions at beginning of year	2013-12-31	$303,918
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$76,870
Administrative expenses (other) incurred	2013-12-31	$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,520,049
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,690,512
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,170,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,931,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,742,543
Interest on participant loans	2013-12-31	$13,426
Interest earned on other investments	2013-12-31	$66,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,354,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,124,002
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,816,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$566,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$468,590
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2013-12-31	208298840
2012 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,078,410
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$752,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$751,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,060,541
Value of total assets at end of year	2012-12-31	$9,170,463
Value of total assets at beginning of year	2012-12-31	$7,844,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,225
Total interest from all sources	2012-12-31	$75,602
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,511
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$438,602
Participant contributions at end of year	2012-12-31	$303,918
Participant contributions at beginning of year	2012-12-31	$276,656
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$27,582
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$75,915
Other income not declared elsewhere	2012-12-31	$394
Administrative expenses (other) incurred	2012-12-31	$1,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,325,519
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,170,463
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,844,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,742,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,720,717
Interest on participant loans	2012-12-31	$11,851
Interest earned on other investments	2012-12-31	$63,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,124,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,819,989
Net investment gain/loss from pooled separate accounts	2012-12-31	$939,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$546,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$751,666
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2012-12-31	208298840
2011 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$836,074
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$210,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$209,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$910,098
Value of total assets at end of year	2011-12-31	$7,844,944
Value of total assets at beginning of year	2011-12-31	$7,219,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,200
Total interest from all sources	2011-12-31	$63,182
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$414,079
Participant contributions at end of year	2011-12-31	$276,656
Participant contributions at beginning of year	2011-12-31	$262,445
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$27,582
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$40,826
Other income not declared elsewhere	2011-12-31	$-13,236
Administrative expenses (other) incurred	2011-12-31	$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$625,079
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,844,944
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,219,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,720,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,406,217
Interest on participant loans	2011-12-31	$12,343
Interest earned on other investments	2011-12-31	$50,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,819,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,510,377
Net investment gain/loss from pooled separate accounts	2011-12-31	$-123,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$496,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$209,795
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2011-12-31	208298840
2010 : SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,560,943
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$135,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$111,356
Expenses. Certain deemed distributions of participant loans	2010-12-31	$23,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$853,307
Value of total assets at end of year	2010-12-31	$7,219,865
Value of total assets at beginning of year	2010-12-31	$5,794,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$675
Total interest from all sources	2010-12-31	$56,887
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$389,021
Participant contributions at end of year	2010-12-31	$262,445
Participant contributions at beginning of year	2010-12-31	$337,788
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$40,826
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$64,786
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$9,254
Other income not declared elsewhere	2010-12-31	$-18,737
Administrative expenses (other) incurred	2010-12-31	$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,425,442
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,219,865
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,794,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,406,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,274,594
Interest on participant loans	2010-12-31	$15,024
Interest earned on other investments	2010-12-31	$41,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,510,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,117,255
Net investment gain/loss from pooled separate accounts	2010-12-31	$669,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$455,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$111,356
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DAVID J. CORMIA, CPA
Accountancy firm EIN	2010-12-31	208298840

Form 5500 Responses for SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

2019: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHX307

Policy instance

Insurance contract or identification number	PHX307
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-10-15
Total amount of commissions paid to insurance broker	USD $46,538
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46,538
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHX307

Policy instance

Insurance contract or identification number	PHX307
Number of Individuals Covered	184
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $55,199
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55,199
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHX307

Policy instance

Insurance contract or identification number	PHX307
Number of Individuals Covered	178
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $48,913
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $48,913
Insurance broker organization code?	3
Insurance broker name	MML INSURANCE AGENCY, LLC

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Company Name:	SAN FRANCISCO FEDERAL CREDIT UNION
Employer identification number (EIN):	941291034
NAIC Classification:	522130
NAIC Description:	Credit Unions