Fidelity bond in place
No
Filing570 Montroyal RoadRural Hall, NC 27045
ROBERT H WAGER COMPANY, INC. 401K PLAN PLAN
ROBERT H. WAGER CO., INC. • EIN 01-0689786 • Rural Hall, NC • Plan year 2006
Filing Insights
Participants
Down18 → 17
-1 • -5.56%
Assets
Up$458,972 → $559,943
$100,971 • 22.00%
Investment Management Fee
-
Admin expenses - • Total expenses $4,575
Filing Details
Context- Net investment result
- $100,971
- Pension payor EIN
- 04-3157927
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $3,345,378 | $246,100 | $9,465iApproximate average salary by contribution assumption: employee only about $236,635 at 4% or $157,756 at 6%; with 50% employer match about $157,756 at 4% or $105,171 at 6%; with 100% employer match about $118,317 at 4% or $78,878 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 26 | $3,345,378 | $246,100 | $9,465iApproximate average salary by contribution assumption: employee only about $236,635 at 4% or $157,756 at 6%; with 50% employer match about $157,756 at 4% or $105,171 at 6%; with 100% employer match about $118,317 at 4% or $78,878 at 6%. |
| 2024 | 1 | 28 | $3,691,106 | $230,014 | $8,215iApproximate average salary by contribution assumption: employee only about $205,370 at 4% or $136,913 at 6%; with 50% employer match about $136,913 at 4% or $91,275 at 6%; with 100% employer match about $102,685 at 4% or $68,457 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 28 | $3,691,106 | $230,014 | $8,215iApproximate average salary by contribution assumption: employee only about $205,370 at 4% or $136,913 at 6%; with 50% employer match about $136,913 at 4% or $91,275 at 6%; with 100% employer match about $102,685 at 4% or $68,457 at 6%. |
| 2023 | 1 | 29 | $3,144,834 | $190,182 | $6,558iApproximate average salary by contribution assumption: employee only about $163,950 at 4% or $109,300 at 6%; with 50% employer match about $109,300 at 4% or $72,867 at 6%; with 100% employer match about $81,975 at 4% or $54,650 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 29 | $3,144,834 | $190,182 | $6,558iApproximate average salary by contribution assumption: employee only about $163,950 at 4% or $109,300 at 6%; with 50% employer match about $109,300 at 4% or $72,867 at 6%; with 100% employer match about $81,975 at 4% or $54,650 at 6%. |
| 2022 | 1 | 28 | $2,688,698 | $195,334 | $6,976iApproximate average salary by contribution assumption: employee only about $174,405 at 4% or $116,270 at 6%; with 50% employer match about $116,270 at 4% or $77,513 at 6%; with 100% employer match about $87,203 at 4% or $58,135 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 28 | $2,688,698 | $195,334 | $6,976iApproximate average salary by contribution assumption: employee only about $174,405 at 4% or $116,270 at 6%; with 50% employer match about $116,270 at 4% or $77,513 at 6%; with 100% employer match about $87,203 at 4% or $58,135 at 6%. |
| 2021 | 1 | 27 | $3,400,736 | $120,852 | $4,476iApproximate average salary by contribution assumption: employee only about $111,900 at 4% or $74,600 at 6%; with 50% employer match about $74,600 at 4% or $49,733 at 6%; with 100% employer match about $55,950 at 4% or $37,300 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 27 | $3,400,736 | $120,852 | $4,476iApproximate average salary by contribution assumption: employee only about $111,900 at 4% or $74,600 at 6%; with 50% employer match about $74,600 at 4% or $49,733 at 6%; with 100% employer match about $55,950 at 4% or $37,300 at 6%. |
| 2020 | 1 | 29 | $3,474,363 | $125,846 | $4,340iApproximate average salary by contribution assumption: employee only about $108,488 at 4% or $72,325 at 6%; with 50% employer match about $72,325 at 4% or $48,217 at 6%; with 100% employer match about $54,244 at 4% or $36,163 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 29 | $3,474,363 | $125,846 | $4,340iApproximate average salary by contribution assumption: employee only about $108,488 at 4% or $72,325 at 6%; with 50% employer match about $72,325 at 4% or $48,217 at 6%; with 100% employer match about $54,244 at 4% or $36,163 at 6%. |
