PALO ALTO UNIVERSITY, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
401k plan membership statisitcs for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2021: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 211 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 81 |
| Total of all active and inactive participants | 2021-08-01 | 292 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 4 |
| Total participants | 2021-08-01 | 296 |
| Number of participants with account balances | 2021-08-01 | 289 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 189 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 80 |
| Total of all active and inactive participants | 2020-08-01 | 269 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 2 |
| Total participants | 2020-08-01 | 271 |
| Number of participants with account balances | 2020-08-01 | 267 |
| 2019: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 311 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 117 |
| Total of all active and inactive participants | 2019-08-01 | 428 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 1 |
| Total participants | 2019-08-01 | 429 |
| Number of participants with account balances | 2019-08-01 | 390 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| 2018: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 379 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 236 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 23 |
| Total of all active and inactive participants | 2018-08-01 | 259 |
| Total participants | 2018-08-01 | 259 |
| Number of participants with account balances | 2018-08-01 | 145 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 365 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 254 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 92 |
| Total of all active and inactive participants | 2017-08-01 | 346 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
| Total participants | 2017-08-01 | 346 |
| Number of participants with account balances | 2017-08-01 | 244 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
| 2016: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 355 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 251 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 113 |
| Total of all active and inactive participants | 2016-08-01 | 364 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 1 |
| Total participants | 2016-08-01 | 365 |
| Number of participants with account balances | 2016-08-01 | 332 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 356 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 248 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 96 |
| Total of all active and inactive participants | 2015-08-01 | 344 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 1 |
| Total participants | 2015-08-01 | 345 |
| Number of participants with account balances | 2015-08-01 | 218 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 252 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 104 |
| Total of all active and inactive participants | 2014-08-01 | 356 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 356 |
| Number of participants with account balances | 2014-08-01 | 208 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 320 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 92 |
| Total of all active and inactive participants | 2013-08-01 | 412 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
| Total participants | 2013-08-01 | 412 |
| Number of participants with account balances | 2013-08-01 | 189 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 95 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 52 |
| Total of all active and inactive participants | 2012-08-01 | 147 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
| Total participants | 2012-08-01 | 147 |
| Number of participants with account balances | 2012-08-01 | 140 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
| 2011: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 84 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 15 |
| Total of all active and inactive participants | 2011-08-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
| Total participants | 2011-08-01 | 99 |
| Number of participants with account balances | 2011-08-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2009: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 52 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 11 |
| Total of all active and inactive participants | 2009-10-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 63 |
| Number of participants with account balances | 2009-10-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| 2008: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-10-01 | 45 |
| Total of all active and inactive participants | 2008-10-01 | 0 |
| Total participants | 2008-10-01 | 0 |
| 2007: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-10-01 | 45 |
| Total of all active and inactive participants | 2007-10-01 | 0 |
| Total participants | 2007-10-01 | 0 |
| 2006: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-10-01 | 45 |
| Total of all active and inactive participants | 2006-10-01 | 0 |
| Total participants | 2006-10-01 | 0 |
| 2005: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-10-01 | 45 |
| Total of all active and inactive participants | 2005-10-01 | 0 |
| Total participants | 2005-10-01 | 0 |
| 2004: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-10-01 | 45 |
