SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 401k Plan overview

SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	SAN FRANCISCO SURGICAL
Employer identification number (EIN):	941563387
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	MICHELLE LI	2015-04-02
003	2013-01-01	MICHELLE LI	2014-10-09
003	2012-01-01	MICHELLE LI	2013-10-15
003	2011-01-01	ALAN D. KRUEGER	2012-10-15
003	2010-01-01	MICHELLE LI	2011-10-13	MICHELLE LI	2011-10-13

Plan Statistics for SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN

Measure	Date	Value
2022: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,397,089
Acturial value of plan assets	2022-12-31	3,397,089
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	11
Fundng target for terminated vested participants	2022-12-31	80,699
Active participant vested funding target	2022-12-31	2,854,413
Number of active participants	2022-12-31	16
Total funding liabilities for active participants	2022-12-31	2,854,413
Total participant count	2022-12-31	27
Total funding target for all participants	2022-12-31	2,935,112
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	497,667
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	497,667
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	613,225
Total employer contributions	2022-12-31	0
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	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	139,834
Net shortfall amortization installment of oustanding balance	2022-12-31	182,890
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	156,735
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	156,735
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,486,505
Acturial value of plan assets	2021-12-31	4,486,505
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	10
Fundng target for terminated vested participants	2021-12-31	78,619
Active participant vested funding target	2021-12-31	2,585,830
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	2,585,830
Total participant count	2021-12-31	26
Total funding target for all participants	2021-12-31	2,664,449
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	414,757
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	414,757
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	497,667
Total employer contributions	2021-12-31	0
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	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	197,691
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,675,257
Acturial value of plan assets	2020-12-31	4,675,257
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	122,208
Active participant vested funding target	2020-12-31	3,751,853
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	3,751,853
Total participant count	2020-12-31	30
Total funding target for all participants	2020-12-31	3,874,061
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	592,785
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	254,870
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	337,915
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	414,757
Total employer contributions	2020-12-31	0
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	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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,938,508
