Civic Intelligence
Filing

Atlantic Testing Laboratories Limited 401K Retirement Savings Plan

Atlantic Testing Laboratories, Limited • EIN 16-1109111 • Plan year 2007

Filing Insights

Participants

Up

218 → 237

19 • 8.72%

Assets

Up

$2,782,681 → $3,521,944

$739,263 • 26.57%

Investment Management Fee

0.00%

$0

Admin expenses $700 • Total expenses $118,014

Filing Details

Context
Net investment result
$747,638
Pension payor EIN
13-3646501

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

Yes

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
KANE BOWLES & MOORE PCAccountant--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242246$22,554,710$2,048,107$8,326iApproximate average salary by contribution assumption: employee only about $208,141 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,070 at 4% or $69,380 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-246$22,554,710$2,048,107$8,326iApproximate average salary by contribution assumption: employee only about $208,141 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,070 at 4% or $69,380 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-154---
20232239$19,599,531$2,891,517$12,098iApproximate average salary by contribution assumption: employee only about $302,460 at 4% or $201,640 at 6%; with 50% employer match about $201,640 at 4% or $134,427 at 6%; with 100% employer match about $151,230 at 4% or $100,820 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-239$19,599,531$2,891,517$12,098iApproximate average salary by contribution assumption: employee only about $302,460 at 4% or $201,640 at 6%; with 50% employer match about $201,640 at 4% or $134,427 at 6%; with 100% employer match about $151,230 at 4% or $100,820 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-143---
20222203$15,087,428$1,367,730$6,738iApproximate average salary by contribution assumption: employee only about $168,440 at 4% or $112,293 at 6%; with 50% employer match about $112,293 at 4% or $74,862 at 6%; with 100% employer match about $84,220 at 4% or $56,147 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-203$15,087,428$1,367,730$6,738iApproximate average salary by contribution assumption: employee only about $168,440 at 4% or $112,293 at 6%; with 50% employer match about $112,293 at 4% or $74,862 at 6%; with 100% employer match about $84,220 at 4% or $56,147 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-159---
20212213$18,207,595$1,349,168$6,334iApproximate average salary by contribution assumption: employee only about $158,353 at 4% or $105,569 at 6%; with 50% employer match about $105,569 at 4% or $70,379 at 6%; with 100% employer match about $79,177 at 4% or $52,784 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-213$18,207,595$1,349,168$6,334iApproximate average salary by contribution assumption: employee only about $158,353 at 4% or $105,569 at 6%; with 50% employer match about $105,569 at 4% or $70,379 at 6%; with 100% employer match about $79,177 at 4% or $52,784 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-129---
20202227$15,241,167$1,441,349$6,350iApproximate average salary by contribution assumption: employee only about $158,739 at 4% or $105,826 at 6%; with 50% employer match about $105,826 at 4% or $70,551 at 6%; with 100% employer match about $79,369 at 4% or $52,913 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-227$15,241,167$1,441,349$6,350iApproximate average salary by contribution assumption: employee only about $158,739 at 4% or $105,826 at 6%; with 50% employer match about $105,826 at 4% or $70,551 at 6%; with 100% employer match about $79,369 at 4% or $52,913 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-194---
20192255$12,308,764$1,009,479$3,959iApproximate average salary by contribution assumption: employee only about $98,969 at 4% or $65,979 at 6%; with 50% employer match about $65,979 at 4% or $43,986 at 6%; with 100% employer match about $49,484 at 4% or $32,990 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-227$12,308,764$1,009,479$4,447iApproximate average salary by contribution assumption: employee only about $111,176 at 4% or $74,117 at 6%; with 50% employer match about $74,117 at 4% or $49,412 at 6%; with 100% employer match about $55,588 at 4% or $37,059 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-255---
20182231$9,452,637$860,655$3,726iApproximate average salary by contribution assumption: employee only about $93,144 at 4% or $62,096 at 6%; with 50% employer match about $62,096 at 4% or $41,398 at 6%; with 100% employer match about $46,572 at 4% or $31,048 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-208$9,452,637$860,655$4,138iApproximate average salary by contribution assumption: employee only about $103,444 at 4% or $68,963 at 6%; with 50% employer match about $68,963 at 4% or $45,975 at 6%; with 100% employer match about $51,722 at 4% or $34,481 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-231---
