Civic Intelligence
Filing

National Benefit 401-Pw Plan

SOLID ROCK CONSTRUCTION • EIN 33-0854908 • Plan year 1999

Filing Insights

Participants

Up

0 → 6

6

Assets

Up

$0 → $6,154

$6,154

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$6,154
Pension payor EIN
94-3080771

Status Flags

Fidelity bond in place

No

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
2002112$220,862$171,502$14,292iApproximate average salary by contribution assumption: employee only about $357,296 at 4% or $238,197 at 6%; with 50% employer match about $238,197 at 4% or $158,798 at 6%; with 100% employer match about $178,648 at 4% or $119,099 at 6%.
National Benefit 401-Pw Plan-12$220,862$171,502$14,292iApproximate average salary by contribution assumption: employee only about $357,296 at 4% or $238,197 at 6%; with 50% employer match about $238,197 at 4% or $158,798 at 6%; with 100% employer match about $178,648 at 4% or $119,099 at 6%.
2001131$0$0-
National Benefit 401-Pw Plan-31---
200018$14,095$14,559$1,820iApproximate average salary by contribution assumption: employee only about $45,497 at 4% or $30,331 at 6%; with 50% employer match about $30,331 at 4% or $20,221 at 6%; with 100% employer match about $22,748 at 4% or $15,166 at 6%.
National Benefit 401-Pw Plan-8$14,095$14,559$1,820iApproximate average salary by contribution assumption: employee only about $45,497 at 4% or $30,331 at 6%; with 50% employer match about $30,331 at 4% or $20,221 at 6%; with 100% employer match about $22,748 at 4% or $15,166 at 6%.
199916$6,154$6,154$1,026iApproximate average salary by contribution assumption: employee only about $25,642 at 4% or $17,094 at 6%; with 50% employer match about $17,094 at 4% or $11,396 at 6%; with 100% employer match about $12,821 at 4% or $8,547 at 6%.
National Benefit 401-Pw PlanCurrent6$6,154$6,154$1,026iApproximate average salary by contribution assumption: employee only about $25,642 at 4% or $17,094 at 6%; with 50% employer match about $17,094 at 4% or $11,396 at 6%; with 100% employer match about $12,821 at 4% or $8,547 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037121098041
Form Id
4314967
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371121098040002
Ins Broker 01 Name
BENECO, INC.
Ins Broker 01 Street Addr
2737 WEST BASELINE ROAD
Ins Broker 01 City
TEMPE
Ins Broker 01 State
AZ
Ins Broker 01 ZIP Code
85283
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 2
Ins Carrier Name: THE MANUFACTURERS LIFE INSURANCE CO. (U.S.A.)
Filing Id
56037121098041
Form Id
4314967
Schedule A EIN
33-0854908
Schedule A Plan Num
011
Schedule A Plan Year Begin Date
1999-09-01
Schedule A Tax Period
19991231
Ins Carrier Name
THE MANUFACTURERS LIFE INSURANCE CO. (U.S.A.)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
GD37292
Ins Prsn Covered End of year Count
6
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$0
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
$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
56037121098041
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371121098040003
Row 2
Filing Id
56037121098041
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
STABLE VALUE FUND
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 3
Filing Id
56037121098041
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
CONSERVATIVE LIFESTYLE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 4
Filing Id
56037121098041
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
MODERATE LIFESTYLE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 5
Filing Id
56037121098041
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
BALANCED LIFESTYLE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 6
Filing Id
56037121098041
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
GROWTH LIFESTYLE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 7
Filing Id
56037121098041
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
AGGRESSIVE LIFESTYLE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 8
Filing Id
56037121098041
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
CONTRA FUND
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
56037121098041
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
GROWTH OPPORTUNITIES FUND
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 10
Filing Id
56037121098041
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
MID CAP EQUITY
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 11
Filing Id
56037121098041
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
10371121098040003
DFE P1 Entity 01 Name
SCIENCE & TECHNOLOGY FUND
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 12
Filing Id
56037121098041
Schedule D EIN
33-0854908
Schedule D Plan number
011
Schedule D Plan Year Begin Date
1999-09-01
Schedule D Tax Period
19991231

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$6,154$6,154 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$6,154Increase +$6,154
Total liabilities$0$0No change $0
Net assets$0$6,154Increase +$6,154

Contributions

Employer contributions$0
Participant contributions$6,154
Other contributions$0

Income & Expenses

Total income$6,154
Total expenses$0
Net income$6,154
Source fields
Schedule I source fields
Filing Id
56037121098041
Schedule I EIN
33-0854908
Schedule I Plan Num
011
Schedule I Plan Year Begin Date
1999-09-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$6,154
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$6,154
Small plan employer contributions
$0
Small plan participant contributions
$6,154
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$0
Small plan total income
$6,154
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$6,154
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
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN94-3080771

Transfers

Distributed property value$0
Schedule R source fields
Payor 94-3080771
Filing Id
56037121098041
Schedule R EIN
33-0854908
Schedule R Plan number
011
Schedule R Plan Year Begin Date
1999-09-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
94-3080771
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3