Civic Intelligence
Filing

Data Based Development Systems 401K Savings Plan

Data Based Development Systems • EIN 06-1202737 • Plan year 2002

Filing Insights

Participants

Down

22 → 16

-6 • -27.27%

Assets

Up

$718,686 → $779,007

$60,321 • 8.39%

Investment Management Fee

-

Admin expenses - • Total expenses $1,840

Filing Details

Context
Net investment result
$60,321

Status Flags

Fidelity bond in place

Yes

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201810$0$0-
Data Based Development Systems 401K Savings Plan-0$0--
20171110$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%.
2016187$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%.
2015180$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%.
20141106$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%.
2013193$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%.
20121100$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%.
2011177$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%.
2010167$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%.
2009162$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%.
2008136$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%.
2007135$0$0-
Data Based Development Systems 401K Savings Plan-35---
2006132$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%.
2004124$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%.
2003119$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%.
2002116$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 PlanCurrent16$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%.
2001118$0$0-
Data Based Development Systems 401K Savings Plan-18---
2000118$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-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%.
1999121$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
84037254236293
Form Id
38006475
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373254236040002
Ins Broker 01 Name
BENEDICT GAETANO
Ins Broker 01 Street Addr
66 CEDAR STREET
Ins Broker 01 City
NEWINGTON
Ins Broker 01 State
CT
Ins Broker 01 ZIP Code
06111
Ins Broker Comm Pd 01 Amount
$7,000
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MANULIFE FINANCIAL (USA)
Filing Id
84037254236293
Form Id
38006475
Schedule A EIN
06-1202737
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2002-01-01
Schedule A Tax Period
20021231
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
24
Ins Policy From Date
2002-01-01
Ins Policy To Date
2002-12-31
Ins Broker Comm Total Amount
$7,000
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$124,845
Pension End of year Sep Account Amount
$603,461
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
$95,545
Pension Contribution Dep Amount
$24,431
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$6,355
Pension Transfer From Amount
$0
Pension Other Amount
$354
Pension Other Text
LOANE REPAYMENTS
Pension Total Additions Amount
$31,140
Pension Total Bal Addn Amount
$126,685
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$1,840
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$1,840
Pension End of year Bal Amount
$124,845
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
84037254236293
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373254236040003
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
$603,461
Row 2
Filing Id
84037254236293
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
2020373254236040003

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$779,007$60,321 change

Balance Sheet

Beginning and end of plan year.

Total assets$718,686$779,007Increase +$60,321 (8.39%)
Total liabilities$0$0No change $0
Net assets$718,686$779,007Increase +$60,321 (8.39%)

Contributions

Employer contributions$50,000
Participant contributions$93,984
Other contributions$0

Income & Expenses

Total income$62,161
Total expenses$1,840
Net income$60,321
Source fields
Schedule I source fields
Filing Id
84037254236293
Schedule I EIN
06-1202737
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2002-01-01
Schedule I Tax Period
20021231
Small plan total assets at beginning of year
$718,686
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$718,686
Small plan total assets at end of year
$779,007
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$779,007
Small plan employer contributions
$50,000
Small plan participant contributions
$93,984
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-81,823
Small plan total income
$62,161
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,840
Small plan total expenses
$1,840
Small plan net income or loss
$60,321
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
$701
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
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0