Acturial value of plan assets	2019-12-31	3,938,508
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	16
Fundng target for terminated vested participants	2019-12-31	94,195
Active participant vested funding target	2019-12-31	3,285,448
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	3,285,448
Total participant count	2019-12-31	33
Total funding target for all participants	2019-12-31	3,379,643
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	713,729
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	106,430
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	607,299
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	592,785
Total employer contributions	2019-12-31	0
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	0
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	245,629
Net shortfall amortization installment of oustanding balance	2019-12-31	65,338
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	268,378
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	268,378
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,437,713
Acturial value of plan assets	2018-12-31	4,437,713
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	13
Fundng target for terminated vested participants	2018-12-31	70,615
Active participant vested funding target	2018-12-31	4,237,703
Number of active participants	2018-12-31	19
Total funding liabilities for active participants	2018-12-31	4,237,703
Total participant count	2018-12-31	32
Total funding target for all participants	2018-12-31	4,308,318
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	352,674
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	352,674
Present value of excess contributions	2018-12-31	295,211
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	295,211
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	295,211
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	713,729
Total employer contributions	2018-12-31	320,000
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	311,503
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	321,962
Net shortfall amortization installment of oustanding balance	2018-12-31	625,302
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	424,042
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	112,539
Additional cash requirement	2018-12-31	311,503
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	311,503
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,331,091
Acturial value of plan assets	2017-12-31	5,331,091
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,176,014
Number of terminated vested participants	2017-12-31	12
Fundng target for terminated vested participants	2017-12-31	1,022,300
Active participant vested funding target	2017-12-31	2,459,309
Number of active participants	2017-12-31	18
Total funding liabilities for active participants	2017-12-31	2,459,309
Total participant count	2017-12-31	32
Total funding target for all participants	2017-12-31	4,657,623
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	375,373
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	42,285
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	333,088
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	352,674
