Fidelity bond in place
Not reported
Filing
Silva & Associates 401K Profit Sharing Plan
Silva & Associates • EIN 05-0380171 • Plan year 2007
Filing Insights
Participants
Down15 → 11
-4 • -26.67%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 01-0233346
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $2,514,002 | $50,561 | $5,618iApproximate average salary by contribution assumption: employee only about $140,447 at 4% or $93,631 at 6%; with 50% employer match about $93,631 at 4% or $62,421 at 6%; with 100% employer match about $70,224 at 4% or $46,816 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 9 | $2,514,002 | $50,561 | $5,618iApproximate average salary by contribution assumption: employee only about $140,447 at 4% or $93,631 at 6%; with 50% employer match about $93,631 at 4% or $62,421 at 6%; with 100% employer match about $70,224 at 4% or $46,816 at 6%. |
| 2023 | 1 | 9 | $2,329,245 | $36,234 | $4,026iApproximate average salary by contribution assumption: employee only about $100,650 at 4% or $67,100 at 6%; with 50% employer match about $67,100 at 4% or $44,733 at 6%; with 100% employer match about $50,325 at 4% or $33,550 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 9 | $2,329,245 | $36,234 | $4,026iApproximate average salary by contribution assumption: employee only about $100,650 at 4% or $67,100 at 6%; with 50% employer match about $67,100 at 4% or $44,733 at 6%; with 100% employer match about $50,325 at 4% or $33,550 at 6%. |
| 2022 | 1 | 9 | $2,124,019 | $41,209 | $4,579iApproximate average salary by contribution assumption: employee only about $114,469 at 4% or $76,313 at 6%; with 50% employer match about $76,313 at 4% or $50,875 at 6%; with 100% employer match about $57,235 at 4% or $38,156 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 9 | $2,124,019 | $41,209 | $4,579iApproximate average salary by contribution assumption: employee only about $114,469 at 4% or $76,313 at 6%; with 50% employer match about $76,313 at 4% or $50,875 at 6%; with 100% employer match about $57,235 at 4% or $38,156 at 6%. |
| 2021 | 1 | 9 | $2,343,350 | $69,243 | $7,694iApproximate average salary by contribution assumption: employee only about $192,342 at 4% or $128,228 at 6%; with 50% employer match about $128,228 at 4% or $85,485 at 6%; with 100% employer match about $96,171 at 4% or $64,114 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 9 | $2,343,350 | $69,243 | $7,694iApproximate average salary by contribution assumption: employee only about $192,342 at 4% or $128,228 at 6%; with 50% employer match about $128,228 at 4% or $85,485 at 6%; with 100% employer match about $96,171 at 4% or $64,114 at 6%. |
| 2020 | 1 | 10 | $2,127,846 | $67,149 | $6,715iApproximate average salary by contribution assumption: employee only about $167,873 at 4% or $111,915 at 6%; with 50% employer match about $111,915 at 4% or $74,610 at 6%; with 100% employer match about $83,936 at 4% or $55,958 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $2,127,846 | $67,149 | $6,715iApproximate average salary by contribution assumption: employee only about $167,873 at 4% or $111,915 at 6%; with 50% employer match about $111,915 at 4% or $74,610 at 6%; with 100% employer match about $83,936 at 4% or $55,958 at 6%. |
| 2019 | 1 | 10 | $2,030,763 | $87,610 | $8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $2,030,763 | $87,610 | $8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%. |
| 2018 | 1 | 10 | $1,778,167 | $72,061 | $7,206iApproximate average salary by contribution assumption: employee only about $180,153 at 4% or $120,102 at 6%; with 50% employer match about $120,102 at 4% or $80,068 at 6%; with 100% employer match about $90,076 at 4% or $60,051 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $1,778,167 | $72,061 | $7,206iApproximate average salary by contribution assumption: employee only about $180,153 at 4% or $120,102 at 6%; with 50% employer match about $120,102 at 4% or $80,068 at 6%; with 100% employer match about $90,076 at 4% or $60,051 at 6%. |