| 2019 | 1 | 24 | $3,018,587 | $96,900 | $4,038iApproximate average salary by contribution assumption: employee only about $100,938 at 4% or $67,292 at 6%; with 50% employer match about $67,292 at 4% or $44,861 at 6%; with 100% employer match about $50,469 at 4% or $33,646 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401(K) PLAN | - | 24 | $3,018,587 | $96,900 | $4,038iApproximate average salary by contribution assumption: employee only about $100,938 at 4% or $67,292 at 6%; with 50% employer match about $67,292 at 4% or $44,861 at 6%; with 100% employer match about $50,469 at 4% or $33,646 at 6%. |
| 2018 | 1 | 25 | $2,418,836 | $87,430 | $3,497iApproximate average salary by contribution assumption: employee only about $87,430 at 4% or $58,287 at 6%; with 50% employer match about $58,287 at 4% or $38,858 at 6%; with 100% employer match about $43,715 at 4% or $29,143 at 6%. |
| ROBERT H. WAGER COMPANY, INC 401(K) PLAN | - | 25 | $2,418,836 | $87,430 | $3,497iApproximate average salary by contribution assumption: employee only about $87,430 at 4% or $58,287 at 6%; with 50% employer match about $58,287 at 4% or $38,858 at 6%; with 100% employer match about $43,715 at 4% or $29,143 at 6%. |
| 2017 | 1 | 24 | $2,660,847 | $229,730 | $9,572iApproximate average salary by contribution assumption: employee only about $239,302 at 4% or $159,535 at 6%; with 50% employer match about $159,535 at 4% or $106,356 at 6%; with 100% employer match about $119,651 at 4% or $79,767 at 6%. |
| ROBERT H. WAGER COMPANY, INC 401(K) PLAN | - | 24 | $2,660,847 | $229,730 | $9,572iApproximate average salary by contribution assumption: employee only about $239,302 at 4% or $159,535 at 6%; with 50% employer match about $159,535 at 4% or $106,356 at 6%; with 100% employer match about $119,651 at 4% or $79,767 at 6%. |
| 2016 | 1 | 27 | $2,072,768 | $51,822 | $1,919iApproximate average salary by contribution assumption: employee only about $47,983 at 4% or $31,989 at 6%; with 50% employer match about $31,989 at 4% or $21,326 at 6%; with 100% employer match about $23,992 at 4% or $15,994 at 6%. |
| ROBERT H. WAGER COMPANY, INC 401(K) PLAN | - | 27 | $2,072,768 | $51,822 | $1,919iApproximate average salary by contribution assumption: employee only about $47,983 at 4% or $31,989 at 6%; with 50% employer match about $31,989 at 4% or $21,326 at 6%; with 100% employer match about $23,992 at 4% or $15,994 at 6%. |
| 2015 | 1 | 23 | $1,884,434 | $174,590 | $7,591iApproximate average salary by contribution assumption: employee only about $189,772 at 4% or $126,514 at 6%; with 50% employer match about $126,514 at 4% or $84,343 at 6%; with 100% employer match about $94,886 at 4% or $63,257 at 6%. |
| ROBERT H. WAGER COMPANY, INC 401(K) PLAN | - | 23 | $1,884,434 | $174,590 | $7,591iApproximate average salary by contribution assumption: employee only about $189,772 at 4% or $126,514 at 6%; with 50% employer match about $126,514 at 4% or $84,343 at 6%; with 100% employer match about $94,886 at 4% or $63,257 at 6%. |
| 2014 | 1 | 23 | $1,769,183 | $171,252 | $7,446iApproximate average salary by contribution assumption: employee only about $186,143 at 4% or $124,096 at 6%; with 50% employer match about $124,096 at 4% or $82,730 at 6%; with 100% employer match about $93,072 at 4% or $62,048 at 6%. |
| ROBERT H WAGER COMPANY, INC 401(K) PLAN | - | 23 | $1,769,183 | $171,252 | $7,446iApproximate average salary by contribution assumption: employee only about $186,143 at 4% or $124,096 at 6%; with 50% employer match about $124,096 at 4% or $82,730 at 6%; with 100% employer match about $93,072 at 4% or $62,048 at 6%. |
| 2013 | 1 | 19 | $1,538,162 | $50,813 | $2,674iApproximate average salary by contribution assumption: employee only about $66,859 at 4% or $44,573 at 6%; with 50% employer match about $44,573 at 4% or $29,715 at 6%; with 100% employer match about $33,430 at 4% or $22,286 at 6%. |
| ROBERT H WAGER COMPANY, INC 401(K) PLAN | - | 19 | $1,538,162 | $50,813 | $2,674iApproximate average salary by contribution assumption: employee only about $66,859 at 4% or $44,573 at 6%; with 50% employer match about $44,573 at 4% or $29,715 at 6%; with 100% employer match about $33,430 at 4% or $22,286 at 6%. |
| 2012 | 1 | 20 | $1,247,274 | $170,011 | $8,501iApproximate average salary by contribution assumption: employee only about $212,514 at 4% or $141,676 at 6%; with 50% employer match about $141,676 at 4% or $94,451 at 6%; with 100% employer match about $106,257 at 4% or $70,838 at 6%. |
