Fidelity bond in place
Yes
Filing
Cornerstone Structural Engineering Group Inc. Retirement Plan
Cornerstone Structural Engineering Group Inc. • EIN 20-0803404 • Plan year 2007
Filing Insights
Participants
Down18 → 15
-3 • -16.67%
Assets
Up$338,567 → $597,268
$258,701 • 76.41%
Investment Management Fee
-
Admin expenses - • Total expenses $25,827
Filing Details
Context- Net investment result
- $258,701
- 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 |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $7,343,735 | $465,874 | $20,255iApproximate average salary by contribution assumption: employee only about $506,385 at 4% or $337,590 at 6%; with 50% employer match about $337,590 at 4% or $225,060 at 6%; with 100% employer match about $253,192 at 4% or $168,795 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 23 | $7,343,735 | $465,874 | $20,255iApproximate average salary by contribution assumption: employee only about $506,385 at 4% or $337,590 at 6%; with 50% employer match about $337,590 at 4% or $225,060 at 6%; with 100% employer match about $253,192 at 4% or $168,795 at 6%. |
| 2023 | 1 | 21 | $6,006,790 | $449,642 | $21,412iApproximate average salary by contribution assumption: employee only about $535,288 at 4% or $356,859 at 6%; with 50% employer match about $356,859 at 4% or $237,906 at 6%; with 100% employer match about $267,644 at 4% or $178,429 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 21 | $6,006,790 | $449,642 | $21,412iApproximate average salary by contribution assumption: employee only about $535,288 at 4% or $356,859 at 6%; with 50% employer match about $356,859 at 4% or $237,906 at 6%; with 100% employer match about $267,644 at 4% or $178,429 at 6%. |
| 2022 | 1 | 21 | $4,816,828 | $405,788 | $19,323iApproximate average salary by contribution assumption: employee only about $483,081 at 4% or $322,054 at 6%; with 50% employer match about $322,054 at 4% or $214,703 at 6%; with 100% employer match about $241,540 at 4% or $161,027 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 21 | $4,816,828 | $405,788 | $19,323iApproximate average salary by contribution assumption: employee only about $483,081 at 4% or $322,054 at 6%; with 50% employer match about $322,054 at 4% or $214,703 at 6%; with 100% employer match about $241,540 at 4% or $161,027 at 6%. |
| 2021 | 1 | 21 | $5,048,069 | $344,421 | $16,401iApproximate average salary by contribution assumption: employee only about $410,025 at 4% or $273,350 at 6%; with 50% employer match about $273,350 at 4% or $182,233 at 6%; with 100% employer match about $205,013 at 4% or $136,675 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 21 | $5,048,069 | $344,421 | $16,401iApproximate average salary by contribution assumption: employee only about $410,025 at 4% or $273,350 at 6%; with 50% employer match about $273,350 at 4% or $182,233 at 6%; with 100% employer match about $205,013 at 4% or $136,675 at 6%. |
| 2020 | 1 | 23 | $4,182,246 | $336,019 | $14,610iApproximate average salary by contribution assumption: employee only about $365,238 at 4% or $243,492 at 6%; with 50% employer match about $243,492 at 4% or $162,328 at 6%; with 100% employer match about $182,619 at 4% or $121,746 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 23 | $4,182,246 | $336,019 | $14,610iApproximate average salary by contribution assumption: employee only about $365,238 at 4% or $243,492 at 6%; with 50% employer match about $243,492 at 4% or $162,328 at 6%; with 100% employer match about $182,619 at 4% or $121,746 at 6%. |
| 2019 | 1 | 25 | $3,853,516 | $330,554 | $13,222iApproximate average salary by contribution assumption: employee only about $330,554 at 4% or $220,369 at 6%; with 50% employer match about $220,369 at 4% or $146,913 at 6%; with 100% employer match about $165,277 at 4% or $110,185 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 25 | $3,853,516 | $330,554 | $13,222iApproximate average salary by contribution assumption: employee only about $330,554 at 4% or $220,369 at 6%; with 50% employer match about $220,369 at 4% or $146,913 at 6%; with 100% employer match about $165,277 at 4% or $110,185 at 6%. |
| 2018 | 1 | 24 | $3,726,956 | $352,500 | $14,688iApproximate average salary by contribution assumption: employee only about $367,188 at 4% or $244,792 at 6%; with 50% employer match about $244,792 at 4% or $163,194 at 6%; with 100% employer match about $183,594 at 4% or $122,396 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 24 | $3,726,956 | $352,500 | $14,688iApproximate average salary by contribution assumption: employee only about $367,188 at 4% or $244,792 at 6%; with 50% employer match about $244,792 at 4% or $163,194 at 6%; with 100% employer match about $183,594 at 4% or $122,396 at 6%. |
