Union Financial Partners, San Francisco

Form 5500

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

11675 New Avenue, Gilroy, Ca 95020 (415) 563-3000 EIN:20-1232287 Plan Admin:Ann Terranova

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$1,468,869 / $1,692,128	2023	UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN - Plan #002	1 / 1	$1,468,869 / $1,692,128
2022	Plan NameUNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$1,375,084 / $1,468,869	2022	UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN - Plan #002	1 / 1	$1,375,084 / $1,468,869
2021	Plan NameUNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$932,325 / $1,375,084	2021	UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN - Plan #002	1 / 1	$932,325 / $1,375,084
2020	Plan NameUNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$585,994 / $932,325	2020	UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN - Plan #002	1 / 1	$585,994 / $932,325
2019	Plan NameUNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 1 Assets BOY/EOY$292,503 / $585,994	2019	UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. CASH BALANCE PLAN - Plan #002	2 / 1	$292,503 / $585,994