| ROBERT H WAGER COMPANY, INC 401(K) PLAN | - | 20 | $1,247,274 | $170,011 | $8,501iApproximate average salary by contribution assumption: employee only about $212,514 at 4% or $141,676 at 6%; with 50% employer match about $141,676 at 4% or $94,451 at 6%; with 100% employer match about $106,257 at 4% or $70,838 at 6%. |
| 2011 | 1 | 15 | $860,016 | $136,371 | $9,091iApproximate average salary by contribution assumption: employee only about $227,285 at 4% or $151,523 at 6%; with 50% employer match about $151,523 at 4% or $101,016 at 6%; with 100% employer match about $113,643 at 4% or $75,762 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401(K) PLAN | - | 15 | $860,016 | $136,371 | $9,091iApproximate average salary by contribution assumption: employee only about $227,285 at 4% or $151,523 at 6%; with 50% employer match about $151,523 at 4% or $101,016 at 6%; with 100% employer match about $113,643 at 4% or $75,762 at 6%. |
| 2010 | 1 | 18 | $842,147 | $94,874 | $5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,885 at 4% or $43,923 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401(K) PLAN | - | 18 | $842,147 | $94,874 | $5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,885 at 4% or $43,923 at 6%. |
| 2009 | 1 | 20 | $741,444 | $148,318 | $7,416iApproximate average salary by contribution assumption: employee only about $185,398 at 4% or $123,598 at 6%; with 50% employer match about $123,598 at 4% or $82,399 at 6%; with 100% employer match about $92,699 at 4% or $61,799 at 6%. |
| ROBERT H WAGER COMPANY INC 401K PLAN | - | 20 | $741,444 | $148,318 | $7,416iApproximate average salary by contribution assumption: employee only about $185,398 at 4% or $123,598 at 6%; with 50% employer match about $123,598 at 4% or $82,399 at 6%; with 100% employer match about $92,699 at 4% or $61,799 at 6%. |
| 2008 | 1 | 19 | $483,865 | $168,156 | $8,850iApproximate average salary by contribution assumption: employee only about $221,258 at 4% or $147,505 at 6%; with 50% employer match about $147,505 at 4% or $98,337 at 6%; with 100% employer match about $110,629 at 4% or $73,753 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401K PLAN | - | 19 | $483,865 | $168,156 | $8,850iApproximate average salary by contribution assumption: employee only about $221,258 at 4% or $147,505 at 6%; with 50% employer match about $147,505 at 4% or $98,337 at 6%; with 100% employer match about $110,629 at 4% or $73,753 at 6%. |
| 2007 | 1 | 21 | $667,816 | $65,995 | $3,143iApproximate average salary by contribution assumption: employee only about $78,565 at 4% or $52,377 at 6%; with 50% employer match about $52,377 at 4% or $34,918 at 6%; with 100% employer match about $39,283 at 4% or $26,188 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401K PLAN PLAN | - | 21 | $667,816 | $65,995 | $3,143iApproximate average salary by contribution assumption: employee only about $78,565 at 4% or $52,377 at 6%; with 50% employer match about $52,377 at 4% or $34,918 at 6%; with 100% employer match about $39,283 at 4% or $26,188 at 6%. |
| 2006 | 2 | 17 | $559,943 | $96,810 | $5,695iApproximate average salary by contribution assumption: employee only about $142,368 at 4% or $94,912 at 6%; with 50% employer match about $94,912 at 4% or $63,275 at 6%; with 100% employer match about $71,184 at 4% or $47,456 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401K PLAN PLAN | Current | 17 | $559,943 | $56,110 | $3,301iApproximate average salary by contribution assumption: employee only about $82,515 at 4% or $55,010 at 6%; with 50% employer match about $55,010 at 4% or $36,673 at 6%; with 100% employer match about $41,257 at 4% or $27,505 at 6%. |
| GROUP PENSION PLAN FOR EMPLOYEES OF ROBERT H. WAGER CO., INC. | - | 0 | - | $40,700 | - |
| 2005 | 2 | 18 | $837,403 | $95,889 | $5,327iApproximate average salary by contribution assumption: employee only about $133,179 at 4% or $88,786 at 6%; with 50% employer match about $88,786 at 4% or $59,191 at 6%; with 100% employer match about $66,590 at 4% or $44,393 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401K PLAN | - | 18 | $458,972 | $51,889 | $2,883iApproximate average salary by contribution assumption: employee only about $72,068 at 4% or $48,045 at 6%; with 50% employer match about $48,045 at 4% or $32,030 at 6%; with 100% employer match about $36,034 at 4% or $24,023 at 6%. |
