401k Plan data: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN plan

CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN
Plan identification number	002

CALIFORNIA ACADEMY OF SCIENCES 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

CALIFORNIA ACADEMY OF SCIENCES has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA ACADEMY OF SCIENCES

Employer identification number (EIN): 941156258

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about CALIFORNIA ACADEMY OF SCIENCES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0040179

More information about CALIFORNIA ACADEMY OF SCIENCES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 TOM HOFFMAN TOM HOFFMAN 2015-09-30
002 2013-01-01 RAUL DEL BARCO RAUL DEL BARCO 2014-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	TOM HOFFMAN		TOM HOFFMAN	2015-09-30
002	2013-01-01	RAUL DEL BARCO		RAUL DEL BARCO	2014-10-14

Plan Statistics for CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 797
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 771
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 646
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 144
Total of all active and inactive participants 2013-01-01 796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 796
Number of participants with account balances 2013-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2014: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	797
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	771
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	646
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	144
Total of all active and inactive participants	2013-01-01	796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	796
Number of participants with account balances	2013-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2014 : CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$13,309,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,617,262
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$700,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$700,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$901,399
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$12,393,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$94,868
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$214,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$214,912
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$826,411
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$74,988
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$916,615
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,393,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,251,005
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$354,024
Interest earned on other investments	2014-12-31	$94,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,788,178
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$88,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$364,728
Net investment gain/loss from pooled separate accounts	2014-12-31	$41,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$612,106
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,641,114
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,096,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,096,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$889,062
Value of total assets at end of year	2013-12-31	$12,393,207
Value of total assets at beginning of year	2013-12-31	$10,848,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$90,000
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$169,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$169,260
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$719,100
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$169,962
Administrative expenses (other) incurred	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,544,281
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,393,207
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,848,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,251,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,050,835
Value of interest in pooled separate accounts at end of year	2013-12-31	$354,024
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$293,747
Interest earned on other investments	2013-12-31	$90,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,788,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,504,344
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$35,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,462,296
Net investment gain/loss from pooled separate accounts	2013-12-31	$30,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,061,833
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2013-12-31	910189318

Form 5500 Responses for CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN

2014: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALIFORNIA ACADEMY OF SCIENCES TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALIFORNIA ACADEMY OF SCIENCES
Employer identification number (EIN):	941156258
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0040179