401k Plan data: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE plan

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 401k Plan overview

Plan Name	TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE
Plan identification number	001

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

PLANETARY SCIENCE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: PLANETARY SCIENCE INSTITUTE

Employer identification number (EIN): 330175263

NAIC Classification: 541700

Additional information about PLANETARY SCIENCE INSTITUTE

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1986-05-08

Company Identification Number: C1531192

Legal Registered Office Address: 1132 Via Mirabel

Palos Verdes Estates
United States of America (USA)
90274

More information about PLANETARY SCIENCE INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-02-01
001 2016-02-01
001 2015-02-01 BRUCE BARNETT 2016-08-31
001 2014-02-01 BRUCE BARNETT 2015-08-31
001 2013-02-01 BRUCE BARNETT 2014-07-22
001 2012-02-01 BRUCE BARNETT 2013-08-30
001 2011-02-01 BRUCE BARNETT 2012-08-31
001 2010-02-01 BRUCE BARNETT 2011-08-31

Plan Statistics for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

401k plan membership statisitcs for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

Measure Date Value
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 146
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 165
Total participants 2022-01-01 165
Number of participants with account balances 2022-01-01 162
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 150
Total participants 2021-01-01 150
Number of participants with account balances 2021-01-01 146
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 126
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 139
Total participants 2020-01-01 139
Number of participants with account balances 2020-01-01 135
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
Number of retired or separated participants receiving benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 127
Total participants 2019-01-01 127
Number of participants with account balances 2019-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	146
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	165
Total participants	2022-01-01	165
Number of participants with account balances	2022-01-01	162
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	150
Total participants	2021-01-01	150
Number of participants with account balances	2021-01-01	146
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	126
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	139
Total participants	2020-01-01	139
Number of participants with account balances	2020-01-01	135
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
Number of retired or separated participants receiving benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	127
Total participants	2019-01-01	127
Number of participants with account balances	2019-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

