401k Plan data: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN plan

CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CANCER PREVENTION INSTITUTE OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name: CANCER PREVENTION INSTITUTE OF CALIFORNIA

Employer identification number (EIN): 237427232

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CANCER PREVENTION INSTITUTE OF CALIFORNIA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0725634

More information about CANCER PREVENTION INSTITUTE OF CALIFORNIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 KURT EGGIMANN
002 2009-01-01 DEBI COOPER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	KURT EGGIMANN
002	2009-01-01	DEBI COOPER

Plan Statistics for CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2011: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
2009: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 250
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 255
Total participants 2009-01-01 255
Number of participants with account balances 2009-01-01 207

Measure	Date	Value
2011: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
2009: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	250
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	255
Total participants	2009-01-01	255
Number of participants with account balances	2009-01-01	207

Financial Data on CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2011 : CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets from this plan	2011-12-31	$8,601,854
Total of all expenses incurred	2011-12-31	$382
Value of total assets at beginning of year	2011-12-31	$8,602,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at beginning of year	2011-12-31	$29,235
Administrative expenses (other) incurred	2011-12-31	$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-382
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,602,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,848,384
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$23,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,701,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOOD & STRONG, LLP
Accountancy firm EIN	2011-12-31	941254756
2010 : CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,416,541
Total of all expenses incurred	2010-12-31	$244,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$244,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$642,940
Value of total assets at end of year	2010-12-31	$8,602,236
Value of total assets at beginning of year	2010-12-31	$7,431,516
Total interest from all sources	2010-12-31	$4,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$642,940
Participant contributions at end of year	2010-12-31	$29,235
Participant contributions at beginning of year	2010-12-31	$28,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,172,144
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,602,236
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,431,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,848,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,916,064
Value of interest in pooled separate accounts at end of year	2010-12-31	$23,058
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$11,497
Interest earned on other investments	2010-12-31	$4,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,701,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,475,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$766,733
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$244,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOOD & STRONG, LLP
Accountancy firm EIN	2010-12-31	941254756

Form 5500 Responses for CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN

2011: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CANCER PREVENTION INSTITUTE OF CALIFORNIA TDA TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CANCER PREVENTION INSTITUTE OF CALIFORNIA
Employer identification number (EIN):	237427232
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0725634