Fidelity bond in place
Yes
Filing
Competitive Computing 401K Plan
Competitive Computing Inc. • EIN 03-0338043 • Plan year 2008
Filing Insights
Participants
Down54 → 39
-15 • -27.78%
Assets
Down$3,600,827 → $2,275,300
-$1,325,527 • -36.81%
Investment Management Fee
-
Admin expenses - • Total expenses $233,370
Filing Details
Context- Net investment result
- $-1,325,527
- Pension payor EIN
- 01-0233346
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Competitive Computing 401K Plan | - | 0 | $0 | - | - |
| 2020 | 1 | 88 | $13,763,143 | $1,025,881 | $11,658iApproximate average salary by contribution assumption: employee only about $291,443 at 4% or $194,296 at 6%; with 50% employer match about $194,296 at 4% or $129,530 at 6%; with 100% employer match about $145,722 at 4% or $97,148 at 6%. |
| Competitive Computing 401K Plan | - | 88 | $13,763,143 | $1,025,881 | $11,658iApproximate average salary by contribution assumption: employee only about $291,443 at 4% or $194,296 at 6%; with 50% employer match about $194,296 at 4% or $129,530 at 6%; with 100% employer match about $145,722 at 4% or $97,148 at 6%. |
| 2019 | 1 | 91 | $11,004,642 | $721,049 | $7,924iApproximate average salary by contribution assumption: employee only about $198,090 at 4% or $132,060 at 6%; with 50% employer match about $132,060 at 4% or $88,040 at 6%; with 100% employer match about $99,045 at 4% or $66,030 at 6%. |
| Competitive Computing 401K Plan | - | 91 | $11,004,642 | $721,049 | $7,924iApproximate average salary by contribution assumption: employee only about $198,090 at 4% or $132,060 at 6%; with 50% employer match about $132,060 at 4% or $88,040 at 6%; with 100% employer match about $99,045 at 4% or $66,030 at 6%. |
| 2018 | 1 | 86 | $9,037,053 | $982,959 | $11,430iApproximate average salary by contribution assumption: employee only about $285,744 at 4% or $190,496 at 6%; with 50% employer match about $190,496 at 4% or $126,997 at 6%; with 100% employer match about $142,872 at 4% or $95,248 at 6%. |
| Competitive Computing 401K Plan | - | 86 | $9,037,053 | $982,959 | $11,430iApproximate average salary by contribution assumption: employee only about $285,744 at 4% or $190,496 at 6%; with 50% employer match about $190,496 at 4% or $126,997 at 6%; with 100% employer match about $142,872 at 4% or $95,248 at 6%. |
| 2017 | 1 | 78 | $9,590,759 | $579,019 | $7,423iApproximate average salary by contribution assumption: employee only about $185,583 at 4% or $123,722 at 6%; with 50% employer match about $123,722 at 4% or $82,481 at 6%; with 100% employer match about $92,792 at 4% or $61,861 at 6%. |
| Competitive Computing 401K Plan | - | 78 | $9,590,759 | $579,019 | $7,423iApproximate average salary by contribution assumption: employee only about $185,583 at 4% or $123,722 at 6%; with 50% employer match about $123,722 at 4% or $82,481 at 6%; with 100% employer match about $92,792 at 4% or $61,861 at 6%. |
| 2016 | 1 | 75 | $7,506,945 | $588,452 | $7,846iApproximate average salary by contribution assumption: employee only about $196,151 at 4% or $130,767 at 6%; with 50% employer match about $130,767 at 4% or $87,178 at 6%; with 100% employer match about $98,075 at 4% or $65,384 at 6%. |
| Competitive Computing 401K Plan | - | 75 | $7,506,945 | $588,452 | $7,846iApproximate average salary by contribution assumption: employee only about $196,151 at 4% or $130,767 at 6%; with 50% employer match about $130,767 at 4% or $87,178 at 6%; with 100% employer match about $98,075 at 4% or $65,384 at 6%. |
| 2015 | 1 | 71 | $6,875,870 | $547,075 | $7,705iApproximate average salary by contribution assumption: employee only about $192,632 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%. |
| Competitive Computing 401K Plan | - | 71 | $6,875,870 | $547,075 | $7,705iApproximate average salary by contribution assumption: employee only about $192,632 at 4% or $128,421 at 6%; with 50% employer match about $128,421 at 4% or $85,614 at 6%; with 100% employer match about $96,316 at 4% or $64,211 at 6%. |
| 2014 | 1 | 80 | $8,220,771 | $724,463 | $9,056iApproximate average salary by contribution assumption: employee only about $226,395 at 4% or $150,930 at 6%; with 50% employer match about $150,930 at 4% or $100,620 at 6%; with 100% employer match about $113,197 at 4% or $75,465 at 6%. |
| Competitive Computing 401K Plan | - | 80 | $8,220,771 | $724,463 | $9,056iApproximate average salary by contribution assumption: employee only about $226,395 at 4% or $150,930 at 6%; with 50% employer match about $150,930 at 4% or $100,620 at 6%; with 100% employer match about $113,197 at 4% or $75,465 at 6%. |
| 2013 | 1 | 88 | $7,782,353 | $987,766 | $11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%. |
| Competitive Computing 401K Plan | - | 88 | $7,782,353 | $987,766 | $11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%. |