| 2017 | 1 | 23 | $3,820,177 | $368,432 | $16,019iApproximate average salary by contribution assumption: employee only about $400,470 at 4% or $266,980 at 6%; with 50% employer match about $266,980 at 4% or $177,986 at 6%; with 100% employer match about $200,235 at 4% or $133,490 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 23 | $3,820,177 | $368,432 | $16,019iApproximate average salary by contribution assumption: employee only about $400,470 at 4% or $266,980 at 6%; with 50% employer match about $266,980 at 4% or $177,986 at 6%; with 100% employer match about $200,235 at 4% or $133,490 at 6%. |
| 2016 | 1 | 22 | $2,936,231 | $326,852 | $14,857iApproximate average salary by contribution assumption: employee only about $371,423 at 4% or $247,615 at 6%; with 50% employer match about $247,615 at 4% or $165,077 at 6%; with 100% employer match about $185,711 at 4% or $123,808 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 22 | $2,936,231 | $326,852 | $14,857iApproximate average salary by contribution assumption: employee only about $371,423 at 4% or $247,615 at 6%; with 50% employer match about $247,615 at 4% or $165,077 at 6%; with 100% employer match about $185,711 at 4% or $123,808 at 6%. |
| 2015 | 1 | 21 | $2,664,070 | $315,221 | $15,011iApproximate average salary by contribution assumption: employee only about $375,263 at 4% or $250,175 at 6%; with 50% employer match about $250,175 at 4% or $166,784 at 6%; with 100% employer match about $187,632 at 4% or $125,088 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 21 | $2,664,070 | $315,221 | $15,011iApproximate average salary by contribution assumption: employee only about $375,263 at 4% or $250,175 at 6%; with 50% employer match about $250,175 at 4% or $166,784 at 6%; with 100% employer match about $187,632 at 4% or $125,088 at 6%. |
| 2014 | 1 | 20 | $2,396,014 | $282,436 | $14,122iApproximate average salary by contribution assumption: employee only about $353,045 at 4% or $235,363 at 6%; with 50% employer match about $235,363 at 4% or $156,909 at 6%; with 100% employer match about $176,523 at 4% or $117,682 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 20 | $2,396,014 | $282,436 | $14,122iApproximate average salary by contribution assumption: employee only about $353,045 at 4% or $235,363 at 6%; with 50% employer match about $235,363 at 4% or $156,909 at 6%; with 100% employer match about $176,523 at 4% or $117,682 at 6%. |
| 2013 | 1 | 19 | $2,092,508 | $159,398 | $8,389iApproximate average salary by contribution assumption: employee only about $209,734 at 4% or $139,823 at 6%; with 50% employer match about $139,823 at 4% or $93,215 at 6%; with 100% employer match about $104,867 at 4% or $69,911 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 19 | $2,092,508 | $159,398 | $8,389iApproximate average salary by contribution assumption: employee only about $209,734 at 4% or $139,823 at 6%; with 50% employer match about $139,823 at 4% or $93,215 at 6%; with 100% employer match about $104,867 at 4% or $69,911 at 6%. |
| 2012 | 1 | 19 | $1,725,287 | $255,521 | $13,448iApproximate average salary by contribution assumption: employee only about $336,212 at 4% or $224,141 at 6%; with 50% employer match about $224,141 at 4% or $149,427 at 6%; with 100% employer match about $168,106 at 4% or $112,071 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 19 | $1,725,287 | $255,521 | $13,448iApproximate average salary by contribution assumption: employee only about $336,212 at 4% or $224,141 at 6%; with 50% employer match about $224,141 at 4% or $149,427 at 6%; with 100% employer match about $168,106 at 4% or $112,071 at 6%. |
| 2011 | 1 | 20 | $1,392,621 | $251,389 | $12,569iApproximate average salary by contribution assumption: employee only about $314,236 at 4% or $209,491 at 6%; with 50% employer match about $209,491 at 4% or $139,661 at 6%; with 100% employer match about $157,118 at 4% or $104,745 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 20 | $1,392,621 | $251,389 | $12,569iApproximate average salary by contribution assumption: employee only about $314,236 at 4% or $209,491 at 6%; with 50% employer match about $209,491 at 4% or $139,661 at 6%; with 100% employer match about $157,118 at 4% or $104,745 at 6%. |