| Total of all active and inactive participants | 2004-10-01 | 0 |
| Total participants | 2004-10-01 | 0 |
| 2003: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-10-01 | 45 |
| Total of all active and inactive participants | 2003-10-01 | 0 |
| Total participants | 2003-10-01 | 0 |
| 2002: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-10-01 | 45 |
| Total of all active and inactive participants | 2002-10-01 | 0 |
| Total participants | 2002-10-01 | 0 |
| 2001: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-10-01 | 45 |
| Total of all active and inactive participants | 2001-10-01 | 0 |
| Total participants | 2001-10-01 | 0 |
| 2000: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-10-01 | 45 |
| Total of all active and inactive participants | 2000-10-01 | 0 |
| Total participants | 2000-10-01 | 0 |
| 1999: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-10-01 | 45 |
| Total of all active and inactive participants | 1999-10-01 | 0 |
| Total participants | 1999-10-01 | 0 |
| 1998: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1998 401k membership |
|---|
| Total participants, beginning-of-year | 1998-10-01 | 45 |
| Total of all active and inactive participants | 1998-10-01 | 0 |
| Total participants | 1998-10-01 | 0 |
| 1997: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1997 401k membership |
|---|
| Total participants, beginning-of-year | 1997-10-01 | 45 |
| Total of all active and inactive participants | 1997-10-01 | 0 |
| Total participants | 1997-10-01 | 0 |
| 1996: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1996 401k membership |
|---|
| Total participants, beginning-of-year | 1996-10-01 | 45 |
| Total of all active and inactive participants | 1996-10-01 | 0 |
| Total participants | 1996-10-01 | 0 |
| 1995: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1995 401k membership |
|---|
| Total participants, beginning-of-year | 1995-10-01 | 45 |
| Total of all active and inactive participants | 1995-10-01 | 0 |
| Total participants | 1995-10-01 | 0 |
| 1994: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1994 401k membership |
|---|
| Total participants, beginning-of-year | 1994-10-01 | 45 |
| Total of all active and inactive participants | 1994-10-01 | 0 |
| Total participants | 1994-10-01 | 0 |
| 1993: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1993 401k membership |
|---|
| Total participants, beginning-of-year | 1993-10-01 | 45 |
| Total of all active and inactive participants | 1993-10-01 | 0 |
| Total participants | 1993-10-01 | 0 |
| 1992: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1992 401k membership |
|---|
| Total participants, beginning-of-year | 1992-10-01 | 45 |
| Total of all active and inactive participants | 1992-10-01 | 0 |
| Total participants | 1992-10-01 | 0 |
| 1991: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1991 401k membership |
|---|
| Total participants, beginning-of-year | 1991-10-01 | 45 |
| Total of all active and inactive participants | 1991-10-01 | 0 |
| Total participants | 1991-10-01 | 0 |
| 1990: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1990 401k membership |
|---|
| Total participants, beginning-of-year | 1990-10-01 | 45 |
| Total of all active and inactive participants | 1990-10-01 | 0 |
| Total participants | 1990-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $0 |
| Total income from all sources (including contributions) | 2022-07-31 | $82,789 |
| Total loss/gain on sale of assets | 2022-07-31 | $0 |
| Total of all expenses incurred | 2022-07-31 | $2,884,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $2,881,985 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $1,850,667 |
| Value of total assets at end of year | 2022-07-31 | $24,638,824 |
| Value of total assets at beginning of year | 2022-07-31 | $27,440,973 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $2,953 |
| Total interest from all sources | 2022-07-31 | $153,454 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-31 | $45 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-31 | $45 |
| Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
| Value of fidelity bond cover | 2022-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Contributions received from participants | 2022-07-31 | $1,052,480 |
| Participant contributions at end of year | 2022-07-31 | $18,732 |
| Participant contributions at beginning of year | 2022-07-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-31 | $5,234 |
| Other income not declared elsewhere | 2022-07-31 | $43,708 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $-2,802,149 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $24,638,824 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $27,440,973 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-31 | $18,550,987 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-31 | $21,726,508 |
| Value of interest in pooled separate accounts at end of year | 2022-07-31 | $1,484,159 |
| Value of interest in pooled separate accounts at beginning of year | 2022-07-31 | $1,323,070 |
| Interest on participant loans | 2022-07-31 | $696 |
| Interest earned on other investments | 2022-07-31 | $152,758 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-31 | $4,584,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-31 | $4,391,395 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-31 | $-2,245,300 |
