Fidelity bond in place
Yes
Filing
Data Based Development Systems 401K Savings Plan
Data Based Development Systems • EIN 06-1202737 • Plan year 2000
Filing Insights
Participants
Down28 → 18
-10 • -35.71%
Assets
Up$558,823 → $613,596
$54,773 • 9.80%
Investment Management Fee
-
Admin expenses - • Total expenses $98,398
Filing Details
Context- Net investment result
- $54,773
- 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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Data Based Development Systems 401K Savings Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 110 | $4,500,027 | $436,037 | $3,964iApproximate average salary by contribution assumption: employee only about $99,099 at 4% or $66,066 at 6%; with 50% employer match about $66,066 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 110 | $4,500,027 | $436,037 | $3,964iApproximate average salary by contribution assumption: employee only about $99,099 at 4% or $66,066 at 6%; with 50% employer match about $66,066 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%. |
| 2016 | 1 | 87 | $4,197,591 | $433,099 | $4,978iApproximate average salary by contribution assumption: employee only about $124,454 at 4% or $82,969 at 6%; with 50% employer match about $82,969 at 4% or $55,313 at 6%; with 100% employer match about $62,227 at 4% or $41,485 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 87 | $4,197,591 | $433,099 | $4,978iApproximate average salary by contribution assumption: employee only about $124,454 at 4% or $82,969 at 6%; with 50% employer match about $82,969 at 4% or $55,313 at 6%; with 100% employer match about $62,227 at 4% or $41,485 at 6%. |
| 2015 | 1 | 80 | $3,721,569 | $484,526 | $6,057iApproximate average salary by contribution assumption: employee only about $151,414 at 4% or $100,943 at 6%; with 50% employer match about $100,943 at 4% or $67,295 at 6%; with 100% employer match about $75,707 at 4% or $50,471 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 80 | $3,721,569 | $484,526 | $6,057iApproximate average salary by contribution assumption: employee only about $151,414 at 4% or $100,943 at 6%; with 50% employer match about $100,943 at 4% or $67,295 at 6%; with 100% employer match about $75,707 at 4% or $50,471 at 6%. |
| 2014 | 1 | 106 | $4,959,812 | $563,969 | $5,320iApproximate average salary by contribution assumption: employee only about $133,012 at 4% or $88,674 at 6%; with 50% employer match about $88,674 at 4% or $59,116 at 6%; with 100% employer match about $66,506 at 4% or $44,337 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 106 | $4,959,812 | $563,969 | $5,320iApproximate average salary by contribution assumption: employee only about $133,012 at 4% or $88,674 at 6%; with 50% employer match about $88,674 at 4% or $59,116 at 6%; with 100% employer match about $66,506 at 4% or $44,337 at 6%. |
| 2013 | 1 | 93 | $4,633,129 | $531,784 | $5,718iApproximate average salary by contribution assumption: employee only about $142,953 at 4% or $95,302 at 6%; with 50% employer match about $95,302 at 4% or $63,535 at 6%; with 100% employer match about $71,476 at 4% or $47,651 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 93 | $4,633,129 | $531,784 | $5,718iApproximate average salary by contribution assumption: employee only about $142,953 at 4% or $95,302 at 6%; with 50% employer match about $95,302 at 4% or $63,535 at 6%; with 100% employer match about $71,476 at 4% or $47,651 at 6%. |
| 2012 | 1 | 100 | $3,488,604 | $444,269 | $4,443iApproximate average salary by contribution assumption: employee only about $111,067 at 4% or $74,045 at 6%; with 50% employer match about $74,045 at 4% or $49,363 at 6%; with 100% employer match about $55,534 at 4% or $37,022 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 100 | $3,488,604 | $444,269 | $4,443iApproximate average salary by contribution assumption: employee only about $111,067 at 4% or $74,045 at 6%; with 50% employer match about $74,045 at 4% or $49,363 at 6%; with 100% employer match about $55,534 at 4% or $37,022 at 6%. |
| 2011 | 1 | 77 | $2,767,212 | $447,708 | $5,814iApproximate average salary by contribution assumption: employee only about $145,360 at 4% or $96,906 at 6%; with 50% employer match about $96,906 at 4% or $64,604 at 6%; with 100% employer match about $72,680 at 4% or $48,453 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 77 | $2,767,212 | $447,708 | $5,814iApproximate average salary by contribution assumption: employee only about $145,360 at 4% or $96,906 at 6%; with 50% employer match about $96,906 at 4% or $64,604 at 6%; with 100% employer match about $72,680 at 4% or $48,453 at 6%. |