| 2010 | 1 | 19 | $1,257,255 | $252,250 | $13,276iApproximate average salary by contribution assumption: employee only about $331,908 at 4% or $221,272 at 6%; with 50% employer match about $221,272 at 4% or $147,515 at 6%; with 100% employer match about $165,954 at 4% or $110,636 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 19 | $1,257,255 | $252,250 | $13,276iApproximate average salary by contribution assumption: employee only about $331,908 at 4% or $221,272 at 6%; with 50% employer match about $221,272 at 4% or $147,515 at 6%; with 100% employer match about $165,954 at 4% or $110,636 at 6%. |
| 2009 | 1 | 19 | $916,567 | $229,351 | $12,071iApproximate average salary by contribution assumption: employee only about $301,778 at 4% or $201,185 at 6%; with 50% employer match about $201,185 at 4% or $134,123 at 6%; with 100% employer match about $150,889 at 4% or $100,593 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 19 | $916,567 | $229,351 | $12,071iApproximate average salary by contribution assumption: employee only about $301,778 at 4% or $201,185 at 6%; with 50% employer match about $201,185 at 4% or $134,123 at 6%; with 100% employer match about $150,889 at 4% or $100,593 at 6%. |
| 2008 | 1 | 13 | $557,463 | $210,079 | $16,160iApproximate average salary by contribution assumption: employee only about $403,998 at 4% or $269,332 at 6%; with 50% employer match about $269,332 at 4% or $179,555 at 6%; with 100% employer match about $201,999 at 4% or $134,666 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 13 | $557,463 | $210,079 | $16,160iApproximate average salary by contribution assumption: employee only about $403,998 at 4% or $269,332 at 6%; with 50% employer match about $269,332 at 4% or $179,555 at 6%; with 100% employer match about $201,999 at 4% or $134,666 at 6%. |
| 2007 | 1 | 15 | $597,268 | $257,868 | $17,191iApproximate average salary by contribution assumption: employee only about $429,780 at 4% or $286,520 at 6%; with 50% employer match about $286,520 at 4% or $191,013 at 6%; with 100% employer match about $214,890 at 4% or $143,260 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | Current | 15 | $597,268 | $257,868 | $17,191iApproximate average salary by contribution assumption: employee only about $429,780 at 4% or $286,520 at 6%; with 50% employer match about $286,520 at 4% or $191,013 at 6%; with 100% employer match about $214,890 at 4% or $143,260 at 6%. |
| 2006 | 1 | 15 | $338,567 | $208,725 | $13,915iApproximate average salary by contribution assumption: employee only about $347,875 at 4% or $231,917 at 6%; with 50% employer match about $231,917 at 4% or $154,611 at 6%; with 100% employer match about $173,938 at 4% or $115,958 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 15 | $338,567 | $208,725 | $13,915iApproximate average salary by contribution assumption: employee only about $347,875 at 4% or $231,917 at 6%; with 50% employer match about $231,917 at 4% or $154,611 at 6%; with 100% employer match about $173,938 at 4% or $115,958 at 6%. |
| 2005 | 1 | 13 | $115,394 | $115,394 | $8,876iApproximate average salary by contribution assumption: employee only about $221,912 at 4% or $147,941 at 6%; with 50% employer match about $147,941 at 4% or $98,627 at 6%; with 100% employer match about $110,956 at 4% or $73,971 at 6%. |
| Cornerstone Structural Engineering Group Inc. Retirement Plan | - | 13 | $115,394 | $115,394 | $8,876iApproximate average salary by contribution assumption: employee only about $221,912 at 4% or $147,941 at 6%; with 50% employer match about $147,941 at 4% or $98,627 at 6%; with 100% employer match about $110,956 at 4% or $73,971 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037200001108
- Form Id
- 88085835
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7550378200001100001
- Ins Broker 01 Name
- MERRIL LYNCH LIFE AGY
- Ins Broker Comm Pd 01 Amount
- $2,351
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 4
- Row 2
- Filing Id
- 86037200001108
- Form Id
- 88085835
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7550378200001100001
- Ins Broker 01 Name
- ALL VALLEY ADMINISTRATORS, LLC
- Ins Broker 01 Street Addr
- 7447 N. FIRST ST., SUITE 100
- Ins Broker 01 City
- FRESNO
- Ins Broker 01 State
- CA
- Ins Broker 01 ZIP Code
- 93720
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $200
- Ins Broker Fees Pd 01 Text
- 5500 ADMINISTRATION
- Ins Broker 01 Code
- 5
- Row 3
- Ins Carrier Name: JOHN HANCOK LIFE INS. CO.