| 2012 | 1 | 76 | $5,386,236 | $712,820 | $9,379iApproximate average salary by contribution assumption: employee only about $234,480 at 4% or $156,320 at 6%; with 50% employer match about $156,320 at 4% or $104,213 at 6%; with 100% employer match about $117,240 at 4% or $78,160 at 6%. |
| Competitive Computing 401K Plan | - | 76 | $5,386,236 | $712,820 | $9,379iApproximate average salary by contribution assumption: employee only about $234,480 at 4% or $156,320 at 6%; with 50% employer match about $156,320 at 4% or $104,213 at 6%; with 100% employer match about $117,240 at 4% or $78,160 at 6%. |
| 2011 | 1 | 55 | $4,182,455 | $453,818 | $8,251iApproximate average salary by contribution assumption: employee only about $206,281 at 4% or $137,521 at 6%; with 50% employer match about $137,521 at 4% or $91,680 at 6%; with 100% employer match about $103,140 at 4% or $68,760 at 6%. |
| Competitive Computing 401K Plan | - | 55 | $4,182,455 | $453,818 | $8,251iApproximate average salary by contribution assumption: employee only about $206,281 at 4% or $137,521 at 6%; with 50% employer match about $137,521 at 4% or $91,680 at 6%; with 100% employer match about $103,140 at 4% or $68,760 at 6%. |
| 2010 | 1 | 49 | $4,072,393 | $345,018 | $7,041iApproximate average salary by contribution assumption: employee only about $176,030 at 4% or $117,353 at 6%; with 50% employer match about $117,353 at 4% or $78,235 at 6%; with 100% employer match about $88,015 at 4% or $58,677 at 6%. |
| Competitive Computing 401K Plan | - | 49 | $4,072,393 | $345,018 | $7,041iApproximate average salary by contribution assumption: employee only about $176,030 at 4% or $117,353 at 6%; with 50% employer match about $117,353 at 4% or $78,235 at 6%; with 100% employer match about $88,015 at 4% or $58,677 at 6%. |
| 2009 | 1 | 61 | $3,331,060 | $319,529 | $5,238iApproximate average salary by contribution assumption: employee only about $130,955 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,652 at 6%. |
| Competitive Computing 401K Plan | - | 61 | $3,331,060 | $319,529 | $5,238iApproximate average salary by contribution assumption: employee only about $130,955 at 4% or $87,303 at 6%; with 50% employer match about $87,303 at 4% or $58,202 at 6%; with 100% employer match about $65,477 at 4% or $43,652 at 6%. |
| 2008 | 1 | 39 | $2,275,300 | $326,386 | $8,369iApproximate average salary by contribution assumption: employee only about $209,222 at 4% or $139,481 at 6%; with 50% employer match about $139,481 at 4% or $92,987 at 6%; with 100% employer match about $104,611 at 4% or $69,741 at 6%. |
| Competitive Computing 401K Plan | Current | 39 | $2,275,300 | $326,386 | $8,369iApproximate average salary by contribution assumption: employee only about $209,222 at 4% or $139,481 at 6%; with 50% employer match about $139,481 at 4% or $92,987 at 6%; with 100% employer match about $104,611 at 4% or $69,741 at 6%. |
| 2007 | 1 | 34 | $3,600,827 | $316,366 | $9,305iApproximate average salary by contribution assumption: employee only about $232,622 at 4% or $155,081 at 6%; with 50% employer match about $155,081 at 4% or $103,388 at 6%; with 100% employer match about $116,311 at 4% or $77,541 at 6%. |
| Competitive Computing 401K Plan | - | 34 | $3,600,827 | $316,366 | $9,305iApproximate average salary by contribution assumption: employee only about $232,622 at 4% or $155,081 at 6%; with 50% employer match about $155,081 at 4% or $103,388 at 6%; with 100% employer match about $116,311 at 4% or $77,541 at 6%. |
| 2005 | 1 | 40 | $2,775,987 | $287,853 | $7,196iApproximate average salary by contribution assumption: employee only about $179,908 at 4% or $119,939 at 6%; with 50% employer match about $119,939 at 4% or $79,959 at 6%; with 100% employer match about $89,954 at 4% or $59,969 at 6%. |
| Competitive Computing 401K Plan | - | 40 | $2,775,987 | $287,853 | $7,196iApproximate average salary by contribution assumption: employee only about $179,908 at 4% or $119,939 at 6%; with 50% employer match about $119,939 at 4% or $79,959 at 6%; with 100% employer match about $89,954 at 4% or $59,969 at 6%. |
| 2004 | 1 | 43 | $2,502,345 | $378,115 | $8,793iApproximate average salary by contribution assumption: employee only about $219,834 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%. |
| Competitive Computing 401K Plan | - | 43 | $2,502,345 | $378,115 | $8,793iApproximate average salary by contribution assumption: employee only about $219,834 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%. |
| 2003 | 1 | 42 | $1,955,861 | $387,781 | $9,233iApproximate average salary by contribution assumption: employee only about $230,822 at 4% or $153,881 at 6%; with 50% employer match about $153,881 at 4% or $102,588 at 6%; with 100% employer match about $115,411 at 4% or $76,941 at 6%. |