| Net investment gain/loss from pooled separate accounts | 2022-07-31 | $280,215 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Contributions received in cash from employer | 2022-07-31 | $792,953 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $2,881,985 |
| Contract administrator fees | 2022-07-31 | $2,953 |
| Did the plan have assets held for investment | 2022-07-31 | 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 | 2022-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2022-07-31 | 941254756 |
| 2021 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $0 |
| Total income from all sources (including contributions) | 2021-07-31 | $6,343,302 |
| Total loss/gain on sale of assets | 2021-07-31 | $0 |
| Total of all expenses incurred | 2021-07-31 | $915,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $915,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $1,574,405 |
| Value of total assets at end of year | 2021-07-31 | $27,440,973 |
| Value of total assets at beginning of year | 2021-07-31 | $22,013,261 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $0 |
| Total interest from all sources | 2021-07-31 | $144,837 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
| Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
| Value of fidelity bond cover | 2021-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
| Contributions received from participants | 2021-07-31 | $886,051 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-07-31 | $17,783 |
| Other income not declared elsewhere | 2021-07-31 | $30,346 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Value of net income/loss | 2021-07-31 | $5,427,712 |
| Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $27,440,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $22,013,261 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-07-31 | $21,726,508 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-07-31 | $16,633,827 |
| Value of interest in pooled separate accounts at end of year | 2021-07-31 | $1,323,070 |
| Value of interest in pooled separate accounts at beginning of year | 2021-07-31 | $1,144,838 |
| Interest earned on other investments | 2021-07-31 | $144,837 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-07-31 | $4,391,395 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-07-31 | $4,234,596 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-07-31 | $4,495,973 |
| Net investment gain/loss from pooled separate accounts | 2021-07-31 | $97,741 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
| Contributions received in cash from employer | 2021-07-31 | $670,571 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $915,590 |
| Did the plan have assets held for investment | 2021-07-31 | 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 | 2021-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Disclaimer |
| Accountancy firm name | 2021-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2021-07-31 | 941254756 |
| 2020 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-07-31 | $851,877 |
| Total unrealized appreciation/depreciation of assets | 2020-07-31 | $851,877 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $0 |
| Total income from all sources (including contributions) | 2020-07-31 | $2,832,076 |
| Total loss/gain on sale of assets | 2020-07-31 | $496,939 |
| Total of all expenses incurred | 2020-07-31 | $923,777 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $916,083 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $1,462,363 |
| Value of total assets at end of year | 2020-07-31 | $22,013,261 |
| Value of total assets at beginning of year | 2020-07-31 | $20,104,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $7,694 |
| Total interest from all sources | 2020-07-31 | $20,897 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-31 | No |
| Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
| Value of fidelity bond cover | 2020-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
| Contributions received from participants | 2020-07-31 | $783,730 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-07-31 | $279 |
| Administrative expenses (other) incurred | 2020-07-31 | $7,694 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Value of net income/loss | 2020-07-31 | $1,908,299 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $22,013,261 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-31 | $20,104,962 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-07-31 | $16,633,827 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-07-31 | $14,897,517 |
| Value of interest in pooled separate accounts at end of year | 2020-07-31 | $1,144,838 |
| Value of interest in pooled separate accounts at beginning of year | 2020-07-31 | $1,058,652 |
| Interest earned on other investments | 2020-07-31 | $20,897 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-07-31 | $4,234,596 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-07-31 | $4,148,793 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
| Contributions received in cash from employer | 2020-07-31 | $678,354 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $916,083 |
| Did the plan have assets held for investment | 2020-07-31 | 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 | 2020-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
| Aggregate proceeds on sale of assets | 2020-07-31 | $496,939 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Disclaimer |
| Accountancy firm name | 2020-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2020-07-31 | 941254756 |
