401k Plan data: PALO ALTO RESEARCH CENTER 401(K) PLAN plan

PALO ALTO RESEARCH CENTER 401(K) PLAN 401k Plan overview

Plan Name	PALO ALTO RESEARCH CENTER 401(K) PLAN
Plan identification number	001

PALO ALTO RESEARCH CENTER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PALO ALTO RESEARCH CENTER has sponsored the creation of one or more 401k plans.

Company Name: PALO ALTO RESEARCH CENTER

Employer identification number (EIN): 061568182

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO RESEARCH CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MATS BERGSTROM MATS BERGSTROM 2018-10-08
001 2016-01-01 RUSSELL WILLIAMS RUSSELL WILLIAMS 2017-10-04
001 2015-01-01 EDUARDO BASCARAN
001 2014-01-01 DAVID ROBSON DAVID ROBSON 2015-10-06
001 2013-01-01 DAVID ROBSON DAVID ROBSON 2014-10-03
001 2012-01-01 JOHN PAUKSTA
001 2011-01-01 JOHN PAUKSTA JOHN PAUKSTA 2012-10-03
001 2009-01-01 JOHN PAUKSTA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MATS BERGSTROM	MATS BERGSTROM	2018-10-08
001	2016-01-01	RUSSELL WILLIAMS	RUSSELL WILLIAMS	2017-10-04
001	2015-01-01	EDUARDO BASCARAN
001	2014-01-01	DAVID ROBSON	DAVID ROBSON	2015-10-06
001	2013-01-01	DAVID ROBSON	DAVID ROBSON	2014-10-03
001	2012-01-01	JOHN PAUKSTA
001	2011-01-01	JOHN PAUKSTA	JOHN PAUKSTA	2012-10-03
001	2009-01-01	JOHN PAUKSTA

Plan Statistics for PALO ALTO RESEARCH CENTER 401(K) PLAN

401k plan membership statisitcs for PALO ALTO RESEARCH CENTER 401(K) PLAN

Measure Date Value
2021: PALO ALTO RESEARCH CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
2020: PALO ALTO RESEARCH CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 204
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 165
Total of all active and inactive participants 2020-01-01 371
Total participants 2020-01-01 371
Number of participants with account balances 2020-01-01 363
2019: PALO ALTO RESEARCH CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 205
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 160
Total of all active and inactive participants 2019-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 370
Number of participants with account balances 2019-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PALO ALTO RESEARCH CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 216
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 165
Total of all active and inactive participants 2018-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 381
Number of participants with account balances 2018-01-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PALO ALTO RESEARCH CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 195
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 181
Total of all active and inactive participants 2017-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 380
Number of participants with account balances 2017-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PALO ALTO RESEARCH CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 207
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 155
Total of all active and inactive participants 2016-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 364
Number of participants with account balances 2016-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PALO ALTO RESEARCH CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 222
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 148
Total of all active and inactive participants 2015-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 372
Number of participants with account balances 2015-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PALO ALTO RESEARCH CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 245
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 146
Total of all active and inactive participants 2014-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 392
Number of participants with account balances 2014-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PALO ALTO RESEARCH CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 248
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 144
Total of all active and inactive participants 2013-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 392
Number of participants with account balances 2013-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PALO ALTO RESEARCH CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 208
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 155
Total of all active and inactive participants 2012-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 363
Number of participants with account balances 2012-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PALO ALTO RESEARCH CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 272
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 136
Total of all active and inactive participants 2011-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 408
Number of participants with account balances 2011-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PALO ALTO RESEARCH CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 267
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 99
Total of all active and inactive participants 2009-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 366
Number of participants with account balances 2009-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: PALO ALTO RESEARCH CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
2020: PALO ALTO RESEARCH CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	204
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	165
Total of all active and inactive participants	2020-01-01	371
Total participants	2020-01-01	371
Number of participants with account balances	2020-01-01	363
2019: PALO ALTO RESEARCH CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	205
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	160
Total of all active and inactive participants	2019-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	370
Number of participants with account balances	2019-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PALO ALTO RESEARCH CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	216
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	165
Total of all active and inactive participants	2018-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	381
Number of participants with account balances	2018-01-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PALO ALTO RESEARCH CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	195
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	181
Total of all active and inactive participants	2017-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	380
Number of participants with account balances	2017-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PALO ALTO RESEARCH CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	207
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	155
Total of all active and inactive participants	2016-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	364
Number of participants with account balances	2016-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PALO ALTO RESEARCH CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	222
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	148
Total of all active and inactive participants	2015-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	372
Number of participants with account balances	2015-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PALO ALTO RESEARCH CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	245
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	146
Total of all active and inactive participants	2014-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	392
Number of participants with account balances	2014-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PALO ALTO RESEARCH CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	248
Number of retired or separated participants receiving benefits	2013-01-01	0
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	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	392
Number of participants with account balances	2013-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PALO ALTO RESEARCH CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	208
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	155
Total of all active and inactive participants	2012-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	363
Number of participants with account balances	2012-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PALO ALTO RESEARCH CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	272
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	136
Total of all active and inactive participants	2011-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	408
Number of participants with account balances	2011-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PALO ALTO RESEARCH CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	267
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	99
Total of all active and inactive participants	2009-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	366
Number of participants with account balances	2009-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PALO ALTO RESEARCH CENTER 401(K) PLAN

