SRI International Basic Retirement Plan | Defined Contribution Plan

SRI International Basic Retirement Plan is a Defined Contribution Plan located in Menlo Park, California and was founded on Friday, January 01, 1960.

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

Sponsors

SRI International Sponsorship

Inception Date
1960-01-01
EIN
941160950
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
Other Income 65840 47709 7721 39955 98494
Unrealized Appreciation (Depreciation) - - 997 23572 -
Interest - - 1880 7790 8419
Realized Gains (Losses) - - - - -
Expenses 21978 24511 36786 29044 75391
Other Administrative Fees 2 4 - - 37
Net Income 43862 23197 -21017 48715 40195
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