| 2019 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $0 |
| Total income from all sources (including contributions) | 2019-07-31 | $2,253,587 |
| Total loss/gain on sale of assets | 2019-07-31 | $0 |
| Total of all expenses incurred | 2019-07-31 | $1,401,299 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $1,401,299 |
| Expenses. Certain deemed distributions of participant loans | 2019-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-31 | $1,687,846 |
| Value of total assets at end of year | 2019-07-31 | $20,104,962 |
| Value of total assets at beginning of year | 2019-07-31 | $19,252,674 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $0 |
| Total interest from all sources | 2019-07-31 | $149,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-07-31 | $0 |
| Administrative expenses professional fees incurred | 2019-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
| Value of fidelity bond cover | 2019-07-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
| Contributions received from participants | 2019-07-31 | $828,971 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-07-31 | $187,319 |
| Administrative expenses (other) incurred | 2019-07-31 | $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 | 2019-07-31 | No |
| Value of net income/loss | 2019-07-31 | $852,288 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-31 | $20,104,962 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-31 | $19,252,674 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
| Investment advisory and management fees | 2019-07-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-07-31 | $14,897,517 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-07-31 | $14,081,837 |
| Value of interest in pooled separate accounts at end of year | 2019-07-31 | $1,058,652 |
| Value of interest in pooled separate accounts at beginning of year | 2019-07-31 | $1,081,567 |
| Interest earned on other investments | 2019-07-31 | $149,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-07-31 | $4,148,793 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-07-31 | $4,089,270 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-07-31 | $369,347 |
| Net investment gain/loss from pooled separate accounts | 2019-07-31 | $47,310 |
| Net investment gain or loss from common/collective trusts | 2019-07-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2019-07-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
| Contributions received in cash from employer | 2019-07-31 | $671,556 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $1,401,299 |
| Contract administrator fees | 2019-07-31 | $0 |
| Did the plan have assets held for investment | 2019-07-31 | 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 | 2019-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Disclaimer |
| Accountancy firm name | 2019-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2019-07-31 | 941254756 |
| 2018 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $0 |
| Expenses. Interest paid | 2018-07-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-07-31 | $0 |
| Total income from all sources (including contributions) | 2018-07-31 | $2,943,803 |
| Total loss/gain on sale of assets | 2018-07-31 | $0 |
| Total of all expenses incurred | 2018-07-31 | $558,743 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-07-31 | $558,743 |
| Expenses. Certain deemed distributions of participant loans | 2018-07-31 | $0 |
| Value of total corrective distributions | 2018-07-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-07-31 | $1,543,951 |
| Value of total assets at end of year | 2018-07-31 | $19,252,674 |
| Value of total assets at beginning of year | 2018-07-31 | $16,867,614 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-07-31 | $0 |
| Total interest from all sources | 2018-07-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-07-31 | $141,838 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-07-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-07-31 | $141,838 |
| Administrative expenses professional fees incurred | 2018-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-07-31 | Yes |
| Value of fidelity bond cover | 2018-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-07-31 | No |
| Contributions received from participants | 2018-07-31 | $841,439 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-07-31 | $19,330 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-07-31 | $0 |
| Administrative expenses (other) incurred | 2018-07-31 | $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 | 2018-07-31 | No |
| Income. Non cash contributions | 2018-07-31 | $0 |
| Value of net income/loss | 2018-07-31 | $2,385,060 |
| Value of net assets at end of year (total assets less liabilities) | 2018-07-31 | $19,252,674 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-07-31 | $16,867,614 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-07-31 | No |
| Investment advisory and management fees | 2018-07-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-07-31 | $14,081,837 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-07-31 | $12,131,253 |
| Value of interest in pooled separate accounts at end of year | 2018-07-31 | $1,081,567 |
