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SAN FRANCISCO PARKS ALLIANCE — SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015142905NAL0058131954001
SAN FRANCISCO PARKS ALLIANCE
Form 5500-SF
FILING_RECEIVED
SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
76
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAN FRANCISCO PARKS ALLIANCE
.
Find decision makers
Plan sponsor
Name
SAN FRANCISCO PARKS ALLIANCE
EIN
23-7131784
Address
166 GEARY ST STE 1500 #2362 · SAN FRANCISCO, CA · 94108
Phone
(415) 707-1520
Industry
Arts, Entertainment, Recreation
see 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
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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