| GROUP PENSION PLAN FOR EMPLOYEES OF ROBERT H. WAGER CO., INC. | - | 1 | $378,431 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2004 | 2 | 16 | $386,468 | $55,838 | $3,490iApproximate average salary by contribution assumption: employee only about $87,247 at 4% or $58,165 at 6%; with 50% employer match about $58,165 at 4% or $38,776 at 6%; with 100% employer match about $43,623 at 4% or $29,082 at 6%. |
| ROBERT H WAGER COMPANY, INC. 401K PLAN | - | 16 | $386,468 | $55,838 | $3,490iApproximate average salary by contribution assumption: employee only about $87,247 at 4% or $58,165 at 6%; with 50% employer match about $58,165 at 4% or $38,776 at 6%; with 100% employer match about $43,623 at 4% or $29,082 at 6%. |
| GROUP PENSION PLAN FOR EMPLOYEES OF ROBERT H. WAGER CO., INC. | - | 1 | - | - | - |
| 2003 | 2 | 17 | $361,592 | $44,162 | $2,598iApproximate average salary by contribution assumption: employee only about $64,944 at 4% or $43,296 at 6%; with 50% employer match about $43,296 at 4% or $28,864 at 6%; with 100% employer match about $32,472 at 4% or $21,648 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401K PLAN | - | 17 | $361,592 | $44,162 | $2,598iApproximate average salary by contribution assumption: employee only about $64,944 at 4% or $43,296 at 6%; with 50% employer match about $43,296 at 4% or $28,864 at 6%; with 100% employer match about $32,472 at 4% or $21,648 at 6%. |
| GROUP PENSION PLAN FOR EMPLOYEES OF ROBERT H. WAGER CO., INC. | - | 1 | - | - | - |
| 2002 | 2 | 18 | $244,017 | $62,303 | $3,461iApproximate average salary by contribution assumption: employee only about $86,532 at 4% or $57,688 at 6%; with 50% employer match about $57,688 at 4% or $38,459 at 6%; with 100% employer match about $43,266 at 4% or $28,844 at 6%. |
| ROBERT H. WAGER COMPANY, INC. 401K PLAN | - | 18 | $244,017 | $62,303 | $3,461iApproximate average salary by contribution assumption: employee only about $86,532 at 4% or $57,688 at 6%; with 50% employer match about $57,688 at 4% or $38,459 at 6%; with 100% employer match about $43,266 at 4% or $28,844 at 6%. |
| GROUP PENSION PLAN FOR EMPLOYEES OF ROBERT H. WAGER CO., INC. | - | 1 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037008347318
- Form Id
- 85460075
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020378008347060002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: NEW YORK LIFE INSURANCE COMPANY
- Filing Id
- 84037008347318
- Form Id
- 85460075
- Schedule A EIN
- 01-0689786
- Schedule A Plan Num
- 003
- Schedule A Plan Year Begin Date
- 2006-01-01
- Schedule A Tax Period
- 20061231
- Ins Carrier Name
- NEW YORK LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 13-5582869
- Ins Carrier Naic Code
- 66915
- Ins Contract Num
- GA45038001
- Ins Prsn Covered End of year Count
- 18
- Ins Policy From Date
- 2006-01-01
- Ins Policy To Date
- 2006-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $505,570
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037008347318
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020378008347060003
- Row 2
- Filing Id
- 84037008347318
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- AIM MID CAP CORE EQ ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869166
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $22,768
- Row 3
- Filing Id
- 84037008347318
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- ARTISAN INTERNATIONAL
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869172
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $80,153
- Row 4
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- NYL STABLE VALUE ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869125
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $77,341
- Row 5
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- MAINSTAY S & P 500 INDEX
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869182
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $172
- Row 6
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- LORD ABBETT SMALL CAP VALUE ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869186
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $256