Measure	Date	Value
2021 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-01-26	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-01-26	$392,983
Total unrealized appreciation/depreciation of assets	2021-01-26	$392,983
Total transfer of assets to this plan	2021-01-26	$0
Total transfer of assets from this plan	2021-01-26	$87,257,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-26	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-26	$0
Expenses. Interest paid	2021-01-26	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-01-26	$0
Total income from all sources (including contributions)	2021-01-26	$1,845,941
Total loss/gain on sale of assets	2021-01-26	$25,690
Total of all expenses incurred	2021-01-26	$5,951,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-26	$5,941,603
Expenses. Certain deemed distributions of participant loans	2021-01-26	$0
Value of total corrective distributions	2021-01-26	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-26	$150,302
Value of total assets at end of year	2021-01-26	$0
Value of total assets at beginning of year	2021-01-26	$91,362,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-26	$9,500
Total income from rents	2021-01-26	$0
Total interest from all sources	2021-01-26	$542
Total dividends received (eg from common stock, registered investment company shares)	2021-01-26	$44,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-26	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-01-26	$87,257,129
Total dividends received from registered investment company shares (eg mutual funds)	2021-01-26	$44,096
Assets. Real estate other than employer real property at end of year	2021-01-26	$0
Assets. Real estate other than employer real property at beginning of year	2021-01-26	$0
Administrative expenses professional fees incurred	2021-01-26	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-01-26	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-01-26	$0
Was this plan covered by a fidelity bond	2021-01-26	Yes
Value of fidelity bond cover	2021-01-26	$15,000,000
If this is an individual account plan, was there a blackout period	2021-01-26	No
Were there any nonexempt tranactions with any party-in-interest	2021-01-26	No
Contributions received from participants	2021-01-26	$150,302
Participant contributions at end of year	2021-01-26	$0
Participant contributions at beginning of year	2021-01-26	$267,089
Participant contributions at end of year	2021-01-26	$0
Participant contributions at beginning of year	2021-01-26	$0
Assets. Other investments not covered elsewhere at end of year	2021-01-26	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-01-26	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-01-26	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-01-26	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-01-26	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-01-26	$0
Assets. Loans (other than to participants) at end of year	2021-01-26	$0
Assets. Loans (other than to participants) at beginning of year	2021-01-26	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-01-26	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-01-26	$0
Other income not declared elsewhere	2021-01-26	$0
Administrative expenses (other) incurred	2021-01-26	$9,500
Liabilities. Value of operating payables at end of year	2021-01-26	$0
Liabilities. Value of operating payables at beginning of year	2021-01-26	$0
Total non interest bearing cash at end of year	2021-01-26	$0
Total non interest bearing cash at beginning of year	2021-01-26	$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	2021-01-26	No
Income. Non cash contributions	2021-01-26	$0
Value of net income/loss	2021-01-26	$-4,105,162
Value of net assets at end of year (total assets less liabilities)	2021-01-26	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-01-26	$91,362,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-26	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-26	No
Were any leases to which the plan was party in default or uncollectible	2021-01-26	No
Assets. partnership/joint venture interests at end of year	2021-01-26	$0
Assets. partnership/joint venture interests at beginning of year	2021-01-26	$0
Investment advisory and management fees	2021-01-26	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-26	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-26	$78,095,208
Value of interest in pooled separate accounts at end of year	2021-01-26	$0
Value of interest in pooled separate accounts at beginning of year	2021-01-26	$0
Interest on participant loans	2021-01-26	$540
Income. Interest from loans (other than to participants)	2021-01-26	$0
Interest earned on other investments	2021-01-26	$0
Income. Interest from US Government securities	2021-01-26	$0
Income. Interest from corporate debt instruments	2021-01-26	$0
Value of interest in master investment trust accounts at end of year	2021-01-26	$0
Value of interest in master investment trust accounts at beginning of year	2021-01-26	$0
Value of interest in common/collective trusts at end of year	2021-01-26	$0
Value of interest in common/collective trusts at beginning of year	2021-01-26	$11,861,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-01-26	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-01-26	$601,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-01-26	$601,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-01-26	$2
Assets. Value of investments in 103.12 investment entities at end of year	2021-01-26	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-01-26	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-01-26	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-01-26	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-01-26	$0
Asset value of US Government securities at end of year	2021-01-26	$0
Asset value of US Government securities at beginning of year	2021-01-26	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-26	$1,214,969
Net investment gain/loss from pooled separate accounts	2021-01-26	$0
Net investment gain or loss from common/collective trusts	2021-01-26	$17,273
Net gain/loss from 103.12 investment entities	2021-01-26	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-26	No
Was there a failure to transmit to the plan any participant contributions	2021-01-26	No
Has the plan failed to provide any benefit when due under the plan	2021-01-26	No
Assets. Invements in employer securities at end of year	2021-01-26	$0
Assets. Invements in employer securities at beginning of year	2021-01-26	$0
Assets. Value of employer real property at end of year	2021-01-26	$0
Assets. Value of employer real property at beginning of year	2021-01-26	$0
Contributions received in cash from employer	2021-01-26	$0
Employer contributions (assets) at end of year	2021-01-26	$0
Employer contributions (assets) at beginning of year	2021-01-26	$0
Income. Dividends from preferred stock	2021-01-26	$0
Income. Dividends from common stock	2021-01-26	$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-26	$5,941,603
Asset. Corporate debt instrument preferred debt at end of year	2021-01-26	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-01-26	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-01-26	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-01-26	$0