| Value of interest in pooled separate accounts at beginning of year | 2018-07-31 | $892,188 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-07-31 | $4,089,270 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-07-31 | $3,844,173 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-07-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-07-31 | $1,209,340 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-07-31 | No |
| Contributions received in cash from employer | 2018-07-31 | $683,182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-07-31 | $558,743 |
| Contract administrator fees | 2018-07-31 | $0 |
| Did the plan have assets held for investment | 2018-07-31 | 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 | 2018-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-07-31 | Disclaimer |
| Accountancy firm name | 2018-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2018-07-31 | 941254756 |
| 2017 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $0 |
| Total income from all sources (including contributions) | 2017-07-31 | $3,345,210 |
| Total loss/gain on sale of assets | 2017-07-31 | $0 |
| Total of all expenses incurred | 2017-07-31 | $1,877,493 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-31 | $1,877,493 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-31 | $1,872,651 |
| Value of total assets at end of year | 2017-07-31 | $16,867,614 |
| Value of total assets at beginning of year | 2017-07-31 | $15,399,897 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-31 | $0 |
| Total interest from all sources | 2017-07-31 | $137,103 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-31 | No |
| Was this plan covered by a fidelity bond | 2017-07-31 | Yes |
| Value of fidelity bond cover | 2017-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-07-31 | No |
| Contributions received from participants | 2017-07-31 | $704,190 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-07-31 | $542,268 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Value of net income/loss | 2017-07-31 | $1,467,717 |
| Value of net assets at end of year (total assets less liabilities) | 2017-07-31 | $16,867,614 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-07-31 | $15,399,897 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-07-31 | $12,131,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-07-31 | $10,891,213 |
| Value of interest in pooled separate accounts at end of year | 2017-07-31 | $892,188 |
| Value of interest in pooled separate accounts at beginning of year | 2017-07-31 | $732,973 |
| Interest earned on other investments | 2017-07-31 | $137,103 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-07-31 | $3,844,173 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-07-31 | $3,775,711 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-07-31 | $1,093,198 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-07-31 | $1,304,506 |
| Net investment gain/loss from pooled separate accounts | 2017-07-31 | $30,950 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-07-31 | No |
| Contributions received in cash from employer | 2017-07-31 | $626,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-31 | $784,295 |
| Did the plan have assets held for investment | 2017-07-31 | 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 | 2017-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-07-31 | Disclaimer |
| Accountancy firm name | 2017-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2017-07-31 | 941254756 |
| 2016 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
| Total income from all sources (including contributions) | 2016-07-31 | $2,459,241 |
| Total loss/gain on sale of assets | 2016-07-31 | $0 |
| Total of all expenses incurred | 2016-07-31 | $1,262,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $1,262,996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $2,194,209 |
| Value of total assets at end of year | 2016-07-31 | $15,399,897 |
| Value of total assets at beginning of year | 2016-07-31 | $14,203,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $0 |
| Total interest from all sources | 2016-07-31 | $127,234 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
| Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
| Value of fidelity bond cover | 2016-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
| Contributions received from participants | 2016-07-31 | $659,980 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-07-31 | $909,854 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Value of net income/loss | 2016-07-31 | $1,196,245 |
| Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $15,399,897 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $14,203,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-07-31 | $10,891,213 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-07-31 | $10,879,712 |
| Value of interest in pooled separate accounts at end of year | 2016-07-31 | $732,973 |
| Value of interest in pooled separate accounts at beginning of year | 2016-07-31 | $302,115 |
| Interest earned on other investments | 2016-07-31 | $127,234 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-07-31 | $3,775,711 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-07-31 | $3,021,825 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-07-31 | $48,915 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-07-31 | $106,264 |
| Net investment gain/loss from pooled separate accounts | 2016-07-31 | $31,534 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
| Contributions received in cash from employer | 2016-07-31 | $624,375 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $1,214,081 |