| 2017 | 1 | 10 | $1,840,640 | $73,370 | $7,337iApproximate average salary by contribution assumption: employee only about $183,425 at 4% or $122,283 at 6%; with 50% employer match about $122,283 at 4% or $81,522 at 6%; with 100% employer match about $91,713 at 4% or $61,142 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $1,840,640 | $73,370 | $7,337iApproximate average salary by contribution assumption: employee only about $183,425 at 4% or $122,283 at 6%; with 50% employer match about $122,283 at 4% or $81,522 at 6%; with 100% employer match about $91,713 at 4% or $61,142 at 6%. |
| 2016 | 1 | 10 | $1,665,459 | $85,069 | $8,507iApproximate average salary by contribution assumption: employee only about $212,673 at 4% or $141,782 at 6%; with 50% employer match about $141,782 at 4% or $94,521 at 6%; with 100% employer match about $106,336 at 4% or $70,891 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $1,665,459 | $85,069 | $8,507iApproximate average salary by contribution assumption: employee only about $212,673 at 4% or $141,782 at 6%; with 50% employer match about $141,782 at 4% or $94,521 at 6%; with 100% employer match about $106,336 at 4% or $70,891 at 6%. |
| 2015 | 1 | 11 | $1,536,490 | $80,534 | $7,321iApproximate average salary by contribution assumption: employee only about $183,032 at 4% or $122,021 at 6%; with 50% employer match about $122,021 at 4% or $81,347 at 6%; with 100% employer match about $91,516 at 4% or $61,011 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 11 | $1,536,490 | $80,534 | $7,321iApproximate average salary by contribution assumption: employee only about $183,032 at 4% or $122,021 at 6%; with 50% employer match about $122,021 at 4% or $81,347 at 6%; with 100% employer match about $91,516 at 4% or $61,011 at 6%. |
| 2014 | 1 | 11 | $1,532,226 | $56,021 | $5,093iApproximate average salary by contribution assumption: employee only about $127,320 at 4% or $84,880 at 6%; with 50% employer match about $84,880 at 4% or $56,587 at 6%; with 100% employer match about $63,660 at 4% or $42,440 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 11 | $1,532,226 | $56,021 | $5,093iApproximate average salary by contribution assumption: employee only about $127,320 at 4% or $84,880 at 6%; with 50% employer match about $84,880 at 4% or $56,587 at 6%; with 100% employer match about $63,660 at 4% or $42,440 at 6%. |
| 2013 | 1 | 12 | $1,472,641 | $48,086 | $4,007iApproximate average salary by contribution assumption: employee only about $100,179 at 4% or $66,786 at 6%; with 50% employer match about $66,786 at 4% or $44,524 at 6%; with 100% employer match about $50,090 at 4% or $33,393 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 12 | $1,472,641 | $48,086 | $4,007iApproximate average salary by contribution assumption: employee only about $100,179 at 4% or $66,786 at 6%; with 50% employer match about $66,786 at 4% or $44,524 at 6%; with 100% employer match about $50,090 at 4% or $33,393 at 6%. |
| 2012 | 1 | 12 | $1,335,566 | $45,785 | $3,815iApproximate average salary by contribution assumption: employee only about $95,385 at 4% or $63,590 at 6%; with 50% employer match about $63,590 at 4% or $42,394 at 6%; with 100% employer match about $47,693 at 4% or $31,795 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 12 | $1,335,566 | $45,785 | $3,815iApproximate average salary by contribution assumption: employee only about $95,385 at 4% or $63,590 at 6%; with 50% employer match about $63,590 at 4% or $42,394 at 6%; with 100% employer match about $47,693 at 4% or $31,795 at 6%. |
| 2011 | 1 | 11 | $1,257,337 | $58,670 | $5,334iApproximate average salary by contribution assumption: employee only about $133,341 at 4% or $88,894 at 6%; with 50% employer match about $88,894 at 4% or $59,263 at 6%; with 100% employer match about $66,670 at 4% or $44,447 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 11 | $1,257,337 | $58,670 | $5,334iApproximate average salary by contribution assumption: employee only about $133,341 at 4% or $88,894 at 6%; with 50% employer match about $88,894 at 4% or $59,263 at 6%; with 100% employer match about $66,670 at 4% or $44,447 at 6%. |