Contract administrator fees	2021-01-26	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-01-26	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-01-26	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-01-26	$537,244
Liabilities. Value of benefit claims payable at end of year	2021-01-26	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-01-26	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-01-26	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-01-26	$0
Did the plan have assets held for investment	2021-01-26	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	2021-01-26	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-26	Yes
Aggregate proceeds on sale of assets	2021-01-26	$507,663
Aggregate carrying amount (costs) on sale of assets	2021-01-26	$481,973
Liabilities. Value of acquisition indebtedness at end of year	2021-01-26	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-01-26	$0
Opinion of an independent qualified public accountant for this plan	2021-01-26	Disclaimer
Accountancy firm name	2021-01-26	FRANK, RIMERMAN & CO LLP
Accountancy firm EIN	2021-01-26	941341042
2020 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$103,269
Total unrealized appreciation/depreciation of assets	2020-12-31	$103,269
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$16,224,814
Total loss/gain on sale of assets	2020-12-31	$21,446
Total of all expenses incurred	2020-12-31	$6,983,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,875,494
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$8,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,834,746
Value of total assets at end of year	2020-12-31	$91,362,291
Value of total assets at beginning of year	2020-12-31	$82,120,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$99,152
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$11,167
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,407,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,403,075
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,976,687
Participant contributions at end of year	2020-12-31	$267,089
Participant contributions at beginning of year	2020-12-31	$127,305
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$100,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$99,152
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$9,241,536
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$91,362,291
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$82,120,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$78,095,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$71,424,600
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$10,561
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$11,861,431
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,111,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$601,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$274,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$274,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$606
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,571,534
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$275,103
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$757,200
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$57
Income. Dividends from common stock	2020-12-31	$4,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,875,494
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$537,244
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$182,929
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$525,932
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$504,486
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2020-12-31	941341042
2019 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-1,802
Total unrealized appreciation/depreciation of assets	2019-12-31	$-1,802
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$18,377,741
Total loss/gain on sale of assets	2019-12-31	$18,645
Total of all expenses incurred	2019-12-31	$6,909,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,821,218
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,118,219
Value of total assets at end of year	2019-12-31	$82,120,755
Value of total assets at beginning of year	2019-12-31	$70,652,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$88,661
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$13,964
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,613,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,608,920
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,823,490
Participant contributions at end of year	2019-12-31	$127,305
Participant contributions at beginning of year	2019-12-31	$254,222
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$459,459
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$70,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$88,661
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$11,467,862
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$82,120,755
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$70,652,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$71,424,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$59,521,265
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$10,118
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$10,111,906
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,417,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$274,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,846
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,357,903
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$257,531
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$224,538
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$4,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,821,218
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$182,929
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$251,086
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$232,441
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2019-12-31	941341042
2018 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-15,687
Total unrealized appreciation/depreciation of assets	2018-12-31	$-15,687
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-305,595
Total loss/gain on sale of assets	2018-12-31	$-2,969
Total of all expenses incurred	2018-12-31	$11,919,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,913,920
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,996
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,642,978
Value of total assets at end of year	2018-12-31	$70,652,893
Value of total assets at beginning of year	2018-12-31	$82,878,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$906
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$173,067
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,624,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,624,933
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,673,999
Participant contributions at end of year	2018-12-31	$254,222
Participant contributions at beginning of year	2018-12-31	$251,496
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$459,459
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$510,605
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$168,211
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$906
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-12,225,417
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$70,652,893