| Did the plan have assets held for investment | 2016-07-31 | 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 | 2016-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Disclaimer |
| Accountancy firm name | 2016-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2016-07-31 | 941254756 |
| 2015 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
| Total income from all sources (including contributions) | 2015-07-31 | $2,127,828 |
| Total loss/gain on sale of assets | 2015-07-31 | $0 |
| Total of all expenses incurred | 2015-07-31 | $689,212 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $689,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $1,225,976 |
| Value of total assets at end of year | 2015-07-31 | $14,203,652 |
| Value of total assets at beginning of year | 2015-07-31 | $12,765,036 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $0 |
| Total interest from all sources | 2015-07-31 | $112,986 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
| Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
| Value of fidelity bond cover | 2015-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
| Contributions received from participants | 2015-07-31 | $628,946 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-07-31 | $60,779 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Income. Non cash contributions | 2015-07-31 | $0 |
| Value of net income/loss | 2015-07-31 | $1,438,616 |
| Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $14,203,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $12,765,036 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-07-31 | $10,879,712 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-07-31 | $9,709,231 |
| Value of interest in pooled separate accounts at end of year | 2015-07-31 | $302,115 |
| Value of interest in pooled separate accounts at beginning of year | 2015-07-31 | $161,865 |
| Interest earned on other investments | 2015-07-31 | $112,986 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-07-31 | $3,021,825 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-07-31 | $2,893,940 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-07-31 | $766,613 |
| Net investment gain/loss from pooled separate accounts | 2015-07-31 | $22,253 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
| Contributions received in cash from employer | 2015-07-31 | $536,251 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $689,212 |
| Did the plan have assets held for investment | 2015-07-31 | 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 | 2015-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Disclaimer |
| Accountancy firm name | 2015-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2015-07-31 | 941254756 |
| 2014 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-07-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $0 |
| Total income from all sources (including contributions) | 2014-07-31 | $3,412,372 |
| Total loss/gain on sale of assets | 2014-07-31 | $0 |
| Total of all expenses incurred | 2014-07-31 | $739,823 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $737,523 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $1,108,039 |
| Value of total assets at end of year | 2014-07-31 | $12,765,035 |
| Value of total assets at beginning of year | 2014-07-31 | $10,092,486 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $2,300 |
| Total interest from all sources | 2014-07-31 | $113,366 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-07-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
| Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
| Value of fidelity bond cover | 2014-07-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-07-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
| Contributions received from participants | 2014-07-31 | $576,690 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-07-31 | $29,838 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-07-31 | $0 |
| Other income not declared elsewhere | 2014-07-31 | $1,059,002 |
| Administrative expenses (other) incurred | 2014-07-31 | $2,300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Income. Non cash contributions | 2014-07-31 | $0 |
| Value of net income/loss | 2014-07-31 | $2,672,549 |
| Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $12,765,035 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $10,092,486 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-07-31 | $9,709,231 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-07-31 | $7,381,498 |
| Value of interest in pooled separate accounts at end of year | 2014-07-31 | $161,865 |
| Value of interest in pooled separate accounts at beginning of year | 2014-07-31 | $68,822 |
| Interest earned on other investments | 2014-07-31 | $113,366 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-07-31 | $2,893,939 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-07-31 | $2,642,166 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-07-31 | $77,493 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-07-31 | $1,119,127 |
| Net investment gain/loss from pooled separate accounts | 2014-07-31 | $12,838 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
| Contributions received in cash from employer | 2014-07-31 | $501,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $660,030 |
| Did the plan have assets held for investment | 2014-07-31 | 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 | 2014-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Disclaimer |