20172216$9,391,920$771,401$3,571iApproximate average salary by contribution assumption: employee only about $89,283 at 4% or $59,522 at 6%; with 50% employer match about $59,522 at 4% or $39,681 at 6%; with 100% employer match about $44,641 at 4% or $29,761 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-216$9,391,920$771,401$3,571iApproximate average salary by contribution assumption: employee only about $89,283 at 4% or $59,522 at 6%; with 50% employer match about $59,522 at 4% or $39,681 at 6%; with 100% employer match about $44,641 at 4% or $29,761 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-164---
20162196$7,837,547$869,616$4,437iApproximate average salary by contribution assumption: employee only about $110,920 at 4% or $73,947 at 6%; with 50% employer match about $73,947 at 4% or $49,298 at 6%; with 100% employer match about $55,460 at 4% or $36,973 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-196$7,837,547$869,616$4,437iApproximate average salary by contribution assumption: employee only about $110,920 at 4% or $73,947 at 6%; with 50% employer match about $73,947 at 4% or $49,298 at 6%; with 100% employer match about $55,460 at 4% or $36,973 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-160---
20152184$6,964,489$655,375$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-184$6,964,489$655,375$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-135---
20142170$6,708,048$768,264$4,519iApproximate average salary by contribution assumption: employee only about $112,980 at 4% or $75,320 at 6%; with 50% employer match about $75,320 at 4% or $50,213 at 6%; with 100% employer match about $56,490 at 4% or $37,660 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-170$6,708,048$768,264$4,519iApproximate average salary by contribution assumption: employee only about $112,980 at 4% or $75,320 at 6%; with 50% employer match about $75,320 at 4% or $50,213 at 6%; with 100% employer match about $56,490 at 4% or $37,660 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-123---
20132171$6,361,603$520,747$3,045iApproximate average salary by contribution assumption: employee only about $76,133 at 4% or $50,755 at 6%; with 50% employer match about $50,755 at 4% or $33,837 at 6%; with 100% employer match about $38,066 at 4% or $25,378 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-171$6,361,603$520,747$3,045iApproximate average salary by contribution assumption: employee only about $76,133 at 4% or $50,755 at 6%; with 50% employer match about $50,755 at 4% or $33,837 at 6%; with 100% employer match about $38,066 at 4% or $25,378 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-101---
20122183$4,992,848$520,229$2,843iApproximate average salary by contribution assumption: employee only about $71,070 at 4% or $47,380 at 6%; with 50% employer match about $47,380 at 4% or $31,586 at 6%; with 100% employer match about $35,535 at 4% or $23,690 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-183$4,992,848$520,229$2,843iApproximate average salary by contribution assumption: employee only about $71,070 at 4% or $47,380 at 6%; with 50% employer match about $47,380 at 4% or $31,586 at 6%; with 100% employer match about $35,535 at 4% or $23,690 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-118---
20112176$4,139,083$461,241$2,621iApproximate average salary by contribution assumption: employee only about $65,517 at 4% or $43,678 at 6%; with 50% employer match about $43,678 at 4% or $29,119 at 6%; with 100% employer match about $32,759 at 4% or $21,839 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-176$4,139,083$461,241$2,621iApproximate average salary by contribution assumption: employee only about $65,517 at 4% or $43,678 at 6%; with 50% employer match about $43,678 at 4% or $29,119 at 6%; with 100% employer match about $32,759 at 4% or $21,839 at 6%.
Atlantic Testing Laboratories Ltd Welfare Benefits Plan-115---
20101143$4,309,608$546,863$3,824iApproximate average salary by contribution assumption: employee only about $95,605 at 4% or $63,737 at 6%; with 50% employer match about $63,737 at 4% or $42,491 at 6%; with 100% employer match about $47,803 at 4% or $31,868 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-143$4,309,608$546,863$3,824iApproximate average salary by contribution assumption: employee only about $95,605 at 4% or $63,737 at 6%; with 50% employer match about $63,737 at 4% or $42,491 at 6%; with 100% employer match about $47,803 at 4% or $31,868 at 6%.
