Original filing (PDF)20250605113110NAL0020113600001

SAN FRANCISCO ARTS EDUCATION PROJECT

Name: SAN FRANCISCO ARTS EDUCATION PROJECT — SAN FRANCISCO ARTS EDUCATION PROJECT 403(B) PLAN, Form 5500 (2024)
Creator: SAN FRANCISCO ARTS EDUCATION PROJECT

Form 5500-SF

FILING_RECEIVED

SAN FRANCISCO ARTS EDUCATION PROJECT 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

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 SAN FRANCISCO ARTS EDUCATION PROJECT.

Plan sponsor

Name

SAN FRANCISCO ARTS EDUCATION PROJECT

EIN

23-7092484

Address

135 VAN NESS AVENUE · SAN FRANCISCO, CA · 94102

Phone

(415) 551-7990

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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