How big is Sfbay Financial, Inc.'s plan?

Sfbay Financial, Inc.'s plan reported $1.4M in assets and 16 participants for 2025.

Original filing (PDF)20260523083400NAL0004124192001

Sfbay Financial, Inc.

Name: Sfbay Financial, Inc. — Sfbay Financial, Inc. 401(k), Form 5500 (2025)
Creator: Sfbay Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sfbay Financial, Inc. 401(k) Plan

401(k) retirement plan · Sfbay Financial, Inc.'s Sfbay Financial, Inc. 401(k) Plan held $1.4M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Scott Schambelan signed Sfbay Financial, Inc.'s 2025 Form 5500 as plan administrator.

Scott Schambelan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sfbay Financial, Inc.'s EIN is 82-5127650.

EIN 82-5127650

Plan number 001

Plan year 2025

ACK ID 20260523083400NAL0004124192001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sfbay Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sfbay Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SFBAY FINANCIAL, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score