20081184$2,333,668$650,517$3,535iApproximate average salary by contribution assumption: employee only about $88,385 at 4% or $58,924 at 6%; with 50% employer match about $58,924 at 4% or $39,282 at 6%; with 100% employer match about $44,193 at 4% or $29,462 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-184$2,333,668$650,517$3,535iApproximate average salary by contribution assumption: employee only about $88,385 at 4% or $58,924 at 6%; with 50% employer match about $58,924 at 4% or $39,282 at 6%; with 100% employer match about $44,193 at 4% or $29,462 at 6%.
20072237$7,043,888$971,822$4,101iApproximate average salary by contribution assumption: employee only about $102,513 at 4% or $68,342 at 6%; with 50% employer match about $68,342 at 4% or $45,561 at 6%; with 100% employer match about $51,256 at 4% or $34,171 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-237$3,521,944$485,911$2,050iApproximate average salary by contribution assumption: employee only about $51,256 at 4% or $34,171 at 6%; with 50% employer match about $34,171 at 4% or $22,781 at 6%; with 100% employer match about $25,628 at 4% or $17,085 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings PlanCurrent237$3,521,944$485,911$2,050iApproximate average salary by contribution assumption: employee only about $51,256 at 4% or $34,171 at 6%; with 50% employer match about $34,171 at 4% or $22,781 at 6%; with 100% employer match about $25,628 at 4% or $17,085 at 6%.
20061122$2,782,681$400,005$3,279iApproximate average salary by contribution assumption: employee only about $81,968 at 4% or $54,645 at 6%; with 50% employer match about $54,645 at 4% or $36,430 at 6%; with 100% employer match about $40,984 at 4% or $27,323 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-122$2,782,681$400,005$3,279iApproximate average salary by contribution assumption: employee only about $81,968 at 4% or $54,645 at 6%; with 50% employer match about $54,645 at 4% or $36,430 at 6%; with 100% employer match about $40,984 at 4% or $27,323 at 6%.
20051107$2,352,546$371,608$3,473iApproximate average salary by contribution assumption: employee only about $86,824 at 4% or $57,883 at 6%; with 50% employer match about $57,883 at 4% or $38,589 at 6%; with 100% employer match about $43,412 at 4% or $28,941 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-107$2,352,546$371,608$3,473iApproximate average salary by contribution assumption: employee only about $86,824 at 4% or $57,883 at 6%; with 50% employer match about $57,883 at 4% or $38,589 at 6%; with 100% employer match about $43,412 at 4% or $28,941 at 6%.
2004193$1,939,847$277,645$2,985iApproximate average salary by contribution assumption: employee only about $74,636 at 4% or $49,757 at 6%; with 50% employer match about $49,757 at 4% or $33,171 at 6%; with 100% employer match about $37,318 at 4% or $24,879 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-93$1,939,847$277,645$2,985iApproximate average salary by contribution assumption: employee only about $74,636 at 4% or $49,757 at 6%; with 50% employer match about $49,757 at 4% or $33,171 at 6%; with 100% employer match about $37,318 at 4% or $24,879 at 6%.
2003184$1,597,136$255,079$3,037iApproximate average salary by contribution assumption: employee only about $75,916 at 4% or $50,611 at 6%; with 50% employer match about $50,611 at 4% or $33,741 at 6%; with 100% employer match about $37,958 at 4% or $25,305 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-84$1,597,136$255,079$3,037iApproximate average salary by contribution assumption: employee only about $75,916 at 4% or $50,611 at 6%; with 50% employer match about $50,611 at 4% or $33,741 at 6%; with 100% employer match about $37,958 at 4% or $25,305 at 6%.
2002181$1,313,340$229,252$2,830iApproximate average salary by contribution assumption: employee only about $70,757 at 4% or $47,171 at 6%; with 50% employer match about $47,171 at 4% or $31,447 at 6%; with 100% employer match about $35,378 at 4% or $23,586 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-81$1,313,340$229,252$2,830iApproximate average salary by contribution assumption: employee only about $70,757 at 4% or $47,171 at 6%; with 50% employer match about $47,171 at 4% or $31,447 at 6%; with 100% employer match about $35,378 at 4% or $23,586 at 6%.
2001167$0$0-
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-67---
2000158$1,413,066$199,882$3,446iApproximate average salary by contribution assumption: employee only about $86,156 at 4% or $57,437 at 6%; with 50% employer match about $57,437 at 4% or $38,292 at 6%; with 100% employer match about $43,078 at 4% or $28,719 at 6%.
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-58$1,413,066$199,882$3,446iApproximate average salary by contribution assumption: employee only about $86,156 at 4% or $57,437 at 6%; with 50% employer match about $57,437 at 4% or $38,292 at 6%; with 100% employer match about $43,078 at 4% or $28,719 at 6%.
1999164$1,370,260$0-
Atlantic Testing Laboratories Limited 401K Retirement Savings Plan-64$1,370,260--
Schedule Details

