401k Plan data: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN plan

BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 401k Plan overview

Plan Name	BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN
Plan identification number	003

BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) 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.
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.

401k Sponsoring company profile

BUCK INSTITUTE FOR RESEARCH ON AGING has sponsored the creation of one or more 401k plans.

Company Name: BUCK INSTITUTE FOR RESEARCH ON AGING

Employer identification number (EIN): 943030609

NAIC Classification: 541700

Additional information about BUCK INSTITUTE FOR RESEARCH ON AGING

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1546689

More information about BUCK INSTITUTE FOR RESEARCH ON AGING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 NANCY DERR NANCY DERR 2014-08-14
003 2012-01-01 NANCY DERR NANCY DERR 2013-07-29
003 2011-01-01 NANCY S. DERR NANCY S. DERR 2012-10-05
003 2010-01-01 NANCY S. DERR NANCY S. DERR 2011-10-12
003 2009-01-01 LISE CASTRO LISE CASTRO 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	NANCY DERR	NANCY DERR	2014-08-14
003	2012-01-01	NANCY DERR	NANCY DERR	2013-07-29
003	2011-01-01	NANCY S. DERR	NANCY S. DERR	2012-10-05
003	2010-01-01	NANCY S. DERR	NANCY S. DERR	2011-10-12
003	2009-01-01	LISE CASTRO	LISE CASTRO	2010-10-05

Plan Statistics for BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN

401k plan membership statisitcs for BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN

Measure Date Value
2013: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 135
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 112
Total of all active and inactive participants 2012-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 247
Number of participants with account balances 2012-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 105
Total of all active and inactive participants 2011-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 218
Number of participants with account balances 2011-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2010: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 112
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 92
Total of all active and inactive participants 2010-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 204
Number of participants with account balances 2010-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 11
2009: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
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 78
Total of all active and inactive participants 2009-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 192
Number of participants with account balances 2009-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2013: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	135
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	112
Total of all active and inactive participants	2012-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	247
Number of participants with account balances	2012-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
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	105
Total of all active and inactive participants	2011-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	218
Number of participants with account balances	2011-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2010: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	112
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	92
Total of all active and inactive participants	2010-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	204
Number of participants with account balances	2010-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	11
2009: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
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	78
Total of all active and inactive participants	2009-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	192
Number of participants with account balances	2009-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN

Measure	Date	Value
2013 : BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-09	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-09	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-09	$0
Total income from all sources (including contributions)	2013-12-09	$960,849
Total loss/gain on sale of assets	2013-12-09	$0
Total of all expenses incurred	2013-12-09	$6,753,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-09	$6,752,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-09	$265,340
Value of total assets at end of year	2013-12-09	$0
Value of total assets at beginning of year	2013-12-09	$5,792,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-09	$627
Total interest from all sources	2013-12-09	$43,509
Total dividends received (eg from common stock, registered investment company shares)	2013-12-09	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-09	$0
Was this plan covered by a fidelity bond	2013-12-09	Yes
Value of fidelity bond cover	2013-12-09	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-09	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-09	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-09	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-09	$7,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-09	No
Value of net income/loss	2013-12-09	$-5,792,608
Value of net assets at end of year (total assets less liabilities)	2013-12-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-09	$5,792,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-09	No
Were any leases to which the plan was party in default or uncollectible	2013-12-09	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-09	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-09	$4,456,295
Value of interest in pooled separate accounts at end of year	2013-12-09	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-09	$65,911
Interest earned on other investments	2013-12-09	$43,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-09	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-09	$1,095,368
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-09	$120,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-09	$644,696
Net investment gain/loss from pooled separate accounts	2013-12-09	$7,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-09	No
Was there a failure to transmit to the plan any participant contributions	2013-12-09	No
Has the plan failed to provide any benefit when due under the plan	2013-12-09	No
Contributions received in cash from employer	2013-12-09	$257,378
Employer contributions (assets) at end of year	2013-12-09	$0
Employer contributions (assets) at beginning of year	2013-12-09	$175,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-09	$6,632,102
Contract administrator fees	2013-12-09	$627
Did the plan have assets held for investment	2013-12-09	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	2013-12-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-09	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-09	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-09	Disclaimer
Accountancy firm name	2013-12-09	SILICON VALLEY ACCOUNTANCY CORP
Accountancy firm EIN	2013-12-09	770573994
2012 : BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,139,998
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$120,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$120,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$610,164
Value of total assets at end of year	2012-12-31	$5,792,608
Value of total assets at beginning of year	2012-12-31	$4,773,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$41,893
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,946
Other income not declared elsewhere	2012-12-31	$677
Administrative expenses (other) incurred	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$1,019,199
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,792,608
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,773,409
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	$4,456,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,588,715
Value of interest in pooled separate accounts at end of year	2012-12-31	$65,911
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$27,675
Interest earned on other investments	2012-12-31	$41,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,095,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$988,691
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$17,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$483,188
Net investment gain/loss from pooled separate accounts	2012-12-31	$4,076
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
Contributions received in cash from employer	2012-12-31	$602,218
Employer contributions (assets) at end of year	2012-12-31	$175,034
Employer contributions (assets) at beginning of year	2012-12-31	$168,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$103,097
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
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	SILICON VALLEY ACCOUNTANCY CORP
Accountancy firm EIN	2012-12-31	770573994
2011 : BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$586,300
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$170,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$169,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$537,196
Value of total assets at end of year	2011-12-31	$4,773,409
Value of total assets at beginning of year	2011-12-31	$4,357,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$590
Total interest from all sources	2011-12-31	$38,539
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	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
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,929
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	$415,798
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,773,409
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,357,611
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	$3,588,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,281,796
Value of interest in pooled separate accounts at end of year	2011-12-31	$27,675
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$27,461
Interest earned on other investments	2011-12-31	$38,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$988,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$900,477
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$8,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$5,712
Net investment gain/loss from pooled separate accounts	2011-12-31	$4,853
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
Contributions received in cash from employer	2011-12-31	$529,267
Employer contributions (assets) at end of year	2011-12-31	$168,328
Employer contributions (assets) at beginning of year	2011-12-31	$147,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$161,341
Contract administrator fees	2011-12-31	$590
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
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	SILICON VALLEY ACCOUNTANCY CORP
Accountancy firm EIN	2011-12-31	770573994
2010 : BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$751,401
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$100,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$100,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$386,551
Value of total assets at end of year	2010-12-31	$4,357,611
Value of total assets at beginning of year	2010-12-31	$3,706,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$33,091
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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
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	$651,183
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,357,611
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,706,428
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	$3,281,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,777,001
Value of interest in pooled separate accounts at end of year	2010-12-31	$27,461
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest earned on other investments	2010-12-31	$33,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$900,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$795,020
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$12,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$329,779
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,980
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
Contributions received in cash from employer	2010-12-31	$386,551
Employer contributions (assets) at end of year	2010-12-31	$147,877
Employer contributions (assets) at beginning of year	2010-12-31	$134,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$87,985
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SILICON VALLEY ACCOUNTANCY CORP
Accountancy firm EIN	2010-12-31	770573994
2009 : BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) 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 BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN

2013: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) 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: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) 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 benefit arrangement – Insurance	Yes
2010: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BUCK INSTITUTE FOR RESEARCH ON AGING DC 401(A) 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 benefit arrangement – Insurance	Yes

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Company Name:	BUCK INSTITUTE FOR RESEARCH ON AGING
Employer identification number (EIN):	943030609
NAIC Classification:	541700

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1546689