Total employer contributions	2017-12-31	396,000
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	385,290
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	389,466
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	90,079
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	90,079
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	385,290
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SAN FRANCISCO SURGICAL ASSOCIATES CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,224,927
Acturial value of plan assets	2016-12-31	4,224,927
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	46,185
Active participant vested funding target	2016-12-31	3,990,297
Number of active participants	2016-12-31	22
Total funding liabilities for active participants	2016-12-31	3,991,019
Total participant count	2016-12-31	30
Total funding target for all participants	2016-12-31	4,037,204
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	409,142
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	37,301
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	371,841
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	375,373
Total employer contributions	2016-12-31	396,000
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	378,640
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	384,121
Net shortfall amortization installment of oustanding balance	2016-12-31	211,223
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	423,580
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	44,940
Additional cash requirement	2016-12-31	378,640
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	378,640
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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• SAN FRANCISCO DANCEWEAR PROFIT SHARING PLAN [EIN = 942357262]
• SAN FRANCISCO AESTHETICS & LASER CASH BALANCE PLAN [EIN = 432075969]
• SAN FRANCISCO SPICE COMPANY [EIN = 942236439]
• SAN FRANCISCO PHYSICIANS FOR WOMEN, INC. PROFIT SHARING 401K PLAN [EIN = 942383875]
• SAN FRANCISCO MINI STORAGE DEFINED BENEFIT PENSION PLAN [EIN = 942920088]
• SAN FRANCISCO CHAMBER OF COMMERCE 401K PROFIT SHARING PLAN [EIN = 940834950]
• SAN FRANCISCO GOLD BUYER 401(K) & PROFIT SHARING PLAN [EIN = 263852313]
• SAN FRANCISCO CRITICAL CARE MEDICAL GROUP INC 401(K) PLAN & TRUST [EIN = 912071475]
• SAN FRANCISCO BAY BRAND, INC. 401(K) PLAN [EIN = 942581706]
• SAN FRANCISCO VILLAGE 401 K PROFIT SHARING PLAN TRUST [EIN = 261300020]
• SAN FRANCISCO BOAT WORKS 401(K) PROFIT SHARING PLAN [EIN = 943025931]
• SAN FRANCISCO CHILD ABUSE PREVENTION CENTER 403(B) PLAN [EIN = 942455072]
• SAN FRANCISCO WOMEN'S HEALTHCARE, INC. 401(K) PLAN [EIN = 208550448]
• SAN FRANCISCO POLICE OFFICERS ASSOCIATION 401(K) PLAN [EIN = 941558464]
• SAN FRANCISCO BAY AREA EDUCATORS CREDIT UNION 401(K) PLAN AND TRUST [EIN = 941521282]
• SAN FRANCISCO GOLD BUYER CASH BALANCE PLAN [EIN = 263852313]
• SAN FRANCISCO DERMATOLOGY, INC. 401K PROFIT SHARING PLAN [EIN = 510655156]
• SAN FRANCISCO MUNICIPAL RAILWAY EMPLOYEES FEDERAL CREDIT UNION BASIC 401(K) PLAN AND TRUST [EIN = 941318043]
• SAN FRANCISCO PERINATAL ASSOCIATES, INC. 401(K) PLAN [EIN = 203799374]
• SAN FRANCISCO GRAVEL CO., INC. PROFIT SHARING PLAN [EIN = 942473627]
