Civic Intelligence
Filing

Engineering Development Systems Inc. 401K Profit Sharing Plan

Engineering Development Systems, In • EIN 38-3385520 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

25 → 23

-2 • -8.00%

Assets

Up

$874,153 → $1,292,280

$418,127 • 47.83%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$418,127

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200210$0$37,329-
Engineering Development Systems Inc. 401K Profit Sharing Plan-0-$37,329-
2001119$807,851$69,362$3,651iApproximate average salary by contribution assumption: employee only about $91,266 at 4% or $60,844 at 6%; with 50% employer match about $60,844 at 4% or $40,563 at 6%; with 100% employer match about $45,633 at 4% or $30,422 at 6%.
Engineering Development Systems Inc. 401K Profit Sharing Plan-19$807,851$69,362$3,651iApproximate average salary by contribution assumption: employee only about $91,266 at 4% or $60,844 at 6%; with 50% employer match about $60,844 at 4% or $40,563 at 6%; with 100% employer match about $45,633 at 4% or $30,422 at 6%.
2000120$1,199,503$93,880$4,694iApproximate average salary by contribution assumption: employee only about $117,350 at 4% or $78,233 at 6%; with 50% employer match about $78,233 at 4% or $52,156 at 6%; with 100% employer match about $58,675 at 4% or $39,117 at 6%.
Engineering Development Systems Inc. 401K Profit Sharing Plan-20$1,199,503$93,880$4,694iApproximate average salary by contribution assumption: employee only about $117,350 at 4% or $78,233 at 6%; with 50% employer match about $78,233 at 4% or $52,156 at 6%; with 100% employer match about $58,675 at 4% or $39,117 at 6%.
1999123$1,292,280$105,743$4,598iApproximate average salary by contribution assumption: employee only about $114,938 at 4% or $76,625 at 6%; with 50% employer match about $76,625 at 4% or $51,084 at 6%; with 100% employer match about $57,469 at 4% or $38,313 at 6%.
Engineering Development Systems Inc. 401K Profit Sharing PlanCurrent23$1,292,280$105,743$4,598iApproximate average salary by contribution assumption: employee only about $114,938 at 4% or $76,625 at 6%; with 50% employer match about $76,625 at 4% or $51,084 at 6%; with 100% employer match about $57,469 at 4% or $38,313 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037094475281
Form Id
3511744
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371094475030002
Ins Broker 01 Name
PENSIONTREND, INC.
Ins Broker 01 Street Addr
2149 JOLLY ROAD, SUITE 200
Ins Broker 01 City
OKEMOS
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
48864
Ins Broker Comm Pd 01 Amount
$4,950
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MANULIFE FINANCIAL (USA)
Filing Id
56037094475281
Form Id
3511744
Schedule A EIN
38-3385520
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
MANULIFE FINANCIAL (USA)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
52385
Ins Prsn Covered End of year Count
26
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$4,950
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$1,278,331
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
56037094475281
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE LIFESTYLE-GROWTH FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$61,517
Row 2
Filing Id
56037094475281
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
20371094475030003
Row 3
Filing Id
56037094475281
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE LIFESTYLE-AGGRESSIVE FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$113,441
Row 4
Filing Id
56037094475281
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE GROWTH STOCK FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$772
Row 5
Filing Id
56037094475281
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE GROWTH OPPORTUNITIES FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$141,724
Row 6
Filing Id
56037094475281
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE CONTRA FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$205,098
Row 7
Filing Id
56037094475281
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE FOREIGN FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$52,029
Row 8
Filing Id
56037094475281
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE INTERNATIONAL STOCK FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,713
Row 9
Filing Id
56037094475281
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE MID-CAP GROWTH FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$44,575
Row 10
Filing Id
56037094475281
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$115,717
Row 11
Filing Id
56037094475281
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE SCIENCE & TECHNOLOGY FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$338,283
Row 12
Filing Id
56037094475281
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE DEVELOPING MARKETS FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,980
Row 13
Filing Id
56037094475281
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE MONEY MARKET FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$76,069
Row 14
Filing Id
56037094475281
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE HIGH-YIELD FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,147
Row 15
Filing Id
56037094475281
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE GROWTH & INCOME FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$27,520
Row 16
Filing Id
56037094475281
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE MID-CAP VALUE FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,312
Row 17
Filing Id
56037094475281
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE SMALL-CAP VALUE FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$24,725
Row 18
Filing Id
56037094475281
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE DISCOVERY FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,468
Row 19
Filing Id
56037094475281
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE INDEX STOCK FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,003
Row 20
Filing Id
56037094475281
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
20371094475030003
DFE P1 Entity 01 Name
MANULIFE GROWTH PLUS STOCK FUND
DFE P1 Spons 01 Name
MANUFACTURERS LIFE INSURANCE CO USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$803
Row 21
Filing Id
56037094475281
Schedule D EIN
38-3385520
Schedule D Plan number
001
Schedule D Plan Year Begin Date
1999-01-01
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$1,292,280$418,127 change

Balance Sheet

Beginning and end of plan year.

Total assets$874,153$1,292,280Increase +$418,127 (47.83%)
Total liabilities$0$0No change $0
Net assets$874,153$1,292,280Increase +$418,127 (47.83%)

Contributions

Employer contributions$0
Participant contributions$105,743
Other contributions$0

Income & Expenses

Total income$418,127
Total expenses$0
Net income$418,127
Source fields
Schedule I source fields
Filing Id
56037094475281
Schedule I EIN
38-3385520
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$874,153
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$874,153
Small plan total assets at end of year
$1,292,280
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,292,280
Small plan employer contributions
$0
Small plan participant contributions
$105,743
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$312,384
Small plan total income
$418,127
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
$418,127
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$15,287
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
$70,000
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0