| 2010 | 1 | 13 | $1,212,679 | $59,756 | $4,597iApproximate average salary by contribution assumption: employee only about $114,915 at 4% or $76,610 at 6%; with 50% employer match about $76,610 at 4% or $51,074 at 6%; with 100% employer match about $57,458 at 4% or $38,305 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 13 | $1,212,679 | $59,756 | $4,597iApproximate average salary by contribution assumption: employee only about $114,915 at 4% or $76,610 at 6%; with 50% employer match about $76,610 at 4% or $51,074 at 6%; with 100% employer match about $57,458 at 4% or $38,305 at 6%. |
| 2009 | 1 | 11 | $1,078,560 | $40,789 | $3,708iApproximate average salary by contribution assumption: employee only about $92,702 at 4% or $61,802 at 6%; with 50% employer match about $61,802 at 4% or $41,201 at 6%; with 100% employer match about $46,351 at 4% or $30,901 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 11 | $1,078,560 | $40,789 | $3,708iApproximate average salary by contribution assumption: employee only about $92,702 at 4% or $61,802 at 6%; with 50% employer match about $61,802 at 4% or $41,201 at 6%; with 100% employer match about $46,351 at 4% or $30,901 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| Silva & Associates 401K Profit Sharing Plan | - | 9 | - | - | - |
| 2007 | 1 | 11 | $0 | $0 | - |
| Silva & Associates 401K Profit Sharing Plan | Current | 11 | - | - | - |
| 2006 | 1 | 10 | $1,012,270 | $94,350 | $9,435iApproximate average salary by contribution assumption: employee only about $235,875 at 4% or $157,250 at 6%; with 50% employer match about $157,250 at 4% or $104,833 at 6%; with 100% employer match about $117,938 at 4% or $78,625 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $1,012,270 | $94,350 | $9,435iApproximate average salary by contribution assumption: employee only about $235,875 at 4% or $157,250 at 6%; with 50% employer match about $157,250 at 4% or $104,833 at 6%; with 100% employer match about $117,938 at 4% or $78,625 at 6%. |
| 2005 | 1 | 10 | $815,058 | $71,844 | $7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 10 | $815,058 | $71,844 | $7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%. |
| 2004 | 1 | 8 | $700,546 | $78,100 | $9,763iApproximate average salary by contribution assumption: employee only about $244,063 at 4% or $162,708 at 6%; with 50% employer match about $162,708 at 4% or $108,472 at 6%; with 100% employer match about $122,031 at 4% or $81,354 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 8 | $700,546 | $78,100 | $9,763iApproximate average salary by contribution assumption: employee only about $244,063 at 4% or $162,708 at 6%; with 50% employer match about $162,708 at 4% or $108,472 at 6%; with 100% employer match about $122,031 at 4% or $81,354 at 6%. |
| 2003 | 1 | 8 | $584,117 | $0 | - |
| Silva & Associates 401K Profit Sharing Plan | - | 8 | $584,117 | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| Silva & Associates 401K Profit Sharing Plan | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Silva & Associates 401K Profit Sharing Plan | - | 8 | - | - | - |
| 1999 | 1 | 6 | $648,746 | $27,155 | $4,526iApproximate average salary by contribution assumption: employee only about $113,146 at 4% or $75,431 at 6%; with 50% employer match about $75,431 at 4% or $50,287 at 6%; with 100% employer match about $56,573 at 4% or $37,715 at 6%. |
| Silva & Associates 401K Profit Sharing Plan | - | 6 | $648,746 | $27,155 | $4,526iApproximate average salary by contribution assumption: employee only about $113,146 at 4% or $75,431 at 6%; with 50% employer match about $75,431 at 4% or $50,287 at 6%; with 100% employer match about $56,573 at 4% or $37,715 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037013473289
- Form Id
- 94107323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020379013473030002
- Ins Broker 01 Name
- EDWARD J DIAS
- Ins Broker 01 Street Addr
- 246 FIVE MILE RIVER ROAD, SUITE 200
- Ins Broker 01 City
- PUTNAM
- Ins Broker 01 State
- CT
- Ins Broker 01 ZIP Code
- 062600000
- Ins Broker Comm Pd 01 Amount
- $2,602
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037013473289
- Form Id
- 94107323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020379013473030002
- Ins Broker 01 Name
- THE ANGELL PENSION GROUP, INC.