| Competitive Computing 401K Plan | - | 42 | $1,955,861 | $387,781 | $9,233iApproximate average salary by contribution assumption: employee only about $230,822 at 4% or $153,881 at 6%; with 50% employer match about $153,881 at 4% or $102,588 at 6%; with 100% employer match about $115,411 at 4% or $76,941 at 6%. |
| 2002 | 1 | 41 | $1,214,183 | $295,681 | $7,212iApproximate average salary by contribution assumption: employee only about $180,293 at 4% or $120,196 at 6%; with 50% employer match about $120,196 at 4% or $80,130 at 6%; with 100% employer match about $90,147 at 4% or $60,098 at 6%. |
| Competitive Computing 401K Plan | - | 41 | $1,214,183 | $295,681 | $7,212iApproximate average salary by contribution assumption: employee only about $180,293 at 4% or $120,196 at 6%; with 50% employer match about $120,196 at 4% or $80,130 at 6%; with 100% employer match about $90,147 at 4% or $60,098 at 6%. |
| 2001 | 1 | 42 | $1,310,500 | $339,649 | $8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,781 at 6%; with 50% employer match about $134,781 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%. |
| Competitive Computing 401K Plan | - | 42 | $1,310,500 | $339,649 | $8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,781 at 6%; with 50% employer match about $134,781 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%. |
| 2000 | 1 | 55 | $1,362,955 | $384,719 | $6,995iApproximate average salary by contribution assumption: employee only about $174,872 at 4% or $116,582 at 6%; with 50% employer match about $116,582 at 4% or $77,721 at 6%; with 100% employer match about $87,436 at 4% or $58,291 at 6%. |
| Competitive Computing 401K Plan | - | 55 | $1,362,955 | $384,719 | $6,995iApproximate average salary by contribution assumption: employee only about $174,872 at 4% or $116,582 at 6%; with 50% employer match about $116,582 at 4% or $77,721 at 6%; with 100% employer match about $87,436 at 4% or $58,291 at 6%. |
| 1999 | 2 | 43 | $1,243,325 | $265,178 | $6,167iApproximate average salary by contribution assumption: employee only about $154,173 at 4% or $102,782 at 6%; with 50% employer match about $102,782 at 4% or $68,521 at 6%; with 100% employer match about $77,087 at 4% or $51,391 at 6%. |
| Competitive Computing 401K Plan | - | 42 | $1,243,325 | $265,178 | $6,314iApproximate average salary by contribution assumption: employee only about $157,844 at 4% or $105,229 at 6%; with 50% employer match about $105,229 at 4% or $70,153 at 6%; with 100% employer match about $78,922 at 4% or $52,615 at 6%. |
| Competitive Computing Inc. Employee Medical Plan | - | 43 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037128000179
- Form Id
- 95893800
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8550379128000170001
- Ins Broker 01 Name
- HICKOK & BOARDMAN RETIREMENT SOL
- Ins Broker 01 Street Addr
- 346 SHELBURNE RD
- Ins Broker 01 City
- BURLINGTON, VT 05401
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $7,603
- Ins Broker Fees Pd 01 Text
- RIA FEES
- Ins Broker 01 Code
- 7
- Row 2
- Filing Id
- 86037128000179
- Form Id
- 95893800
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 8550379128000170001
- Ins Broker 01 Name
- PENSION WORKS, INC.
- Ins Broker 01 Street Addr
- 382 HERCULES DRIVE
- Ins Broker 01 City
- COLCHESTER
- Ins Broker 01 State
- VT
- Ins Broker 01 ZIP Code
- 05446
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $1,808
- Ins Broker Fees Pd 01 Text
- ADMINISTRATIVE EXPENSE REIMBURSEMENTS
- Ins Broker 01 Code
- 5
- Row 3
- Filing Id
- 86037128000179
- Form Id
- 95893800
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 8550379128000170001
- Ins Broker 01 Name
- FUND COMPANIES
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $69
- Ins Broker Fees Pd 01 Text
- REDEMPTION FEES
- Ins Broker 01 Code
- 6
- Row 4
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.
- Filing Id
- 86037128000179
- Form Id
- 95893800
- Schedule A EIN
- 03-0338043
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2008-01-01
- Schedule A Tax Period
- 20081231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 63168
- Ins Prsn Covered End of year Count
- 48
- Ins Policy From Date
- 2008-01-01
- Ins Policy To Date
- 2008-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $9,480
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $2,234,901
- 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
- 86037128000179
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8550379128000170002
- Row 2
- Filing Id
- 86037128000179
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LIFESTYLE AGGRESSIVE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $40,908
- Row 3
- Filing Id
- 86037128000179
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LIFESTYLE GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $796,341
