Civic Intelligence
Filing

Glade Run Lutheran Services 401(K) Plan

Glade Run Lutheran Services • EIN 25-0974320 • Plan year 2005

Company ProfileSource Archive

View Related Profile

Filing Insights

Participants

Up

288 → 298

10 • 3.47%

Assets

Up

$0 → $267,803

$267,803

Investment Management Fee

0.00%

$0

Admin expenses $4,411 • Total expenses $8,111

Filing Details

Context
Net investment result
$267,803
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

No

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

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties
ProviderServicesLocationDirect CompensationRelated
GROSSMAN YANAK & FORD LLPEIN 25-1638525Accountant--Grossman Yanak Ford

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241219$5,976,317$703,599$3,213iApproximate average salary by contribution assumption: employee only about $80,320 at 4% or $53,546 at 6%; with 50% employer match about $53,546 at 4% or $35,698 at 6%; with 100% employer match about $40,160 at 4% or $26,773 at 6%.
Glade Run Lutheran Services 401(K) Plan-219$5,976,317$703,599$3,213iApproximate average salary by contribution assumption: employee only about $80,320 at 4% or $53,546 at 6%; with 50% employer match about $53,546 at 4% or $35,698 at 6%; with 100% employer match about $40,160 at 4% or $26,773 at 6%.
20233280$5,937,802$3,244,929$11,589iApproximate average salary by contribution assumption: employee only about $289,726 at 4% or $193,151 at 6%; with 50% employer match about $193,151 at 4% or $128,767 at 6%; with 100% employer match about $144,863 at 4% or $96,575 at 6%.
Glade Run Lutheran Services 401(K) Plan-199$5,063,304$482,490$2,425iApproximate average salary by contribution assumption: employee only about $60,614 at 4% or $40,410 at 6%; with 50% employer match about $40,410 at 4% or $26,940 at 6%; with 100% employer match about $30,307 at 4% or $20,205 at 6%.
GLADE RUN LUTHERAN SERVICES EMPLOYEE BENEFIT PLAN-154$874,498$2,762,439$17,938iApproximate average salary by contribution assumption: employee only about $448,448 at 4% or $298,965 at 6%; with 50% employer match about $298,965 at 4% or $199,310 at 6%; with 100% employer match about $224,224 at 4% or $149,483 at 6%.
Glade Run Lutheran Services Welfare Plan-280---
20223527$4,531,359$2,573,309$4,883iApproximate average salary by contribution assumption: employee only about $122,073 at 4% or $81,382 at 6%; with 50% employer match about $81,382 at 4% or $54,255 at 6%; with 100% employer match about $61,037 at 4% or $40,691 at 6%.
Glade Run Lutheran Services 401(K) Plan-190$4,209,172$423,546$2,229iApproximate average salary by contribution assumption: employee only about $55,730 at 4% or $37,153 at 6%; with 50% employer match about $37,153 at 4% or $24,769 at 6%; with 100% employer match about $27,865 at 4% or $18,577 at 6%.
GLADE RUN LUTHERAN SERVICES EMPLOYEE BENEFIT PLAN-153$322,187$2,149,763$14,051iApproximate average salary by contribution assumption: employee only about $351,268 at 4% or $234,179 at 6%; with 50% employer match about $234,179 at 4% or $156,119 at 6%; with 100% employer match about $175,634 at 4% or $117,089 at 6%.
Glade Run Lutheran Services Welfare Plan-527---
20213213$6,022,618$2,290,344$10,753iApproximate average salary by contribution assumption: employee only about $268,820 at 4% or $179,213 at 6%; with 50% employer match about $179,213 at 4% or $119,475 at 6%; with 100% employer match about $134,410 at 4% or $89,607 at 6%.
