SRI International Basic Retirement Plan 401(k) Plan

SRI International Basic Retirement Plan is a California 401(k) Plan located in Menlo Park, California. It was founded on Friday, January 01, 1960.


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 18.53M 18.48M 178.29M
Employer Contributions 14.21M 14.93M 14.04M
Other Contributions (incl. Rollovers) 1.37M 618.00K 585.00K
Plan Asset Transfers (in) - - 160.90M
Participant Contributions 2.95M 2.93M 2.77M
Outflows 75.35M 29.04M 36.97M
Distributions to Insurance Carriers 2.59M 2.45M 3.16M
Plan Asset Transfers (out) - - 204.00K
Direct Participant Distributions (incl. Rollovers) 72.77M 26.59M 33.60M
Net Capital Flow -56.83M -10.56M 141.32M
12-13 12-12 12-11
Assets 690.51M 650.32M 601.60M
Other Investments 8.09M - -
Participant Contribution Receivables 59.00K - -
Pooled Separate Account Interests 3.16M 2.14M 1.48M
Registered Investment Company Interests 481.64M 435.42M 385.64M
Participant Loans 420.00K 457.00K 593.00K
Common/Collective Trust Interests - 21.26M 22.72M
Insurance Company General Account Interests 197.15M 191.04M 191.17M
Liabilities 0 0 0
Net Assets 690.51M 650.32M 601.60M
12-13 12-12 12-11
Income 97.06M 59.28M -1.62M
Net Gain (Loss) from Registered Investment Companies 79.85M 20.72M -10.31M
Net Gain (Loss) from Common/Collective Trusts - 510.00K 478.00K
Unrealized Appreciation (Depreciation) - 23.57M 998.00K
Dividends 8.67M 6.44M 5.17M
Net Gain (Loss) from Pooled Separate Accounts 240.00K 175.00K 163.00K
Other Income -122.00K 72.00K -
Interest 8.42M 7.79M 1.88M
Expenses 38.00K 7.00K 24.00K
Investment Management Fees - 7.00K 24.00K
Other Administrative Fees 38.00K - -
Net Income 97.02M 59.28M -1.64M
12-13 12-12 12-11
Participants 5772 6380 6296
Inception Date
1960-01-01
Jurisdiction
California
Latest Filing
2013-12-31
Plan Number
001
EIN
941160950