- Ins Broker 01 Street Addr
- 10 HEMINGWAY DRIVE
- Ins Broker 01 City
- EAST PROVIDENCE
- Ins Broker 01 State
- RI
- Ins Broker 01 ZIP Code
- 029150000
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $560
- Ins Broker Fees Pd 01 Text
- TPA ADMINISTRATIVE ALLOWANCE
- Ins Broker 01 Code
- 5
- Row 3
- Filing Id
- 84037013473289
- Form Id
- 94107323
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020379013473030002
- Ins Broker 01 Name
- PACIFIC INVESTMENT MANAGEMENT CO.
- Ins Broker 01 Street Addr
- 840 NEWPORT CENTER DRIVE, FLEET 100
- Ins Broker 01 City
- NEWPORT BEACH
- Ins Broker 01 State
- CA
- Ins Broker 01 ZIP Code
- 92660
- Ins Broker Comm Pd 01 Amount
- $2
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 6
- Row 4
- Filing Id
- 84037013473289
- Form Id
- 94107323
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 3
- Image Form Id
- 7020379013473030002
- Ins Broker 01 Name
- VANGUARD GROUP, INC.
- Ins Broker 01 Street Addr
- PO BOX 2600
- Ins Broker 01 City
- VALLEY FORGE
- Ins Broker 01 State
- PA
- Ins Broker 01 ZIP Code
- 194822600
- Ins Broker Comm Pd 01 Amount
- $169
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 6
- Row 5
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
- Filing Id
- 84037013473289
- Form Id
- 94107323
- Schedule A EIN
- 05-0380171
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 29520
- Ins Prsn Covered End of year Count
- 12
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $2,773
- Ins Broker Fees Total Amount
- $560
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $1,072,197
- 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
- 84037013473289
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $1,590
- Row 2
- Filing Id
- 84037013473289
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020379013473030003
- Row 3
- Filing Id
- 84037013473289
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $3,157
- Row 4
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $4,553
- Row 5
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH WEITZ PARTNERS 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
- $2,940
- Row 6
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7020379013473030003
- 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
- $16,637
- Row 7
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7020379013473030003
- 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
- $3,225
- Row 8
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $17,167
- Row 9
- Filing Id
- 84037013473289
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS EUROPAC
- 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
- $8,916
- Row 10
- Filing Id
- 84037013473289
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS 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
- $18,749
- Row 11
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS INV 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
- $16,958
- Row 12
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $17,376
- Row 13
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $804,601
- Row 14
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH 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
- $129,684
- Row 15
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH LORD ABBETT MID CAP VA
- 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
- $9,640
- Row 16
- Filing Id
- 84037013473289
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7020379013473030003
- DFE P1 Entity 01 Name
- JH T. ROWE PRICE EQUITY I
- 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
- $17,004
- Row 17
- Filing Id
- 84037013473289
- Schedule D EIN
- 05-0380171
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231
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
- 84037013473289
- Schedule R EIN
- 05-0380171
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- 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