Glade Run Lutheran Services 401(K) Plan-199$5,519,281$337,735$1,697iApproximate average salary by contribution assumption: employee only about $42,429 at 4% or $28,286 at 6%; with 50% employer match about $28,286 at 4% or $18,857 at 6%; with 100% employer match about $21,215 at 4% or $14,143 at 6%.
GLADE RUN LUTHERAN SERVICES EMPLOYEE BENEFIT PLAN-158$503,337$1,952,609$12,358iApproximate average salary by contribution assumption: employee only about $308,957 at 4% or $205,971 at 6%; with 50% employer match about $205,971 at 4% or $137,314 at 6%; with 100% employer match about $154,479 at 4% or $102,986 at 6%.
Glade Run Lutheran Services Welfare Plan-213---
20202226$4,995,674$307,722$1,362iApproximate average salary by contribution assumption: employee only about $34,040 at 4% or $22,693 at 6%; with 50% employer match about $22,693 at 4% or $15,129 at 6%; with 100% employer match about $17,020 at 4% or $11,347 at 6%.
Glade Run Lutheran Services 401(K) Plan-220$4,995,674$307,722$1,399iApproximate average salary by contribution assumption: employee only about $34,968 at 4% or $23,312 at 6%; with 50% employer match about $23,312 at 4% or $15,542 at 6%; with 100% employer match about $17,484 at 4% or $11,656 at 6%.
Glade Run Lutheran Services Welfare Plan-226---
20192225$4,135,861$335,792$1,492iApproximate average salary by contribution assumption: employee only about $37,310 at 4% or $24,873 at 6%; with 50% employer match about $24,873 at 4% or $16,582 at 6%; with 100% employer match about $18,655 at 4% or $12,437 at 6%.
Glade Run Lutheran Services 401(K) Plan-205$4,135,861$335,792$1,638iApproximate average salary by contribution assumption: employee only about $40,950 at 4% or $27,300 at 6%; with 50% employer match about $27,300 at 4% or $18,200 at 6%; with 100% employer match about $20,475 at 4% or $13,650 at 6%.
Glade Run Lutheran Services Welfare Plan-225---
20182219$3,314,527$303,537$1,386iApproximate average salary by contribution assumption: employee only about $34,650 at 4% or $23,100 at 6%; with 50% employer match about $23,100 at 4% or $15,400 at 6%; with 100% employer match about $17,325 at 4% or $11,550 at 6%.
Glade Run Lutheran Services 401(K) Plan-195$3,314,527$303,537$1,557iApproximate average salary by contribution assumption: employee only about $38,915 at 4% or $25,943 at 6%; with 50% employer match about $25,943 at 4% or $17,296 at 6%; with 100% employer match about $19,458 at 4% or $12,972 at 6%.
Glade Run Lutheran Services Welfare Plan-219---
20172242$3,697,695$261,848$1,082iApproximate average salary by contribution assumption: employee only about $27,050 at 4% or $18,034 at 6%; with 50% employer match about $18,034 at 4% or $12,022 at 6%; with 100% employer match about $13,525 at 4% or $9,017 at 6%.
Glade Run Lutheran Services 401(K) Plan-242$3,697,695$261,848$1,082iApproximate average salary by contribution assumption: employee only about $27,050 at 4% or $18,034 at 6%; with 50% employer match about $18,034 at 4% or $12,022 at 6%; with 100% employer match about $13,525 at 4% or $9,017 at 6%.
Glade Run Lutheran Services Welfare Plan-212---
20162302$3,489,202$354,506$1,174iApproximate average salary by contribution assumption: employee only about $29,347 at 4% or $19,564 at 6%; with 50% employer match about $19,564 at 4% or $13,043 at 6%; with 100% employer match about $14,673 at 4% or $9,782 at 6%.
Glade Run Lutheran Services 401(K) Plan-214$3,489,202$354,506$1,657iApproximate average salary by contribution assumption: employee only about $41,414 at 4% or $27,610 at 6%; with 50% employer match about $27,610 at 4% or $18,406 at 6%; with 100% employer match about $20,707 at 4% or $13,805 at 6%.