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$82,878,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$59,521,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$71,324,626
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,083,001
Interest on participant loans	2018-12-31	$10,318
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$162,613
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$10,417,947
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$136
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,708,582
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,747,180
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$19,206
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$800,768
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$57
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,913,920
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$17,036
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$20,005
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2018-12-31	941341042
2017 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$15,946,310
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,404,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,310,919
Value of total corrective distributions	2017-12-31	$2,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,211,066
Value of total assets at end of year	2017-12-31	$82,878,310
Value of total assets at beginning of year	2017-12-31	$70,336,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$91,013
Total interest from all sources	2017-12-31	$167,007
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,007,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,007,939
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,480,783
Participant contributions at end of year	2017-12-31	$251,496
Participant contributions at beginning of year	2017-12-31	$405,696
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$510,605
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$457,275
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$952,738
Other income not declared elsewhere	2017-12-31	$140,333
Administrative expenses (other) incurred	2017-12-31	$91,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$12,541,393
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$82,878,310
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$70,336,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$71,324,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$59,903,434
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,083,001
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,538,759
Interest on participant loans	2017-12-31	$13,452
Interest earned on other investments	2017-12-31	$153,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,708,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,031,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$10,227,751
Net investment gain/loss from pooled separate accounts	2017-12-31	$192,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$777,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,310,919
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2017-12-31	941341042
2016 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$90,484
Total unrealized appreciation/depreciation of assets	2016-12-31	$90,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$10,172,549
Total loss/gain on sale of assets	2016-12-31	$-112,683
Total of all expenses incurred	2016-12-31	$5,437,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,324,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,003,905
Value of total assets at end of year	2016-12-31	$70,336,917
Value of total assets at beginning of year	2016-12-31	$65,602,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$113,241
Total interest from all sources	2016-12-31	$164,826
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$840,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$835,366
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,655,816
Participant contributions at end of year	2016-12-31	$405,696
Participant contributions at beginning of year	2016-12-31	$374,339
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$457,275
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$384,051
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$464,514
Other income not declared elsewhere	2016-12-31	$161,665
Administrative expenses (other) incurred	2016-12-31	$113,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,734,593
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$70,336,917
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$65,602,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$59,903,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$55,313,423
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,538,759
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,410,685
Interest on participant loans	2016-12-31	$17,992
Interest earned on other investments	2016-12-31	$146,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,031,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$7,934,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,929,846
Net investment gain/loss from pooled separate accounts	2016-12-31	$93,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$184,993
Contributions received in cash from employer	2016-12-31	$883,575
Income. Dividends from common stock	2016-12-31	$5,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,324,715
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$168,085
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$280,768
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2016-12-31	941341042
2015 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-53,750
Total unrealized appreciation/depreciation of assets	2015-12-31	$-53,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,619,575
Total loss/gain on sale of assets	2015-12-31	$-2,924
Total of all expenses incurred	2015-12-31	$6,351,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,223,460
Value of total corrective distributions	2015-12-31	$1,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,989,373
Value of total assets at end of year	2015-12-31	$65,602,324
Value of total assets at beginning of year	2015-12-31	$69,334,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$126,797
Total interest from all sources	2015-12-31	$182,839
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,027,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,023,111
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,043,161
Participant contributions at end of year	2015-12-31	$374,339
Participant contributions at beginning of year	2015-12-31	$271,336
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$384,051
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$431,218
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,088
Other income not declared elsewhere	2015-12-31	$85,114
Administrative expenses (other) incurred	2015-12-31	$126,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,731,735
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$65,602,324
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$69,334,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$55,313,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$58,607,293
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,410,685
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,104,250