- Filing Id
- 86037200001108
- Form Id
- 88085835
- Schedule A EIN
- 20-0803404
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- JOHN HANCOK LIFE INS. CO.
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 47920
- Ins Prsn Covered End of year Count
- 15
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $2,351
- Ins Broker Fees Total Amount
- $200
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $592,948
- 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
- $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
- 86037200001108
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH LIFESTYLE AGGRESSIVE
- 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
- $56,097
- Row 2
- Filing Id
- 86037200001108
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7550378200001100002
- Row 3
- Filing Id
- 86037200001108
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7550378200001100002
- 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
- $193,812
- Row 4
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- 500 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
- $766
- Row 5
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7550378200001100002
- 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
- $70,153
- Row 6
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS INV CO AM
- 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
- $70,487
- Row 7
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS AM 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
- $776
- Row 8
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH UBS GLOBAL ALLOCATION
- 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
- $724
- Row 9
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH LM PARTNERS GLB HIGH YIELD
- 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
- $66,606
- Row 10
- Filing Id
- 86037200001108
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7550378200001100002
- 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
- $17,636
- Row 11
- Filing Id
- 86037200001108
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH OPPENHEIMER DEVELOPING MKT
- 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
- $47,845
- Row 12
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH LEGG MASON 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
- $8,874
- Row 13
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- MID CAP STOCK 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
- $37,178
- Row 14
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS EUROPACIFIC
- 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
- $5,765
- Row 15
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH DOMINI SOCIAL EQUITY
- 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
- $13,393
- Row 16
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH MUTUAL DISCOVERY
- 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
- $1,594
- Row 17
- Filing Id
- 86037200001108
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7550378200001100002
- DFE P1 Entity 01 Name
- JH MUTUAL BEACON
- 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
- $1,243
- Row 18
- Filing Id
- 86037200001108
- Schedule D EIN
- 20-0803404
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231
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$597,268$258,701 change
Balance Sheet
Beginning and end of plan year.
Total assets$338,567$597,268Increase +$258,701 (76.41%)
Total liabilities$0$0No change $0
Net assets$338,567$597,268Increase +$258,701 (76.41%)
Contributions
Employer contributions$131,528
Participant contributions$97,528
Other contributions$28,812
Income & Expenses
Total income$284,528
Total expenses$25,827
Net income$258,701
Source fields
- Schedule I source fields
- Filing Id
- 86037200001108
- Schedule I EIN
- 20-0803404
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2007-01-01
- Schedule I Tax Period
- 20071231
- Small plan total assets at beginning of year
- $338,567
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $338,567
- Small plan total assets at end of year
- $597,268
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $597,268
- Small plan employer contributions
- $131,528
- Small plan participant contributions
- $97,528
- Small Oth Contribution Rcvd Amount
- $28,812
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $26,660
- Small plan total income
- $284,528
- Small plan total benefit distributions
- $25,827
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $25,827
- Small plan net income or loss
- $258,701
- 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
- No
- Small Mortg Participants End of year Amount
- $0
- 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
- $75,000
- 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
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
- 86037200001108
- Schedule R EIN
- 20-0803404
- 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
- Pension Satisfy Cover Basis Code
- 1