Glade Run Lutheran Services Welfare Plan-302---
20152365$3,514,867$521,735$1,429iApproximate average salary by contribution assumption: employee only about $35,735 at 4% or $23,824 at 6%; with 50% employer match about $23,824 at 4% or $15,882 at 6%; with 100% employer match about $17,868 at 4% or $11,912 at 6%.
Glade Run Lutheran Services 401(K) Plan-310$3,514,867$521,735$1,683iApproximate average salary by contribution assumption: employee only about $42,075 at 4% or $28,050 at 6%; with 50% employer match about $28,050 at 4% or $18,700 at 6%; with 100% employer match about $21,038 at 4% or $14,025 at 6%.
Glade Run Lutheran Services Welfare Plan-365---
20142379$3,346,302$359,403$948iApproximate average salary by contribution assumption: employee only about $23,707 at 4% or $15,805 at 6%; with 50% employer match about $15,805 at 4% or $10,537 at 6%; with 100% employer match about $11,854 at 4% or $7,902 at 6%.
Glade Run Lutheran Services 401(K) Plan-358$3,346,302$359,403$1,004iApproximate average salary by contribution assumption: employee only about $25,098 at 4% or $16,732 at 6%; with 50% employer match about $16,732 at 4% or $11,155 at 6%; with 100% employer match about $12,549 at 4% or $8,366 at 6%.
Glade Run Lutheran Services Welfare Plan-379---
20132389$3,034,947$366,826$943iApproximate average salary by contribution assumption: employee only about $23,575 at 4% or $15,717 at 6%; with 50% employer match about $15,717 at 4% or $10,478 at 6%; with 100% employer match about $11,787 at 4% or $7,858 at 6%.
Glade Run Lutheran Services 401(K) Plan-389$3,034,947$366,826$943iApproximate average salary by contribution assumption: employee only about $23,575 at 4% or $15,717 at 6%; with 50% employer match about $15,717 at 4% or $10,478 at 6%; with 100% employer match about $11,787 at 4% or $7,858 at 6%.
Glade Run Lutheran Services Welfare Plan-373---
20122400$2,447,932$324,813$812iApproximate average salary by contribution assumption: employee only about $20,301 at 4% or $13,534 at 6%; with 50% employer match about $13,534 at 4% or $9,023 at 6%; with 100% employer match about $10,150 at 4% or $6,767 at 6%.
Glade Run Lutheran Services 401(K) Plan-359$2,447,932$324,813$905iApproximate average salary by contribution assumption: employee only about $22,619 at 4% or $15,080 at 6%; with 50% employer match about $15,080 at 4% or $10,053 at 6%; with 100% employer match about $11,310 at 4% or $7,540 at 6%.
Glade Run Lutheran Services Welfare Plan-400---
20112384$1,913,839$247,155$644iApproximate average salary by contribution assumption: employee only about $16,091 at 4% or $10,727 at 6%; with 50% employer match about $10,727 at 4% or $7,151 at 6%; with 100% employer match about $8,045 at 4% or $5,364 at 6%.
Glade Run Lutheran Services 401(K) Plan-326$1,913,839$247,155$758iApproximate average salary by contribution assumption: employee only about $18,954 at 4% or $12,636 at 6%; with 50% employer match about $12,636 at 4% or $8,424 at 6%; with 100% employer match about $9,477 at 4% or $6,318 at 6%.
Glade Run Lutheran Services Welfare Plan-384---
20102360$1,882,810$198,215$551iApproximate average salary by contribution assumption: employee only about $13,765 at 4% or $9,177 at 6%; with 50% employer match about $9,177 at 4% or $6,118 at 6%; with 100% employer match about $6,882 at 4% or $4,588 at 6%.
Glade Run Lutheran Services 401(K) Plan-307$1,882,810$198,215$646iApproximate average salary by contribution assumption: employee only about $16,141 at 4% or $10,761 at 6%; with 50% employer match about $10,761 at 4% or $7,174 at 6%; with 100% employer match about $8,071 at 4% or $5,380 at 6%.
