Original filing (PDF)20240529112849NAL0024007874001

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Name: UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. — UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Form 5500-SF

FILING_RECEIVED

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC..

Plan sponsor

Name

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

EIN

20-1232287

Address

11675 NEW AVENUE · GILROY, CA · 95020

Phone

(415) 563-3000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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