| 2010 | 1 | 67 | $2,570,384 | $331,510 | $4,948iApproximate average salary by contribution assumption: employee only about $123,698 at 4% or $82,465 at 6%; with 50% employer match about $82,465 at 4% or $54,977 at 6%; with 100% employer match about $61,849 at 4% or $41,233 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 67 | $2,570,384 | $331,510 | $4,948iApproximate average salary by contribution assumption: employee only about $123,698 at 4% or $82,465 at 6%; with 50% employer match about $82,465 at 4% or $54,977 at 6%; with 100% employer match about $61,849 at 4% or $41,233 at 6%. |
| 2009 | 1 | 62 | $2,037,913 | $301,875 | $4,869iApproximate average salary by contribution assumption: employee only about $121,724 at 4% or $81,149 at 6%; with 50% employer match about $81,149 at 4% or $54,099 at 6%; with 100% employer match about $60,862 at 4% or $40,575 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 62 | $2,037,913 | $301,875 | $4,869iApproximate average salary by contribution assumption: employee only about $121,724 at 4% or $81,149 at 6%; with 50% employer match about $81,149 at 4% or $54,099 at 6%; with 100% employer match about $60,862 at 4% or $40,575 at 6%. |
| 2008 | 1 | 36 | $1,499,591 | $256,915 | $7,137iApproximate average salary by contribution assumption: employee only about $178,413 at 4% or $118,942 at 6%; with 50% employer match about $118,942 at 4% or $79,295 at 6%; with 100% employer match about $89,207 at 4% or $59,471 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 36 | $1,499,591 | $256,915 | $7,137iApproximate average salary by contribution assumption: employee only about $178,413 at 4% or $118,942 at 6%; with 50% employer match about $118,942 at 4% or $79,295 at 6%; with 100% employer match about $89,207 at 4% or $59,471 at 6%. |
| 2007 | 1 | 35 | $0 | $0 | - |
| Data Based Development Systems 401K Savings Plan | - | 35 | - | - | - |
| 2006 | 1 | 32 | $1,655,958 | $271,384 | $8,481iApproximate average salary by contribution assumption: employee only about $212,019 at 4% or $141,346 at 6%; with 50% employer match about $141,346 at 4% or $94,231 at 6%; with 100% employer match about $106,009 at 4% or $70,673 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 32 | $1,655,958 | $271,384 | $8,481iApproximate average salary by contribution assumption: employee only about $212,019 at 4% or $141,346 at 6%; with 50% employer match about $141,346 at 4% or $94,231 at 6%; with 100% employer match about $106,009 at 4% or $70,673 at 6%. |
| 2004 | 1 | 24 | $1,140,188 | $175,082 | $7,295iApproximate average salary by contribution assumption: employee only about $182,377 at 4% or $121,585 at 6%; with 50% employer match about $121,585 at 4% or $81,056 at 6%; with 100% employer match about $91,189 at 4% or $60,792 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 24 | $1,140,188 | $175,082 | $7,295iApproximate average salary by contribution assumption: employee only about $182,377 at 4% or $121,585 at 6%; with 50% employer match about $121,585 at 4% or $81,056 at 6%; with 100% employer match about $91,189 at 4% or $60,792 at 6%. |
| 2003 | 1 | 19 | $926,305 | $134,019 | $7,054iApproximate average salary by contribution assumption: employee only about $176,341 at 4% or $117,561 at 6%; with 50% employer match about $117,561 at 4% or $78,374 at 6%; with 100% employer match about $88,170 at 4% or $58,780 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 19 | $926,305 | $134,019 | $7,054iApproximate average salary by contribution assumption: employee only about $176,341 at 4% or $117,561 at 6%; with 50% employer match about $117,561 at 4% or $78,374 at 6%; with 100% employer match about $88,170 at 4% or $58,780 at 6%. |
| 2002 | 1 | 16 | $779,007 | $143,984 | $8,999iApproximate average salary by contribution assumption: employee only about $224,975 at 4% or $149,983 at 6%; with 50% employer match about $149,983 at 4% or $99,989 at 6%; with 100% employer match about $112,488 at 4% or $74,992 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 16 | $779,007 | $143,984 | $8,999iApproximate average salary by contribution assumption: employee only about $224,975 at 4% or $149,983 at 6%; with 50% employer match about $149,983 at 4% or $99,989 at 6%; with 100% employer match about $112,488 at 4% or $74,992 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Data Based Development Systems 401K Savings Plan | - | 18 | - | - | - |