Interest on participant loans	2015-12-31	$16,517
Interest earned on other investments	2015-12-31	$166,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$7,934,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,676,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,585,330
Net investment gain/loss from pooled separate accounts	2015-12-31	$-23,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$184,993
Assets. Invements in employer securities at beginning of year	2015-12-31	$243,816
Contributions received in cash from employer	2015-12-31	$941,124
Income. Dividends from common stock	2015-12-31	$4,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,223,460
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$6,950
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$9,874
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2015-12-31	941341042
2014 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$31,300
Total unrealized appreciation/depreciation of assets	2014-12-31	$31,300
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	$7,737,724
Total loss/gain on sale of assets	2014-12-31	$-897
Total of all expenses incurred	2014-12-31	$6,203,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,073,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,978,985
Value of total assets at end of year	2014-12-31	$69,334,059
Value of total assets at beginning of year	2014-12-31	$67,799,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$130,022
Total interest from all sources	2014-12-31	$174,534
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$924,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$924,283
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$3,023,204
Participant contributions at end of year	2014-12-31	$271,336
Participant contributions at beginning of year	2014-12-31	$284,050
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$431,218
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$218,503
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22,435
Other income not declared elsewhere	2014-12-31	$136,913
Administrative expenses (other) incurred	2014-12-31	$130,022
Total non interest bearing cash at beginning of year	2014-12-31	$278
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	$1,534,192
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$69,334,059
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$67,799,867
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	$58,607,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$59,074,583
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,104,250
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,004,612
Interest on participant loans	2014-12-31	$12,787
Interest earned on other investments	2014-12-31	$161,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,676,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,003,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,442,371
Net investment gain/loss from pooled separate accounts	2014-12-31	$50,235
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
Assets. Invements in employer securities at end of year	2014-12-31	$243,816
Assets. Invements in employer securities at beginning of year	2014-12-31	$214,689
Contributions received in cash from employer	2014-12-31	$933,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,073,510
Did the plan have assets held for investment	2014-12-31	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	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	No
Aggregate proceeds on sale of assets	2014-12-31	$5,625
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$6,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FRANK, REMERMAN & CO LLP
Accountancy firm EIN	2014-12-31	941341042
2013 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$110,169
Total unrealized appreciation/depreciation of assets	2013-12-31	$110,169
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	$13,713,740
Total loss/gain on sale of assets	2013-12-31	$-12,492
Total of all expenses incurred	2013-12-31	$4,337,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,187,581
Value of total corrective distributions	2013-12-31	$23,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,068,912
Value of total assets at end of year	2013-12-31	$67,799,867
Value of total assets at beginning of year	2013-12-31	$58,423,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$126,263
Total interest from all sources	2013-12-31	$161,702
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$838,807
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	$834,872
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$3,052,117
Participant contributions at end of year	2013-12-31	$284,050
Participant contributions at beginning of year	2013-12-31	$247,991
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$218,503
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$222,030
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$165,656
Other income not declared elsewhere	2013-12-31	$123,439
Administrative expenses (other) incurred	2013-12-31	$126,263
Total non interest bearing cash at end of year	2013-12-31	$278
Total non interest bearing cash at beginning of year	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	$9,376,090
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$67,799,867
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$58,423,777
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	$59,074,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$50,541,913
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,004,612
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$856,023
Interest on participant loans	2013-12-31	$12,754
Interest earned on other investments	2013-12-31	$148,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,003,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,426,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,331,823
Net investment gain/loss from pooled separate accounts	2013-12-31	$91,380
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
Assets. Invements in employer securities at end of year	2013-12-31	$214,689
Assets. Invements in employer securities at beginning of year	2013-12-31	$129,600
Contributions received in cash from employer	2013-12-31	$851,139
Income. Dividends from common stock	2013-12-31	$3,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,187,581
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
Aggregate proceeds on sale of assets	2013-12-31	$16,524
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$29,016
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	FRANK, RIMERMAN & CO LLP
Accountancy firm EIN	2013-12-31	941341042
2012 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$31,203
Total unrealized appreciation/depreciation of assets	2012-12-31	$31,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$10,538,068
Total loss/gain on sale of assets	2012-12-31	$-52,070
Total of all expenses incurred	2012-12-31	$7,993,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,903,713
Expenses. Certain deemed distributions of participant loans	2012-12-31	$-30,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,045,386
Value of total assets at end of year	2012-12-31	$58,423,777
Value of total assets at beginning of year	2012-12-31	$55,879,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$119,922
Total interest from all sources	2012-12-31	$179,497