- Row 4
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- MID CAP INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $32,358
- Row 5
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- TEMPLETON WORLD
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $16,132
- Row 6
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- JENNISON GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $43,391
- Row 7
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- THE GROWTH FUND OF AMERICA
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $13,724
- Row 8
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- OPTIMIZED ALL CAP FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $21,748
- Row 9
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- COLUMBIA VALUE & RESTRUCTURING
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $38,604
- Row 10
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- T. ROWE PRICE SPECTRUM INC
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $40,174
- Row 11
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- SHORT-TERM FEDERAL
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $947
- Row 12
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- MONEY MARKET FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $174,175
- Row 13
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 8550379128000170002
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 14
- Filing Id
- 86037128000179
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LIFESTYLE BALANCED
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $29,820
- Row 15
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 8550379128000170002
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 16
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 8550379128000170002
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 17
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- SMALL CAP GROWTH INDEX
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $9,181
- Row 18
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- SMALL CAP INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $11,730
- Row 19
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- AMERICAN CENTURY SMALL CO
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $28,045
- Row 20
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- AMERICAN CENTURY VISTA
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $15,606
- Row 21
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LEGG MASON GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,560
- Row 22
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- MID CAP STOCK FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $25,593
- Row 23
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- T. ROWE PRICE BLUE CHIP
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $39,600
- Row 24
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- DOMINI SOCIAL EQUITY
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $57,777
- Row 25
- Filing Id
- 86037128000179
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LIFESTYLE MODERATE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,237
- Row 26
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 3
- Row Num
- 30
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- DWS RREEF REAL ESTATE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,276
- Row 27
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 4
- Row Num
- 31
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- T. ROWE PRICE SML CAP VAL
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,542
- Row 28
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 5
- Row Num
- 32
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LORD ABBETT MID CAP VALUE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $34,719
- Row 29
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 6
- Row Num
- 33
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- MUTUAL BEACON
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $64,008
- Row 30
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 1
- Row Num
- 34
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- 500 INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $39,346
- Row 31
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 2
- Row Num
- 35
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- DAVIS NEW YORK VENTURE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $39,131
- Row 32
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 3
- Row Num
- 36
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- OPTIMIZED VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $34,473
- Row 33
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 4
- Row Num
- 37
