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| Plan Name | THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE PANETTA INSTITUTE |
| Employer identification number (EIN): | 770495799 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-01-01 | SYLVIA PANETTA | |||
| 001 | 2010-01-01 | SYLVIA PANETTA | |||
| 001 | 2009-01-01 | SYLVIA PANETTA | |||
| 001 | 2009-01-01 | SYLVIA PANETTA |
| Measure | Date | Value |
|---|---|---|
| 2011: THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 0 |
| 2010: THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| 2009: THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2011 : THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $176 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,557 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,557 |
| Total plan assets at end of year | 2011-12-31 | $0 |
| Total plan assets at beginning of year | 2011-12-31 | $3,381 |
| Other income received | 2011-12-31 | $176 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,381 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,381 |
| 2010 : THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $444 |
| Total plan assets at end of year | 2010-12-31 | $3,381 |
| Total plan assets at beginning of year | 2010-12-31 | $2,937 |
| Other income received | 2010-12-31 | $444 |
| Net income (gross income less expenses) | 2010-12-31 | $444 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,937 |
| 2011: THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | This submission is the final filing | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE LEON & SYLVIA PANETTA INSTITUTE FOR PUBLIC POLICY 403 B PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
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