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$849,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$845,692
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,888,331
Participant contributions at end of year	2012-12-31	$247,991
Participant contributions at beginning of year	2012-12-31	$209,057
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$222,030
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$233,743
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$334,007
Other income not declared elsewhere	2012-12-31	$120,005
Administrative expenses (other) incurred	2012-12-31	$119,922
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,544,761
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$58,423,777
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$55,879,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$50,541,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$47,473,870
Value of interest in pooled separate accounts at end of year	2012-12-31	$856,023
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$647,875
Interest on participant loans	2012-12-31	$11,647
Interest earned on other investments	2012-12-31	$167,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,426,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,117,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,293,103
Net investment gain/loss from pooled separate accounts	2012-12-31	$71,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$129,600
Assets. Invements in employer securities at beginning of year	2012-12-31	$197,095
Contributions received in cash from employer	2012-12-31	$823,048
Income. Dividends from common stock	2012-12-31	$3,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,903,713
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$50,210
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$102,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FRANK, RIMERMAN & CO LLP
Accountancy firm EIN	2012-12-31	941341042
2011 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-85,252
Total unrealized appreciation/depreciation of assets	2011-12-31	$-85,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,187,584
Total loss/gain on sale of assets	2011-12-31	$-3,006
Total of all expenses incurred	2011-12-31	$3,612,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,487,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,994,686
Value of total assets at end of year	2011-12-31	$55,879,016
Value of total assets at beginning of year	2011-12-31	$57,303,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$124,322
Total interest from all sources	2011-12-31	$217,362
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$906,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$902,414
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,001,863
Participant contributions at end of year	2011-12-31	$209,057
Participant contributions at beginning of year	2011-12-31	$190,888
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$233,743
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$383,160
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$197,993
Other income not declared elsewhere	2011-12-31	$90,458
Administrative expenses (other) incurred	2011-12-31	$124,322
Total non interest bearing cash at end of year	2011-12-31	$95
Total non interest bearing cash at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,424,649
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$55,879,016
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$57,303,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$47,473,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$49,631,147
Value of interest in pooled separate accounts at end of year	2011-12-31	$647,875
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$11,643
Interest earned on other investments	2011-12-31	$205,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$7,117,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$6,813,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,928,492
Net investment gain/loss from pooled separate accounts	2011-12-31	$-4,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$197,095
Assets. Invements in employer securities at beginning of year	2011-12-31	$285,098
Contributions received in cash from employer	2011-12-31	$794,830
Income. Dividends from common stock	2011-12-31	$4,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,487,911
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$3,945
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$6,951
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FRANK, RIMERMAN & CO., LLP
Accountancy firm EIN	2011-12-31	941341042
2010 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$78,999
Total unrealized appreciation/depreciation of assets	2010-12-31	$78,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$10,505,168
Total loss/gain on sale of assets	2010-12-31	$-3,458
Total of all expenses incurred	2010-12-31	$2,674,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,563,904
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,371
Value of total corrective distributions	2010-12-31	$858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,503,553
Value of total assets at end of year	2010-12-31	$57,303,665
Value of total assets at beginning of year	2010-12-31	$49,472,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$106,001
Total interest from all sources	2010-12-31	$234,949
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$826,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$822,324
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,871,872
Participant contributions at end of year	2010-12-31	$190,888
Participant contributions at beginning of year	2010-12-31	$232,165
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$383,160
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$302,450
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$66,943
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$15,771
Other income not declared elsewhere	2010-12-31	$167,980
Administrative expenses (other) incurred	2010-12-31	$106,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,831,034
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$57,303,665
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$49,472,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$49,631,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$42,841,384
Interest on participant loans	2010-12-31	$13,370
Interest earned on other investments	2010-12-31	$221,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$6,813,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$5,870,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,696,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$285,098
Assets. Invements in employer securities at beginning of year	2010-12-31	$209,993
Contributions received in cash from employer	2010-12-31	$564,738
Income. Dividends from common stock	2010-12-31	$4,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,563,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$4,637
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$8,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FRANK, RIMERMAN & CO., LLP
Accountancy firm EIN	2010-12-31	941341042
2009 : PALO ALTO RESEARCH CENTER 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PALO ALTO RESEARCH CENTER 401(K) PLAN