• SAN FRANCISCO PRETRIAL DIVERSION PROJECT INC. 403B PLAN [EIN = 942333038]
• SAN FRANCISCO WINE EXCHANGE RETIREMENT PLAN [EIN = 942378579]
• SAN FRANCISCO JAZZ ORGANIZATION 401(K) PROFIT SHARING PLAN [EIN = 942990335]
• SAN FRANCISCO DIGESTIVE DISEASE MEDICAL GROUP PROFIT SHARING PLAN AND TRUST [EIN = 942523065]
• SAN FRANCISCO TESTING ACADEMY, INC. 401(K) PLAN & TRUST [EIN = 202565020]
• SAN FRANCISCO JEWISH FILM FESTIVAL RETIREMENT PLAN [EIN = 942854068]
• SAN FRANCISCO OPERA GUILD 401 K PROFIT SHARING PLAN TRUST [EIN = 941189846]
• SAN FRANCISCO BAY AREA AGENCY, INC RETIREMENT SAVINGS PLAN [EIN = 454002533]
• SAN FRANCISCO APARTMENT ASSOCIATES 401(K) PLAN [EIN = 940287590]
• SAN FRANCISCO WINDOW & DOOR CO., INC. 401(K) & PROFIT SHARING PLAN [EIN = 943039427]
• SAN FRANCISCO EQUINE DEFINED BENEFIT PLAN [EIN = 752997534]
• SAN FRANCISCO JEWISH COMMUNITY PUBLICATIONS, INC. 401(K) PLAN [EIN = 941089387]
• SAN FRANCISCO JEWISH FILM FESTIVAL 403(B) PLAN [EIN = 942854068]
• SAN FRANCISCO IN HOME SUPPORTI 401 K PROFIT SHARING PLAN TRUST [EIN = 680376444]
• SAN FRANCISCO EQUITY PARTNERS MANAGEMENT LLC 401(K) PLAN [EIN = 202422510]
• SAN FRANCISCO TRAVEL ASSOCIATION MONEY PURCHASE PLAN [EIN = 940835150]
• SAN FRANCISCO GIRLS CHORUS 403(B) PLAN [EIN = 942711726]
• SAN FRANCISCO ELECTRICAL CONTRACTORS ASSOCIATION, INC. RETIREMENT PLAN [EIN = 940835260]
• SAN FRANCISCO MARKET CORPORATION RETIREMENT PLAN [EIN = 454849844]
• SAN FRANCISCO OFFICE LOFTS, INC. PROFIT SHARING PLAN [EIN = 943381652]
• SAN FRANCISCO GASTROENTEROLOGY 401(K) SAFE HARBOR PROFIT SHARING PLAN [EIN = 262476296]
• SAN FRANCISCO CIRCUITS, INC. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 203570189]
• SAN FRANCISCO HONDA (UNION #3) RETIREMENT PLAN [EIN = 940330035]
• SAN FRANCISCO UROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN [EIN = 942765206]
• SAN FRANCISCO REGION PROPERTIES INC DBA THUNDERHILL PARK 401(K) PROFIT SHARING PLAN [EIN = 680210736]
• SAN FRANCISCO BAR PILOTS' RETIREMENT PLAN [EIN = 940834740]
• SAN FRANCISCO EMERGENCY MEDICAL ASSOCIATES, INC. 401(K) PLAN [EIN = 943278555]
• SAN FRANCISCO PLATINUM ADVISORS LLC 401K PLAN & TRUST [EIN = 271459362]
• SAN FRANCISCO PAINTSOURCE INC CASH BALANCE PLAN [EIN = 464266151]
• SAN FRANCISCO INSURANCE CENTER, INC. 401(K) PROFIT SHARING PLAN [EIN = 942522715]
• SAN FRANCISCO PRODUCE ASSOCIATION RETIREMENT PLAN [EIN = 940981130]
• SAN FRANCISCO BOX OFFICE, INC. 401(K) PLAN [EIN = 262368962]
• SAN FRANCISCO BAR PILOTS MARINE EMPLOYEES' RETIREMENT SAVINGS PLAN [EIN = 940834740]
• SAN FRANCISCO NORTH PETALUMA CAMPGROUNDS, INC. RETIREMENT PLAN [EIN = 942703286]
• SAN FRANCISCO TOYOTA NADART SALARY DEFERRAL 401(K) PLAN [EIN = 942177886]
• SAN FRANCISCO PAINTSOURCE, INC. 401K PLAN [EIN = 464266151]
• SAN FRANCISCO PACIFIC LOAN CO INC.- CHARTER 401(K) [EIN = 942937654]
• SAN FRANCISCO DENTAL CARE RETIREMENT PLAN [EIN = 472455645]
• SAN FRANCISCO GOLF CLUB 401K PROFIT SHARING PLAN [EIN = 940835710]
• SAN FRANCISCO ASSOCIATION OF REALTORS 401(K) PROFIT SHARING PLAN [EIN = 940836420]
• SAN FRANCISCO JAPANESE SCHOOL RETIREMENT PLAN [EIN = 941717040]
• SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM 403(B) PLAN [EIN = 942897258]