Measure	Date	Value
2022 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,139,403
Total of all expenses incurred	2022-12-31	$114,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$114,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,773,888
Value of total assets at end of year	2022-12-31	$24,240,244
Value of total assets at beginning of year	2022-12-31	$26,493,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50
Total interest from all sources	2022-12-31	$152,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	No
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$562,275
Participant contributions at end of year	2022-12-31	$44,025
Participant contributions at beginning of year	2022-12-31	$24,656
Participant contributions at end of year	2022-12-31	$21,945
Participant contributions at beginning of year	2022-12-31	$20,605
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$21,208
Administrative expenses (other) incurred	2022-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,253,719
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,240,244
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,493,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,840,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,502,702
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,089,514
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,014,299
Interest on participant loans	2022-12-31	$1,774
Interest earned on other investments	2022-12-31	$150,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,198,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,889,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,150,133
Net investment gain/loss from pooled separate accounts	2022-12-31	$84,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,190,405
Employer contributions (assets) at end of year	2022-12-31	$46,067
Employer contributions (assets) at beginning of year	2022-12-31	$42,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$114,266
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	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN	2022-12-31	860750225
2021 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,574,570
Total of all expenses incurred	2021-12-31	$173,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$172,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,552,011
Value of total assets at end of year	2021-12-31	$26,493,963
Value of total assets at beginning of year	2021-12-31	$22,092,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25
Total interest from all sources	2021-12-31	$119,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$497,937
Participant contributions at end of year	2021-12-31	$24,656
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$20,605
Participant contributions at beginning of year	2021-12-31	$16,069
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,189
Administrative expenses (other) incurred	2021-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,401,561
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,493,963
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,092,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,502,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,801,945
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,014,299
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$752,561
Interest on participant loans	2021-12-31	$370
Interest earned on other investments	2021-12-31	$119,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,889,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,488,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,759,171
Net investment gain/loss from pooled separate accounts	2021-12-31	$143,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,049,885
Employer contributions (assets) at end of year	2021-12-31	$42,400
Employer contributions (assets) at beginning of year	2021-12-31	$32,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$172,984
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	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN	2021-12-31	860750225
2020 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$4,468,285
Total income from all sources (including contributions)	2020-12-31	$4,269,737
Total of all expenses incurred	2020-12-31	$1,102,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,102,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,437,314
Value of total assets at end of year	2020-12-31	$22,092,402
Value of total assets at beginning of year	2020-12-31	$14,457,345
Total interest from all sources	2020-12-31	$119,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$449,048
Participant contributions at end of year	2020-12-31	$16,069
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$62,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,166,772
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,092,402
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,457,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,801,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,631,836
Value of interest in pooled separate accounts at end of year	2020-12-31	$752,561
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$577,004
Interest earned on other investments	2020-12-31	$119,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,488,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,224,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,718,802
Net investment gain/loss from pooled separate accounts	2020-12-31	$-6,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$926,041
Employer contributions (assets) at end of year	2020-12-31	$32,833
Employer contributions (assets) at beginning of year	2020-12-31	$23,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,102,965
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN	2020-12-31	860750225
2019 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$61,238
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$61,238
Total unrealized appreciation/depreciation of assets	2019-12-31	$61,238
Total unrealized appreciation/depreciation of assets	2019-12-31	$61,238
Total income from all sources (including contributions)	2019-12-31	$3,139,773
Total income from all sources (including contributions)	2019-12-31	$3,139,773
Total of all expenses incurred	2019-12-31	$257,484
Total of all expenses incurred	2019-12-31	$257,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$257,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$257,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$947,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$947,375
Value of total assets at end of year	2019-12-31	$14,457,345
Value of total assets at end of year	2019-12-31	$14,457,345
Value of total assets at beginning of year	2019-12-31	$11,575,056
Value of total assets at beginning of year	2019-12-31	$11,575,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$16,327
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$16,327
Other income not declared elsewhere	2019-12-31	$19,598
Other income not declared elsewhere	2019-12-31	$19,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,882,289
Value of net income/loss	2019-12-31	$2,882,289
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,457,345
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,457,345
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,575,056
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,575,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,631,836
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,631,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,013,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,013,498
Value of interest in pooled separate accounts at end of year	2019-12-31	$577,004
Value of interest in pooled separate accounts at end of year	2019-12-31	$577,004
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$520,286
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$520,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,224,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,224,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,041,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,041,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,082,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,082,536
Net investment gain/loss from pooled separate accounts	2019-12-31	$29,026
Net investment gain/loss from pooled separate accounts	2019-12-31	$29,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$931,048
Contributions received in cash from employer	2019-12-31	$931,048
Employer contributions (assets) at end of year	2019-12-31	$23,631
Employer contributions (assets) at end of year	2019-12-31	$23,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$257,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$257,484
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	2019-12-31	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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm name	2019-12-31	KEEGAN LINSCOTT & ASSOCIATES, PC
Accountancy firm EIN	2019-12-31	860750225
Accountancy firm EIN	2019-12-31	860750225

Form 5500 Responses for TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE

2022: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF PLANETARY SCIENCE INSTITUTE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334577/334578

Policy instance

Insurance contract or identification number	334577/334578
Number of Individuals Covered	162
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334577/334578

Policy instance

Insurance contract or identification number	334577/334578
Number of Individuals Covered	146
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334577/334578

Policy instance

Insurance contract or identification number	334577/334578
Number of Individuals Covered	150
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334577

Policy instance

Insurance contract or identification number	334577
Number of Individuals Covered	127
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

Potentially related plans

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Company Name:	PLANETARY SCIENCE INSTITUTE
Employer identification number (EIN):	330175263
NAIC Classification:	541700

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1986-05-08
Company Identification Number:	C1531192
Legal Registered Office Address:	1132 Via Mirabel Palos Verdes Estates United States of America (USA) 90274