2021: PALO ALTO RESEARCH CENTER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PALO ALTO RESEARCH CENTER 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PALO ALTO RESEARCH CENTER 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PALO ALTO RESEARCH CENTER 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PALO ALTO RESEARCH CENTER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PALO ALTO RESEARCH CENTER 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PALO ALTO RESEARCH CENTER 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PALO ALTO RESEARCH CENTER 401(K) 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	No
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: PALO ALTO RESEARCH CENTER 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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
2012: PALO ALTO RESEARCH CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PALO ALTO RESEARCH CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PALO ALTO RESEARCH CENTER 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040461

Policy instance

Insurance contract or identification number	040461
Insurance policy start date	2018-01-01
Insurance policy end date	2018-11-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040461

Policy instance

Insurance contract or identification number	040461
Number of Individuals Covered	380
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40461

Policy instance

Insurance contract or identification number	40461
Number of Individuals Covered	372
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40461

Policy instance

Insurance contract or identification number	40461
Number of Individuals Covered	392
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40461

Policy instance

Insurance contract or identification number	40461
Number of Individuals Covered	392
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40461

Policy instance

Insurance contract or identification number	40461
Number of Individuals Covered	363
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40461

Policy instance

Insurance contract or identification number	40461
Number of Individuals Covered	408
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40461

Policy instance

Insurance contract or identification number	40461
Number of Individuals Covered	391
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	PALO ALTO RESEARCH CENTER
Employer identification number (EIN):	061568182
NAIC Classification:	541700