Original filing (PDF)20230626131836NAL0003556241001

San Francisco Exchange Company

Name: San Francisco Exchange Company — San Francisco, Form 5500 (2022)
Creator: San Francisco Exchange Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Francisco Exchange Company Defined Benefit Pension Plan

Defined-benefit pension plan · San Francisco Exchange Company's San Francisco Exchange Company Defined Benefit Pension Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Karen Helms signed San Francisco Exchange Company's 2022 Form 5500 as plan administrator.

Karen Helms — 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

San Francisco Exchange Company's EIN is 93-1137224.

EIN 93-1137224

Plan number 003

Plan year 2022

ACK ID 20230626131836NAL0003556241001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for San Francisco Exchange Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

San Francisco Exchange Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN FRANCISCO EXCHANGE COMPANY.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off