Glade Run Lutheran Services Welfare Plan-360---
20092346$1,605,731$239,022$691iApproximate average salary by contribution assumption: employee only about $17,270 at 4% or $11,514 at 6%; with 50% employer match about $11,514 at 4% or $7,676 at 6%; with 100% employer match about $8,635 at 4% or $5,757 at 6%.
Glade Run Lutheran Services 401(K) Plan-315$1,605,731$239,022$759iApproximate average salary by contribution assumption: employee only about $18,970 at 4% or $12,647 at 6%; with 50% employer match about $12,647 at 4% or $8,431 at 6%; with 100% employer match about $9,485 at 4% or $6,323 at 6%.
Glade Run Lutheran Services Welfare Plan-346---
20082314$1,050,031$390,230$1,243iApproximate average salary by contribution assumption: employee only about $31,069 at 4% or $20,713 at 6%; with 50% employer match about $20,713 at 4% or $13,809 at 6%; with 100% employer match about $15,535 at 4% or $10,356 at 6%.
Glade Run Lutheran Services 401(K) Plan-291$1,050,031$390,230$1,341iApproximate average salary by contribution assumption: employee only about $33,525 at 4% or $22,350 at 6%; with 50% employer match about $22,350 at 4% or $14,900 at 6%; with 100% employer match about $16,762 at 4% or $11,175 at 6%.
Glade Run Lutheran Services Welfare Plan-314---
20072340$1,262,327$661,956$1,947iApproximate average salary by contribution assumption: employee only about $48,673 at 4% or $32,449 at 6%; with 50% employer match about $32,449 at 4% or $21,633 at 6%; with 100% employer match about $24,337 at 4% or $16,224 at 6%.
Glade Run Lutheran Services 401(K) Plan-289$1,262,327$661,956$2,291iApproximate average salary by contribution assumption: employee only about $57,263 at 4% or $38,175 at 6%; with 50% employer match about $38,175 at 4% or $25,450 at 6%; with 100% employer match about $28,631 at 4% or $19,088 at 6%.
Glade Run Lutheran Services Welfare Plan-340---
20062342$622,748$327,398$957iApproximate average salary by contribution assumption: employee only about $23,933 at 4% or $15,955 at 6%; with 50% employer match about $15,955 at 4% or $10,637 at 6%; with 100% employer match about $11,966 at 4% or $7,978 at 6%.
Glade Run Lutheran Services 401(K) Plan-309$622,748$327,398$1,060iApproximate average salary by contribution assumption: employee only about $26,489 at 4% or $17,659 at 6%; with 50% employer match about $17,659 at 4% or $11,773 at 6%; with 100% employer match about $13,244 at 4% or $8,830 at 6%.
Glade Run Lutheran Services Welfare Plan-342---
20052372$267,803$262,009$704iApproximate average salary by contribution assumption: employee only about $17,608 at 4% or $11,739 at 6%; with 50% employer match about $11,739 at 4% or $7,826 at 6%; with 100% employer match about $8,804 at 4% or $5,869 at 6%.
Glade Run Lutheran Services 401(K) PlanCurrent298$267,803$262,009$879iApproximate average salary by contribution assumption: employee only about $21,981 at 4% or $14,654 at 6%; with 50% employer match about $14,654 at 4% or $9,769 at 6%; with 100% employer match about $10,990 at 4% or $7,327 at 6%.
Glade Run Lutheran Services Welfare Plan-372---
20041343$0$0-
Glade Run Lutheran Services Welfare Plan-343---
20031327$0$0-
Glade Run Lutheran Services Welfare Plan-327---
20021268$0$0-
Glade Run Lutheran Services Welfare Plan-268---
20011228$0$0-
Glade Run Lutheran Services Welfare Plan-228---
20001214$0$0-
Glade Run Lutheran Services Welfare Plan-214---
Schedule Details