| Accountancy firm name | 2014-07-31 | HOOD & STRONG |
| Accountancy firm EIN | 2014-07-31 | 941254756 |
| 2013 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-07-31 | $0 |
| Total plan liabilities at end of year | 2013-07-31 | $0 |
| Total plan liabilities at beginning of year | 2013-07-31 | $0 |
| Total income from all sources | 2013-07-31 | $2,604,944 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $769,690 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $769,690 |
| Total plan assets at end of year | 2013-07-31 | $10,092,486 |
| Total plan assets at beginning of year | 2013-07-31 | $8,257,232 |
| Total contributions received or receivable from participants | 2013-07-31 | $593,009 |
| Expenses. Other expenses not covered elsewhere | 2013-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-07-31 | $28,939 |
| Other income received | 2013-07-31 | $1,524,733 |
| Noncash contributions received | 2013-07-31 | $0 |
| Net income (gross income less expenses) | 2013-07-31 | $1,835,254 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $10,092,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $8,257,232 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $458,263 |
| Value of certain deemed distributions of participant loans | 2013-07-31 | $0 |
| Value of corrective distributions | 2013-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
| 2012 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $1,105,957 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $211,242 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $211,242 |
| Total plan assets at end of year | 2012-07-31 | $8,257,232 |
| Total plan assets at beginning of year | 2012-07-31 | $7,362,517 |
| Total contributions received or receivable from participants | 2012-07-31 | $474,098 |
| Contributions received from other sources (not participants or employers) | 2012-07-31 | $10,984 |
| Other income received | 2012-07-31 | $260,652 |
| Net income (gross income less expenses) | 2012-07-31 | $894,715 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $8,257,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $7,362,517 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $360,223 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
| 2011 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $1,539,004 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $257,475 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $257,475 |
| Total plan assets at end of year | 2011-07-31 | $7,362,517 |
| Total plan assets at beginning of year | 2011-07-31 | $6,080,988 |
| Total contributions received or receivable from participants | 2011-07-31 | $433,352 |
| Contributions received from other sources (not participants or employers) | 2011-07-31 | $0 |
| Other income received | 2011-07-31 | $806,167 |
| Net income (gross income less expenses) | 2011-07-31 | $1,281,529 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $7,362,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $6,080,988 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $299,485 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
| 2010 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
| 2021: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Submission has been amended | No |
| 2020-08-01 | This submission is the final filing | No |
| 2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-08-01 | Plan is a collectively bargained plan | No |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Submission has been amended | No |
| 2018-08-01 | This submission is the final filing | No |
| 2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-08-01 | Plan is a collectively bargained plan | No |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Submission has been amended | No |
| 2017-08-01 | This submission is the final filing | No |
| 2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-08-01 | Plan is a collectively bargained plan | No |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | Yes |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | Yes |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
| 2007: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses |
|---|
| 2007-10-01 | Type of plan entity | Single employer plan |
| 2007-10-01 | Submission has been amended | No |
| 2007-10-01 | This submission is the final filing | No |
| 2007-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-10-01 | Plan is a collectively bargained plan | No |
| 2006: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses |
|---|
| 2006-10-01 | Type of plan entity | Single employer plan |
| 2006-10-01 | Submission has been amended | No |
| 2006-10-01 | This submission is the final filing | No |
| 2006-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-10-01 | Plan is a collectively bargained plan | No |
| 2005: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2005 form 5500 responses |
|---|
| 2005-10-01 | Type of plan entity | Single employer plan |
| 2005-10-01 | Submission has been amended | No |
| 2005-10-01 | This submission is the final filing | No |
| 2005-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-10-01 | Plan is a collectively bargained plan | No |
| 2004: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2004 form 5500 responses |
|---|
| 2004-10-01 | Type of plan entity | Single employer plan |
| 2004-10-01 | Submission has been amended | No |
| 2004-10-01 | This submission is the final filing | No |