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- AMERICAN BALANCED FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,285
- Row 34
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 5
- Row Num
- 38
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- PIMCO ALL ASSET
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,597
- Row 35
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 6
- Row Num
- 39
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LM PARTNERS GLB HIGH YIELD
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $18,068
- Row 36
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- LIFESTYLE CONSERVATIVE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,344
- Row 37
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 1
- Row Num
- 40
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- ENERGY
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $11,337
- Row 38
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 2
- Row Num
- 41
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- ALL CAP GROWTH FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $101,600
- Row 39
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 3
- Row Num
- 42
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- DAVIS FINANCIAL
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $24,720
- Row 40
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 4
- Row Num
- 43
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- INTL EQUITY INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $51,153
- Row 41
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 5
- Row Num
- 44
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- DFA INTERNATIONAL VALUE
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $53,128
- Row 42
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 6
- Row Num
- 45
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- EUROPACIFIC GROWTH FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $69,888
- Row 43
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- T. ROWE PRICE SCI & TECH
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $112,594
- Row 44
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- OPPENHEIMER DEVELOPING MKT
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $64,696
- Row 45
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- T. ROWE PRICE HEALTH SCI
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,958
- Row 46
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- AIM SMALL CAP GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,215
- Row 47
- Filing Id
- 86037128000179
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 8550379128000170002
- DFE P1 Entity 01 Name
- EXPLORER
- DFE P1 Spons 01 Name
- JOHN HANCOCK USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,172
- Row 48
- Filing Id
- 86037128000179
- Schedule D EIN
- 03-0338043
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2008-01-01
- Schedule D Tax Period
- 20081231
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$2,275,300-$1,325,527 change
Balance Sheet
Beginning and end of plan year.
Total assets$3,600,827$2,275,300Decrease -$1,325,527 (-36.81%)
Total liabilities$0$0No change $0
Net assets$3,600,827$2,275,300Decrease -$1,325,527 (-36.81%)
Contributions
Employer contributions$32,010
Participant contributions$294,376
Other contributions$0
Income & Expenses
Total income$-1,092,157
Total expenses$233,370
Net income$-1,325,527
Source fields
- Schedule I source fields
- Filing Id
- 86037128000179
- Schedule I EIN
- 03-0338043
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2008-01-01
- Schedule I Tax Period
- 20081231
- Small plan total assets at beginning of year
- $3,600,827
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $3,600,827
- Small plan total assets at end of year
- $2,275,300
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $2,275,300
- Small plan employer contributions
- $32,010
- Small plan participant contributions
- $294,376
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-1,418,543
- Small plan total income
- $-1,092,157
- Small plan total benefit distributions
- $225,383
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $7,987
- Small plan total expenses
- $233,370
- Small plan net income or loss
- $-1,325,527
- 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
- $38,079
- 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
- Yes
- Small plan fidelity bond amount
- $400,000
- 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 EIN01-0233346
Transfers
Distributed property value$0
Schedule R source fields
- Payor 01-0233346
- Filing Id
- 86037128000179
- Schedule R EIN
- 03-0338043
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2008-01-01
- Schedule R Tax Period
- 20081231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 01-0233346
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0