Schedule A

Row 1
Filing Id
84037347324286
Form Id
75438508
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324030002
Ins Broker 01 Name
NFP SECURITIES, INC
Ins Broker 01 Street Addr
ONE GATEWAY CENTER SUITE 7 NORTH
Ins Broker 01 City
PITTSBURGH
Ins Broker 01 State
PA
Ins Broker 01 ZIP Code
15222
Ins Broker Comm Pd 01 Amount
$2,951
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037347324286
Form Id
75438508
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
5020376347324030002
Ins Broker 01 Name
DUNBAR BENDER & ZAPF INC.
Ins Broker 01 Street Addr
FRICK BLDG SUITE 1100 437 GRANT ST
Ins Broker 01 City
PITTSBURGH
Ins Broker 01 State
PA
Ins Broker 01 ZIP Code
15219
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$1,483
Ins Broker Fees Pd 01 Text
TPA COMP NOT PAID FROM CONTRACT PAID BY JOHN HANCOCK TO TPA
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: JOHN HANCOCK USA
Filing Id
84037347324286
Form Id
75438508
Schedule A EIN
25-0974320
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
JOHN HANCOCK USA
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
36656
Ins Prsn Covered End of year Count
177
Ins Policy From Date
2005-02-24
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$2,951
Ins Broker Fees Total Amount
$1,483
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$267,803
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
84037347324286
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324030003
Row 2
Filing Id
84037347324286
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324030003
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
$14,024
Row 3
Filing Id
84037347324286
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
5020376347324030003
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
$2,965
Row 4
Filing Id
84037347324286
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH LIFESTYLE CONSERVATIVE
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
$7,915
Row 5
Filing Id
84037347324286
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
5020376347324030003
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
$43,539
Row 6
Filing Id
84037347324286
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH LIFESTYLE MODERATE
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
$11,027
Row 7
Filing Id
84037347324286
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH MUNDER SMALL-CAP 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
$8,809
Row 8
Filing Id
84037347324286
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH OPPENHEIMER DEVELOPING
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
$6,637
Row 9
Filing Id
84037347324286
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH PIMCO TOTAL RETURN
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
$4,547
Row 10
Filing Id
84037347324286
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH ROYCE OPPORTUNITY
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
$1,522
Row 11
Filing Id
84037347324286
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH SALOMON BROS HIGH YIEL
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
$3,396
Row 12
Filing Id
84037347324286
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE BLUE CHI
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
$3,014
Row 13
Filing Id
84037347324286
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE MID-CAP
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
$3,719
Row 14
Filing Id
84037347324286
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
5020376347324030003
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
$8,078
Row 15
Filing Id
84037347324286
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
5020376347324030003
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
$3,287
Row 16
Filing Id
84037347324286
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH CALAMOS 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
$7,184
Row 17
Filing Id
84037347324286
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
5020376347324030003
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
$6,110
Row 18
Filing Id
84037347324286
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH EXCELSIOR VALUE & REST
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
$3,797
Row 19
Filing Id
84037347324286
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH EXPLORER
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
$677
Row 20
Filing Id
84037347324286
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
5020376347324030003
DFE P1 Entity 01 Name
JH JOHN HANCOCK CLASSIC V
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
$5,465
Row 21
Filing Id
84037347324286
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
5020376347324030003
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
$22,294
Row 22
Filing Id
84037347324286
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
5020376347324030003
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
$99,795
Row 23
Filing Id
84037347324286
Schedule D EIN
25-0974320
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20051231

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$267,803$267,803 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$267,803Increase +$267,803
Total liabilities$0$0No change $0
Net assets$0$267,803Increase +$267,803

Contributions

Employer contributions$53,123
Participant contributions$202,139
Other contributions$6,747
Total contributions$262,009

Income & Investment Result

Total income$275,914
Interest$0
Dividends$0
Net income$267,803

Expenses & Fees

Benefits paid$3,700
Investment management$0
Administrative expenses$4,411
Total expenses$8,111

Accountant

FirmGROSSMAN YANAK & FORD LLP
Firm EIN25-1638525

Compliance

Fidelity bondNo
Fidelity bond amount$0
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $0Total assets at end of year: $267,803Total liabilities at end of year: $0Net income or loss: $267,803
Filing Id
84037347324286
Schedule H EIN
25-0974320
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2005-01-01
Schedule H Tax Period
20051231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
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
$0
Interest Common Tr Beginning of year Amount
$0
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
$0
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
$0
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$0
Non Interest Bear Cash End of year Amount
$0
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
$267,803
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
$267,803
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
$267,803
Employer contributions
$53,123
Participant contributions
$202,139
Oth Contribution Rcvd Amount
$6,747
Non Cash Contribution Bs Amount
$0
Total contributions
$262,009
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
$0
Total dividend income
$0
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
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$13,905
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$275,914
Participant distributions
$3,700
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$3,700
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$4,411
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$4,411
Total expenses
$8,111
Net income or loss
$267,803
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
GROSSMAN YANAK & FORD LLP
Accountant firm EIN
25-1638525
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
No
Fidelity bond amount
$0
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
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 EIN01-0233346

Transfers

Distributed property value$0
Schedule R source fields
Payor 01-0233346
Filing Id
84037347324286
Schedule R EIN
25-0974320
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
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