| 2004-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-10-01 | Plan is a collectively bargained plan | No |
| 2003: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2003 form 5500 responses |
|---|
| 2003-10-01 | Type of plan entity | Single employer plan |
| 2003-10-01 | Submission has been amended | No |
| 2003-10-01 | This submission is the final filing | No |
| 2003-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-10-01 | Plan is a collectively bargained plan | No |
| 2002: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2002 form 5500 responses |
|---|
| 2002-10-01 | Type of plan entity | Single employer plan |
| 2002-10-01 | Submission has been amended | No |
| 2002-10-01 | This submission is the final filing | No |
| 2002-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-10-01 | Plan is a collectively bargained plan | No |
| 2001: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2001 form 5500 responses |
|---|
| 2001-10-01 | Type of plan entity | Single employer plan |
| 2001-10-01 | Submission has been amended | Yes |
| 2001-10-01 | This submission is the final filing | No |
| 2001-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-10-01 | Plan is a collectively bargained plan | No |
| 2000: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2000 form 5500 responses |
|---|
| 2000-10-01 | Type of plan entity | Single employer plan |
| 2000-10-01 | Submission has been amended | No |
| 2000-10-01 | This submission is the final filing | No |
| 2000-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-10-01 | Plan is a collectively bargained plan | No |
| 1999: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1999 form 5500 responses |
|---|
| 1999-10-01 | Type of plan entity | Single employer plan |
| 1999-10-01 | Submission has been amended | No |
| 1999-10-01 | This submission is the final filing | No |
| 1999-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-10-01 | Plan is a collectively bargained plan | No |
| 1998: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1998 form 5500 responses |
|---|
| 1998-10-01 | Type of plan entity | Single employer plan |
| 1998-10-01 | Submission has been amended | No |
| 1998-10-01 | This submission is the final filing | No |
| 1998-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1998-10-01 | Plan is a collectively bargained plan | No |
| 1997: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1997 form 5500 responses |
|---|
| 1997-10-01 | Type of plan entity | Single employer plan |
| 1997-10-01 | Submission has been amended | No |
| 1997-10-01 | This submission is the final filing | No |
| 1997-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1997-10-01 | Plan is a collectively bargained plan | No |
| 1996: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1996 form 5500 responses |
|---|
| 1996-10-01 | Type of plan entity | Single employer plan |
| 1996-10-01 | Submission has been amended | No |
| 1996-10-01 | This submission is the final filing | No |
| 1996-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1996-10-01 | Plan is a collectively bargained plan | No |
| 1995: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1995 form 5500 responses |
|---|
| 1995-10-01 | Type of plan entity | Single employer plan |
| 1995-10-01 | Submission has been amended | No |
| 1995-10-01 | This submission is the final filing | No |
| 1995-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1995-10-01 | Plan is a collectively bargained plan | No |
| 1994: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1994 form 5500 responses |
|---|
| 1994-10-01 | Type of plan entity | Single employer plan |
| 1994-10-01 | Submission has been amended | No |
| 1994-10-01 | This submission is the final filing | No |
| 1994-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1994-10-01 | Plan is a collectively bargained plan | No |
| 1993: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1993 form 5500 responses |
|---|
| 1993-10-01 | Type of plan entity | Single employer plan |
| 1993-10-01 | Submission has been amended | No |
| 1993-10-01 | This submission is the final filing | No |
| 1993-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1993-10-01 | Plan is a collectively bargained plan | No |
| 1992: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1992 form 5500 responses |
|---|
| 1992-10-01 | Type of plan entity | Single employer plan |
| 1992-10-01 | Submission has been amended | No |
| 1992-10-01 | This submission is the final filing | No |
| 1992-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1992-10-01 | Plan is a collectively bargained plan | No |
| 1991: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1991 form 5500 responses |
|---|
| 1991-10-01 | Type of plan entity | Single employer plan |
| 1991-10-01 | Submission has been amended | Yes |
| 1991-10-01 | This submission is the final filing | No |
| 1991-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1991-10-01 | Plan is a collectively bargained plan | No |
| 1990: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1990 form 5500 responses |
|---|
| 1990-10-01 | Type of plan entity | Single employer plan |
| 1990-10-01 | First time form 5500 has been submitted | Yes |
| 1990-10-01 | Submission has been amended | No |
| 1990-10-01 | This submission is the final filing | No |
| 1990-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1990-10-01 | Plan is a collectively bargained plan | No |