• SAN FRANCISCO ESTUARY INSTITUTE 403(B) DC PLAN [EIN = 942951373]
• SAN FRANCISCO MERCANTILE COMPANY 401(K) PLAN [EIN = 942488250]
• SAN FRANCISCO AUTOWORKS 401 K PROFIT SHARING PLAN TRUST [EIN = 943128640]
• SAN FRANCISCO MINI STORAGE PROFIT SHARING PLAN [EIN = 942920088]
• SAN FRANCISCO ARCHITECTURAL HERITAGE PLAN #387233 [EIN = 237135037]
• SAN FRANCISCO ZOOLOGICAL SOCIETY PENSION PLAN [EIN = 941429538]
• SAN FRANCISCO MUSEUM HISTORI 401 K PROFIT SHARING PLAN TRUST [EIN = 680104888]
• SAN FRANCISCO COMMERCIAL BUILDERS 401(K) PLAN & TRUST [EIN = 943406928]
• SAN FRANCISCO SPECIALTY FOOD [EIN = 272621763]
• SAN FRANCISCO LODGE 3BPOE 401 K PROFIT SHARING PLAN TRUST [EIN = 940836046]
• SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 943397589]
• SAN FRANCISCO GIANTS SENIOR SECURITY GUARD EMPLOYEES 401(K) PLAN [EIN = 943169394]
• SAN FRANCISCO WALDORF SCHOOL 403 (B) DC PLAN #367767 [EIN = 942538587]
• SAN FRANCISCO BAY AREA AGENCY, LLC RETIREMENT SAVINGS PLAN [EIN = 020545721]
• SAN FRANCISCO TELEVISION STATION KBCW INC. RETIREMENT PLAN FOR TELEVISION TECHNICIANS [EIN = 541405416]
• SAN FRANCISCO HOLIDAY LIGHTING 401 K PROFIT SHARING PLAN TRUST [EIN = 473075562]
• SAN FRANCISCO PYCHOANALYTIC IN 401 K PROFIT SHARING PLAN TRUST [EIN = 941546088]
• SAN FRANCISCO HOUSING DEVELOPM 401 K PROFIT SHARING PLAN TRUST [EIN = 943090854]
• SAN FRANCISCO TRAVEL ASSOCIATION EMPLOYEE 401(K) PLAN [EIN = 940835150]
• SAN FRANCISCO TOYOTA UNION 401(K) PLAN [EIN = 942177886]
• SAN FRANCISCO EAR, NOSE & THROAT MEDICAL GROUP, INC. PROFIT SHARING PLAN [EIN = 223942968]
• SAN FRANCISCO UROLOGY MEDICAL GROUP, INC. 401(K) PLAN [EIN = 942765206]
• SAN FRANCISCO HERB & NATURAL FOOD CO. PROFIT SHARING PLAN [EIN = 942516172]
• SAN FRANCISCO NORTH PETALUMA CAMPGROUNDS INC. CASH BALANCE PLAN [EIN = 942703286]
• SAN FRANCISCO INTERIORS, INC. RETIREMENT PLAN [EIN = 943412543]
• SAN FRANCISCO VETERINARY MEDIC 401 K PROFIT SHARING PLAN TRUST [EIN = 453328884]
• SAN FRANCISCO AESTHETICS & LASER 401(K) PLAN [EIN = 432075969]
• SAN FRANCISCO SURGERY CENTER, LP 401(K) PLAN [EIN = 870689493]
• SAN FRANCISCO DESIGN AND CONST 401 K PROFIT SHARING PLAN TRUST [EIN = 814353127]
• SAN FRANCISCO VETERINARY SPECIALISTS, INC. WELFARE BENEFIT PLAN [EIN = 943382186]
• SAN FRANCISCO INTERNAL MEDICINE RETIREMENT PLAN [EIN = 943132886]
• SAN FRANCISCO BEAUTIFUL [EIN = 946106011]
• SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. 401(K) PLAN [EIN = 941699560]
• SAN FRANCISCO FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN [EIN = 941291034]
• SAN FRANCISCO SPCA CONSOLIDATED WELFARE PLAN [EIN = 940836580]
• SAN FRANCISCO ARMY STREET 401(K) PROFIT SHARING PLAN & TRUST [EIN = 943025915]
• SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN [EIN = 946062674]
• SAN FRANCISCO ELECTRICAL INDUSTRY APPRENTICESHIP AND TRAINING TRUST [EIN = 946061905]
• SAN FRANCISCO OTOLARYNGOLOGY MEDICAL GROUP, INC. 401(K) PLAN [EIN = 942145709]
• SAN FRANCISCO BUILDERS EXCHANGE PROFIT SHARING PLAN [EIN = 940348040]
• SAN FRANCISCO AIDS FOUNDATION WELFARE BENEFITS PLAN [EIN = 942927405]
• SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN [EIN = 941156300]
• SAN FRANCISCO BASEBALL ASSOCIATES HEALTH AND WELFARE PLAN [EIN = 943169394]