| 2000 | 1 | 18 | $613,596 | $180,782 | $10,043iApproximate average salary by contribution assumption: employee only about $251,086 at 4% or $167,391 at 6%; with 50% employer match about $167,391 at 4% or $111,594 at 6%; with 100% employer match about $125,543 at 4% or $83,695 at 6%. |
| Data Based Development Systems 401K Savings Plan | Current | 18 | $613,596 | $180,782 | $10,043iApproximate average salary by contribution assumption: employee only about $251,086 at 4% or $167,391 at 6%; with 50% employer match about $167,391 at 4% or $111,594 at 6%; with 100% employer match about $125,543 at 4% or $83,695 at 6%. |
| 1999 | 1 | 21 | $558,823 | $217,416 | $10,353iApproximate average salary by contribution assumption: employee only about $258,829 at 4% or $172,552 at 6%; with 50% employer match about $172,552 at 4% or $115,035 at 6%; with 100% employer match about $129,414 at 4% or $86,276 at 6%. |
| Data Based Development Systems 401K Savings Plan | - | 21 | $558,823 | $217,416 | $10,353iApproximate average salary by contribution assumption: employee only about $258,829 at 4% or $172,552 at 6%; with 50% employer match about $172,552 at 4% or $115,035 at 6%; with 100% employer match about $129,414 at 4% or $86,276 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037014063562
- Form Id
- 11459327
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372014063060002
- Ins Broker 01 Name
- PETER A. STURROCK
- Ins Broker 01 Street Addr
- 207 PITKIN STREET
- Ins Broker 01 City
- EAST HARTFORD
- Ins Broker 01 State
- CT
- Ins Broker 01 ZIP Code
- 06108
- Ins Broker Comm Pd 01 Amount
- $5,217
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: MANULIFE FINANCIAL (USA)
- Filing Id
- 84037014063562
- Form Id
- 11459327
- Schedule A EIN
- 06-1202737
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- MANULIFE FINANCIAL (USA)
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 50360
- Ins Prsn Covered End of year Count
- 20
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $5,217
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $62,241
- Pension End of year Sep Account Amount
- $453,150
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $29,323
- Pension Contribution Dep Amount
- $18,811
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $2,619
- Pension Transfer From Amount
- $16,675
- Pension Other Amount
- $357
- Pension Other Text
- LOAN REPAYMENTS
- Pension Total Additions Amount
- $38,462
- Pension Total Bal Addn Amount
- $67,785
- Pension Bnfts Dsbrsd Amount
- $3,330
- Pension Admin Chrg Amount
- $777
- Pension Transfer To Amount
- $597
- Pension Oth Ded Amount
- $840
- Pension Oth Ded Text
- LOANS
- Pension Total Ded Amount
- $5,544
- Pension End of year Bal Amount
- $62,241
- 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
- 84037014063562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372014063060003
- DFE P1 Entity 01 Name
- MANULIFE FINANCIAL USA
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010122246000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $453,151
- Row 2
- Filing Id
- 84037014063562
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372014063060003
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$613,596$54,773 change
Balance Sheet
Beginning and end of plan year.
Total assets$558,823$613,596Increase +$54,773 (9.80%)
Total liabilities$0$0No change $0
Net assets$558,823$613,596Increase +$54,773 (9.80%)
Contributions
Employer contributions$75,000
Participant contributions$105,782
Other contributions$0
Income & Expenses
Total income$153,171
Total expenses$98,398
Net income$54,773
Source fields
- Schedule I source fields
- Filing Id
- 84037014063562
- Schedule I EIN
- 06-1202737
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $558,823
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $558,823
- Small plan total assets at end of year
- $613,596
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $613,596
- Small plan employer contributions
- $75,000
- Small plan participant contributions
- $105,782
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-27,611
- Small plan total income
- $153,171
- Small plan total benefit distributions
- $97,621
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $777
- Small plan total expenses
- $98,398
- Small plan net income or loss
- $54,773
- 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
- $3,768
- 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
- $20,000
- 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
- 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
- 84037014063562
- Schedule R EIN
- 06-1202737
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 01-0233346
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0