Schedule A

Row 1
Filing Id
91037337015368
Form Id
92990747
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378310098020002
Ins Broker 01 Name
WACHOVIA SECURITIES
Ins Broker 01 Street Addr
5786 WIDEWATERS PARKWAY
Ins Broker 01 City
DEWITT
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
13214
Ins Broker Comm Pd 01 Amount
$431
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
COMMISSION
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK
Filing Id
91037337015368
Form Id
92990747
Schedule A EIN
16-1109111
Schedule A Plan Num
002
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK
Ins Carrier EIN
13-3646501
Ins Carrier Naic Code
86375
Ins Contract Num
82476
Ins Prsn Covered End of year Count
270
Ins Policy From Date
2007-12-04
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$431
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
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
$3,462,306
Pension Other Text
ACQUISITION
Pension Total Additions Amount
$3,462,306
Pension Total Bal Addn Amount
$3,462,306
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
$3,462,306
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
91037337015368
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE RETIREMENT
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$366,412
Row 2
Filing Id
91037337015368
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7020048337015110003
Row 3
Filing Id
91037337015368
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE 2010
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$433
Row 4
Filing Id
91037337015368
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFESTYLE GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,077,522
Row 5
Filing Id
91037337015368
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFESTYLE AGGRESSIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$281,572
Row 6
Filing Id
91037337015368
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE 2015
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$261
Row 7
Filing Id
91037337015368
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE 2025
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$50,336
Row 8
Filing Id
91037337015368
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE 2030
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$958
Row 9
Filing Id
91037337015368
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE 2040
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$112,271
Row 10
Filing Id
91037337015368
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFECYCLE 2045
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$22,208
Row 11
Filing Id
91037337015368
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFESTYLE CONSERVATIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,859
Row 12
Filing Id
91037337015368
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFESTYLE MODERATE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$91,263
Row 13
Filing Id
91037337015368
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
7020048337015110003
DFE P1 Entity 01 Name
JNY LIFESTYLE BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
133646501000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$488,248
Row 14
Filing Id
91037337015368
Schedule D EIN
16-1109111
Schedule D Plan number
002
Schedule D Plan Year Begin Date
2007-01-01
Schedule D Tax Period
20071231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$3,521,944$739,263 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,782,681$3,521,944Increase +$739,263 (26.57%)
Total liabilities$8,376$0Decrease -$8,376 (-100.00%)
Net assets$2,774,305$3,521,944Increase +$747,639 (26.95%)

Contributions

Employer contributions$99,352
Participant contributions$386,559
Other contributions$0
Total contributions$485,911

Income & Investment Result

Total income$865,652
Interest$0
Dividends$50,339
Net income$747,638

Expenses & Fees

Benefits paid$117,314
Investment management$0
Administrative expenses$700
Total expenses$118,014

Accountant

FirmKANE BOWLES & MOORE PC

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $2,782,681Total assets at end of year: $3,521,944Total liabilities at end of year: $0Net income or loss: $747,638
Filing Id
91037337015368
Schedule H EIN
16-1109111
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2007-01-01
Schedule H Tax Period
20071231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$3,422
Participants Contribution Beginning of year Amount
$12,611
Other Receivables Beginning of year Amount
$3,450
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$44,172
Interest Common Tr Beginning of year Amount
$16
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$2,719,010
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$2,782,681
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$4,930
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$3,446
Total liabilities at beginning of year
$8,376
Net assets at beginning of year
$2,774,305
Non Interest Bear Cash End of year Amount
$15,162
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$3,506,782
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$3,521,944
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$3,521,944
Employer contributions
$99,352
Participant contributions
$386,559
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$485,911
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$0
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$50,339
Total dividend income
$50,339
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$85,626
Net unrealized appreciation or depreciation
$85,626
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$243,776
Other Income Amount
$0
Total income
$865,652
Participant distributions
$117,314
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$117,314
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$700
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$700
Total expenses
$118,014
Net income or loss
$747,638
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
Yes
Accountant firm name
KANE BOWLES & MOORE PC
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
Yes
Resolution to terminate plan adopted
No
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 EIN13-3646501

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-3646501
Filing Id
91037337015368
Schedule R EIN
16-1109111
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-3646501
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1