SRI International Basic Retirement Plan | Defined Contribution Plan

SRI International Basic Retirement Plan is a Defined Contribution Plan located in Menlo Park, California.

SRI International Basic Retirement Plan
333 Ravenswood Avenue
Menlo Park, California, 94025
United States
Phone: (650) 859-4074
Signatory
Byron Rovegno
(650) 859-4074
Signatory
Jean E. Tooker
(650) 859-4074

Sponsors and Sponsorships

SRI International Sponsorship

EIN
941160950
Participants
5772
Portfolio 2009-12-31 2010-12-31 2011-12-31 2012-12-31 2013-12-31
Assets 438747 461921 601599 650315 690510
Participant Contribution Receivables - - - - 58
Pooled Separate Account Interests 768 1155 1474 2139 3157
Registered Investment Company Interests 246257 268919 385642 435416 481637
Participant Loans - - 592 456 419
Common/Collective Trust Interests - - 22721 21259 -
Insurance Company General Account Interests 191721 191846 191167 191043 197149
Liabilities None None None None None
Net Assets 438747 461921 601599 650315 690510
Capital Flow 2009-12-31 2010-12-31 2011-12-31 2012-12-31 2013-12-31
Inflows 9738 10344 17387 18477 18527
Employer Contributions 9724 10344 14038 14926 14211
Participant Contributions - - 2764 2932 2950
Other Contributions (incl. Rollovers) 13 - 584 617 1365
Outflows 21975 24506 36763 29037 75353
Distributions to Insurance Carriers 3195 3191 3161 2449 2589
Direct Participant Distributions (incl. Rollovers) 18779 21315 33602 26587 72764
Net Capital Flow -12237 -14162 -19376 -10560 -56826
Cash Flow 2009-12-31 2010-12-31 2011-12-31 2012-12-31 2013-12-31
Income 65840 47709 15769 77760 115586
Dividends - - 5169 6440 8672
Unrealized Appreciation (Depreciation) - - 997 23572 -
Interest - - 1880 7790 8419
Expenses 21978 24511 36786 29044 75391
Other Administrative Fees 2 4 - - 37
Net Income 43862 23197 -21017 48715 40195