SRI International Basic Retirement Plan | Defined Contribution Plan

SRI International Basic Retirement Plan is a Defined Contribution Plan located in Menlo Park, California. It 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
Sponsor Signatory
Jean Tooker
Administrator Signatory
Byron Rovegno
12-13 12-12 12-11
Inflows 18528 18478 178287
Employer Contributions 14212 14927 14039
Other Contributions (incl. Rollovers) 1366 618 585
Plan Asset Transfers (in) - - 160899
Participant Contributions 2951 2933 2765
Outflows 75354 29038 36968
Distributions to Insurance Carriers 2590 2450 3162
Plan Asset Transfers (out) - - 204
Direct Participant Distributions (incl. Rollovers) 72765 26588 33603
Net Capital Flow -56826 -10560 141319
12-13 12-12 12-11
Assets 690511 650316 601600
Other Investments 8089 - -
Participant Contribution Receivables 59 - -
Pooled Separate Account Interests 3158 2140 1475
Registered Investment Company Interests 481638 435417 385643
Participant Loans 420 457 593
Common/Collective Trust Interests - 21260 22722
Insurance Company General Account Interests 197150 191044 191168
Liabilities 0 0 0
Net Assets 690511 650316 601600
12-13 12-12 12-11
Income 97059 59283 -1618
Net Gain (Loss) from Registered Investment Companies 79851 20723 -10306
Net Gain (Loss) from Common/Collective Trusts - 510 478
Unrealized Appreciation (Depreciation) - 23573 998
Dividends 8673 6441 5170
Net Gain (Loss) from Pooled Separate Accounts 240 175 163
Other Income -122 72 -
Interest 8420 7791 1881
Expenses 38 7 24
Investment Management Fees - 7 24
Other Administrative Fees 38 - -
Net Income 97021 59276 -1642
12-13 12-12 12-11
Participants 5772 6380 6296
Inception Date
1960-01-01
EIN
941160950