Civic Intelligence

John Hancock Advisers Inc.

Plan context: The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies

EIN 04-2441573 • 8 filings • 4 plans

Current Snapshot

Latest Year

2006

2006 Participants

299

2006 Assets

$41,054,602

2006 Contributions

$2,542,382

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$41,054,602$20,527,301$0199920032005YearValue
$41,054,602Latest year 2005

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5962980199920032006YearValue
299Latest year 2006

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20061299$0$2,542,382$8,503iApproximate average salary by contribution assumption: employee only about $212,574 at 4% or $141,716 at 6%; with 50% employer match about $141,716 at 4% or $94,477 at 6%; with 100% employer match about $106,287 at 4% or $70,858 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-299-$2,542,382$8,503iApproximate average salary by contribution assumption: employee only about $212,574 at 4% or $141,716 at 6%; with 50% employer match about $141,716 at 4% or $94,477 at 6%; with 100% employer match about $106,287 at 4% or $70,858 at 6%.
20051457$41,054,602$3,963,665$8,673iApproximate average salary by contribution assumption: employee only about $216,831 at 4% or $144,554 at 6%; with 50% employer match about $144,554 at 4% or $96,369 at 6%; with 100% employer match about $108,415 at 4% or $72,277 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-457$41,054,602$3,963,665$8,673iApproximate average salary by contribution assumption: employee only about $216,831 at 4% or $144,554 at 6%; with 50% employer match about $144,554 at 4% or $96,369 at 6%; with 100% employer match about $108,415 at 4% or $72,277 at 6%.
20041439$37,844,407$3,687,626$8,400iApproximate average salary by contribution assumption: employee only about $210,001 at 4% or $140,001 at 6%; with 50% employer match about $140,001 at 4% or $93,334 at 6%; with 100% employer match about $105,001 at 4% or $70,000 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-439$37,844,407$3,687,626$8,400iApproximate average salary by contribution assumption: employee only about $210,001 at 4% or $140,001 at 6%; with 50% employer match about $140,001 at 4% or $93,334 at 6%; with 100% employer match about $105,001 at 4% or $70,000 at 6%.
20031516$34,591,568$4,055,808$7,860iApproximate average salary by contribution assumption: employee only about $196,502 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,334 at 6%; with 100% employer match about $98,251 at 4% or $65,501 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-516$34,591,568$4,055,808$7,860iApproximate average salary by contribution assumption: employee only about $196,502 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,334 at 6%; with 100% employer match about $98,251 at 4% or $65,501 at 6%.
20021548$27,026,001$3,599,524$6,568iApproximate average salary by contribution assumption: employee only about $164,212 at 4% or $109,475 at 6%; with 50% employer match about $109,475 at 4% or $72,983 at 6%; with 100% employer match about $82,106 at 4% or $54,737 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-548$27,026,001$3,599,524$6,568iApproximate average salary by contribution assumption: employee only about $164,212 at 4% or $109,475 at 6%; with 50% employer match about $109,475 at 4% or $72,983 at 6%; with 100% employer match about $82,106 at 4% or $54,737 at 6%.
20011539$33,781,937$5,292,646$9,819iApproximate average salary by contribution assumption: employee only about $245,485 at 4% or $163,656 at 6%; with 50% employer match about $163,656 at 4% or $109,104 at 6%; with 100% employer match about $122,742 at 4% or $81,828 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-539$33,781,937$5,292,646$9,819iApproximate average salary by contribution assumption: employee only about $245,485 at 4% or $163,656 at 6%; with 50% employer match about $163,656 at 4% or $109,104 at 6%; with 100% employer match about $122,742 at 4% or $81,828 at 6%.
20001596$0$0-
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-596---
19991574$35,775,340$3,644,451$6,349iApproximate average salary by contribution assumption: employee only about $158,730 at 4% or $105,820 at 6%; with 50% employer match about $105,820 at 4% or $70,547 at 6%; with 100% employer match about $79,365 at 4% or $52,910 at 6%.
The Investment Incentive Plan for the Employees of the Berkeley Financial Group Companies-574$35,775,340$3,644,451$6,349iApproximate average salary by contribution assumption: employee only about $158,730 at 4% or $105,820 at 6%; with 50% employer match about $105,820 at 4% or $70,547 at 6%; with 100% employer match about $79,365 at 4% or $52,910 at 6%.