• SAN FRANCISCO SHIPPING SERVICE, INC. 401(K) PLAN [EIN = 942504545]
• SAN FRANCISCO FIRE PROTECTION 401 K PROFIT SHARING PLAN TRUST [EIN = 912131773]
• SAN FRANCISCO PUBLIC HEALTH FOUNDATION 401K PLAN [EIN = 943117093]
• SAN FRANCISCO FIRE CREDIT UNION WELFARE BENEFITS PLAN [EIN = 941209440]
• SAN FRANCISCO NEUROLOGY AND SLEEP CENTER RETIREMENT PLAN [EIN = 451813879]
• SAN FRANCISCO DENTAL CARE CASH BALANCE PLAN [EIN = 472455645]
• SAN FRANCISCO ZEN CENTER HEALTH & WELFARE PLAN [EIN = 943143976]
• SAN FRANCISCO SCHOOLHOUSE RETIREMENT PLAN [EIN = 454286031]
• SAN FRANCISCO ART INSTITUTE GROUP BENEFIT PLAN [EIN = 941196211]
• SAN FRANCISCO BRICKLAYERS LOCAL NO. 7 DEFINED CONTRIBUTION PLAN [EIN = 946281960]
• SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES WELFARE FUND [EIN = 941645611]
• SAN FRANCISCO SYMPHONY RETIREMENT PLAN [EIN = 941156284]
• SAN FRANCISCO ASSOCIATES, INC. 401(K) PLAN [EIN = 943016533]
• SAN FRANCISCO ORTHOPAEDIC SURGEONS MEDICAL GROUP, INC. PROFIT SHARING PLAN [EIN = 941699560]
• SAN FRANCISCO ASSOCIATES, INC. 401(K) PLAN [EIN = 300712216]
• SAN FRANCISCO CONSERVATORY OF MUSIC HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 941156610]
• SAN FRANCISCO CONSERVATORY OF MUSIC HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 911156610]
• SAN FRANCISCO MEDICAL OPTION PLAN [EIN = 580218548]
• SAN FRANCISCO CONSERVATORY OF MUSIC DC RETIREMENT PLAN [EIN = 941156610]
• SAN FRANCISCO 49ERS HEALTH AND WELFARE PLAN [EIN = 342412031]
• SAN FRANCISCO CARTS AND CONCES 401(K) PROFIT SHARING PLAN & TRUST [EIN = 943340238]
• SAN FRANCISCO FOODS LLC 401(K) PLAN [EIN = 943352288]
• SAN FRANCISCO TOYOTA UNION 2 PLAN [EIN = 942177886]
• SAN FRANCISCO WOMEN'S CENTERS, INC. 403(B) PLAN [EIN = 941730620]
• SAN FRANCISCO VETERINARY SPECIALISTS, INC. 401K PLAN [EIN = 943382186]
• SAN FRANCISCO BAY MORTGAGE, CO., INC. 401K PROFIT SHARING PLAN [EIN = 562391399]
• SAN FRANCISCO LITHOTRIPSY GROU 401 K PROFIT SHARING PLAN TRUST [EIN = 911891226]
• SAN FRANCISCO HEALTH PLAN HEALTH & WELFARE BENEFITS PLAN [EIN = 943226498]
• SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN TIAA-CREF [EIN = 941156300]
• SAN FRANCISCO AIDS FOUNDATION 403(B) PLAN [EIN = 942927504]
• SAN FRANCISCO MEDICAL SCIENCE, INC. RETIREMENT PLAN [EIN = 943261193]
• SAN FRANCISCO NEUROLOGY & SLEEP CENTER DEFINED BENEFIT PLAN [EIN = 451813879]
• SAN FRANCISCO BAY UNIVERSITY 401(K) PLAN [EIN = 942933165]
• SAN FRANCISCO CITIZENS INITIATIVE FOR TECHNOLOGY & INNOVATION 401(K) P [EIN = 454160150]
• SAN FRANCISCO DENTAL SOCIETY INC [EIN = 941104624]
• SAN FRANCISCO UNIFIED PHYSICIANS GROUP, INC. 401(K) PLAN [EIN = 824238954]
• SAN FRANCISCO GENERAL HOSPITAL FOUNDATION 403B PLAN [EIN = 943189424]
• SAN FRANCISCO DESIGN AND CONST 401 K PROFIT SHARING PLAN TRUST [EIN = 452212820]
• SAN FRANCISCO STRESS AND ANXIETY CENTER, A PSYCHOLOGICAL CORPORATION 4 [EIN = 814828062]
• SAN FRANCISCO COALITION OF ESSENTIAL SMALL SCHOOLS 401(K) PLAN [EIN = 562544544]
• SAN FRANCISCO 49ERS ACADEMY 401(K) PLAN [EIN = 943239876]
• SAN FRANCISCO BICYCLE COALITIO 401(K) PROFIT SHARING PLAN & TRUST [EIN = 943228199]
• SAN FRANCISCO DELUXE PRODUCTIO 401(K) PROFIT SHARING PLAN & TRUST [EIN = 943031997]