- Row 7
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- JANUS AVDISOR MID CAP VALUE ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869194
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $25,037
- Row 8
- Filing Id
- 84037008347318
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- ARTISAN MID CAP ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869167
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $57,659
- Row 9
- Filing Id
- 84037008347318
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- FIDELITY ADV DIV GRWTH
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869164
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $49,379
- Row 10
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- ALLIANZ RCM LG CAP GROWTH
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869165
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $69,267
- Row 11
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- PIMCO REAL RETURN BOND ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869175
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $28,113
- Row 12
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- VAN KAMPEN GRW & INC ACCT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869163
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $62,377
- Row 13
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- MAINSTAY BALANCED ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869171
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,058
- Row 14
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- MAINSTAY INDEX BOND ACCOUNT
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869174
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $26,991
- Row 15
- Filing Id
- 84037008347318
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 6020378008347060003
- DFE P1 Entity 01 Name
- MAINSTAY MID CAP VALUE FUND
- DFE P1 Spons 01 Name
- NEW YORK LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 135582869148
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 16
- Filing Id
- 84037008347318
- Schedule D EIN
- 01-0689786
- Schedule D Plan number
- 003
- Schedule D Plan Year Begin Date
- 2006-01-01
- Schedule D Tax Period
- 20061231
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$559,943$100,971 change
Balance Sheet
Beginning and end of plan year.
Total assets$458,972$559,943Increase +$100,971 (22.00%)
Total liabilities$0$0No change $0
Net assets$458,972$559,943Increase +$100,971 (22.00%)
Contributions
Employer contributions$0
Participant contributions$56,110
Other contributions$0
Income & Expenses
Total income$105,546
Total expenses$4,575
Net income$100,971
Source fields
- Schedule I source fields
- Filing Id
- 84037008347318
- Schedule I EIN
- 01-0689786
- Schedule I Plan Num
- 003
- Schedule I Plan Year Begin Date
- 2006-01-01
- Schedule I Tax Period
- 20061231
- Small plan total assets at beginning of year
- $458,972
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $458,972
- Small plan total assets at end of year
- $559,943
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $559,943
- Small plan employer contributions
- $0
- Small plan participant contributions
- $56,110
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $49,436
- Small plan total income
- $105,546
- Small plan total benefit distributions
- $4,475
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $100
- Small plan total expenses
- $4,575
- Small plan net income or loss
- $100,971
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- Yes
- Small Mortg Participants End of year Amount
- $48,507
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- No
- Small plan fidelity bond amount
- $0
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN04-3157927
Transfers
Distributed property value$0
Schedule R source fields
- Payor 04-3157927
- Filing Id
- 84037008347318
- Schedule R EIN
- 01-0689786
- Schedule R Plan number
- 003
- Schedule R Plan Year Begin Date
- 2006-01-01
- Schedule R Tax Period
- 20061231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 04-3157927
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- 3
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Chg Fndng Method Indicator
- 3
- Pension Amdmt Incr Valuation Bnft Indicator
- 3
- Pension Satisfy Cover Basis Code
- 1