• SAN FRANCISCO GYNECOLOGY INC. CASH BALANCE PLAN [EIN = 205971476]
• SAN FRANCISCO CONSERVATION CORPS 401K PLAN [EIN = 942934014]
• SAN FRANCISCO ARTS EDUCATION PROJECT 403(B) PLAN [EIN = 237092484]
• SAN FRANCISCO DAY SCHOOL WELFARE BENEFIT PLAN [EIN = 942570257]
• SAN FRANCISCO OTOLARYNGOLOGY SUPPLEMENTAL PLAN [EIN = 942145709]
• SAN FRANCISCO PROSTHETIC ORTHOTICS INC 401K [EIN = 942937625]
• SAN FRANCISCO CONCRETE SCANNIN 401(K) PROFIT SHARING PLAN & TRUST [EIN = 465455223]
• SAN FRANCISCO UNIVERSITY HIGH SCHOOL WELFARE BENEFIT [EIN = 237313754]
• SAN FRANCISCO GIRLS' SCHOOL 401(K) PLAN [EIN = 823285421]
• SAN FRANCISCO FLOORING SPECIALISTS, INC. DBA HY-VAC 401(K) PLAN [EIN = 200478566]
• SAN FRANCISCO AIDS FOUNDATION CAFETERIA PLAN [EIN = 942927405]
• SAN FRANCISCO HOUSING ACTION COALITION 403(B) PLAN [EIN = 831881525]
• SAN FRANCISCO GREEN SPACES CASH BALANCE PLAN [EIN = 451647443]
• SAN FRANCISCO COFFEE ROASTING COMPANY GCF BENEFIT PLAN [EIN = 581996563]
• SAN FRANCISCO GREEN SPACES 401(K) PLAN [EIN = 451647443]
• SAN FRANCISCO ONCOLOGY ASSOCIATES CASH BALANCE PLAN [EIN = 943255519]
• SAN FRANCISCO COFFEE ROASTING 401(K) PROFIT SHARING PLAN & TRUST [EIN = 581996563]
• SAN FRANCISCO VEIN CENTER INC RETIREMENT TRUST [EIN = 352678111]
• SAN FRANCISCO CENTER FOR PSYCHOANALYSIS 403(B) PLAN [EIN = 941546088]
• SAN FRANCISCO MAIL BOXES 401(K) PLAN [EIN = 510431714]
• SAN FRANCISCO DESIGN BUILD 401(K) P/S PLAN [EIN = 471394620]
• SAN FRANCISCO NEUROPSYCHOLOGY PC 401K PLAN [EIN = 813680323]
• SAN FRANCISCO WALDORF SCHOOL 403(B) TDA PLAN [EIN = 942538587]
• SAN FRANCISCO ELITE ACADEMY 401(K) PLAN [EIN = 352523738]
• SAN FRANCISCO BIRTH CENTER 401(K) PLAN [EIN = 472496248]
• SAN FRANCISCO EAGLE BAR 401(K) PLAN [EIN = 461650372]
• SAN FRANCISCO BICYCLE RENTALS 401K PLAN [EIN = 454758333]
• SAN FRANCISCO EYE INSTITUTE 401(K) PLAN [EIN = 464117485]
• SAN FRANCISCO SUPPLY MASTER INC 401(K) PLAN [EIN = 943151876]
• SAN FRANCISCO ANIMAL MEDICAL CENTER 401(K) PLAN [EIN = 880895040]
• SAN FRANCISCO TOURISM IMPROVEMENT DISTRICT 401(K) PLAN [EIN = 264814856]
• SAN FRANCISCO CONSERVATION CORP 403(B) PLAN [EIN = 942934014]
• SAN FRANCISCO GIANT MINOR LEAGUE PLAYERS 401K PLAN [EIN = 943169394]
• SAN FRANCISCO WINE COMPETITION 401(K) PROFIT SHARING PLAN [EIN = 943288848]
• SAN FRANCISCO SCHOOL OF DIGITAL FILMMAKING 401(K) PLAN [EIN = 611581450]
• SAN FRANCISCO GROVE HOMEOWNERS ASSOCIATION 401(K) PLAN [EIN = 942612937]
• SAN FRANCISCO COMMUNITY LAND [EIN = 113700403]
• SAN FRANCISCO DEPUTY SHERIFFS ASSN INC [EIN = 942838370]
• SAN FRANCISCO BAY ADVENTURES [EIN = 320591915]
• SAN FRANCISCO WHALE TOURS LLC [EIN = 383804093]
• SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN [EIN = 941156610]
• SAN FRANCISCO CHAMBER OF COMMERCE 401(K) PROFIT SHARING PLAN [EIN = 940834950]
• SAN FRANCISCO ELECTRIC SUPPLY LLC 401(K) PLAN [EIN = 844022178]
• SAN FRANCISCO CASA 403(B) RETIREMENT PLAN [EIN = 943039028]
• SAN FRANCISCO BAY BRAND, INC. 401(K) PLAN [EIN = 921343777]
• SAN FRANCISCO SYMPHONY LONG TERM DISABILITY PLAN [EIN = 941156284]
• SAN FRANCISCO SYMPHONY GROUP VISION PLAN [EIN = 941156284]
• SAN FRANCISCO SYMPHONY TRAVEL ACCIDENT PLANS [EIN = 941156284]

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