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Filing

Ecologic Analytics LLC 401(K) Plan

Ecologic Analytics LLC • EIN 41-1993948 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Up

0 → 11

11

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201210$0$617,740-
Ecologic Analytics LLC 401(K) Plan-0$0$617,740-
2011153$1,103,590$409,817$7,732iApproximate average salary by contribution assumption: employee only about $193,310 at 4% or $128,873 at 6%; with 50% employer match about $128,873 at 4% or $85,916 at 6%; with 100% employer match about $96,655 at 4% or $64,437 at 6%.
Ecologic Analytics LLC 401(K) Plan-53$1,103,590$409,817$7,732iApproximate average salary by contribution assumption: employee only about $193,310 at 4% or $128,873 at 6%; with 50% employer match about $128,873 at 4% or $85,916 at 6%; with 100% employer match about $96,655 at 4% or $64,437 at 6%.
2010134$796,654$281,032$8,266iApproximate average salary by contribution assumption: employee only about $206,641 at 4% or $137,761 at 6%; with 50% employer match about $137,761 at 4% or $91,841 at 6%; with 100% employer match about $103,321 at 4% or $68,880 at 6%.
Ecologic Analytics LLC 401(K) Plan-34$796,654$281,032$8,266iApproximate average salary by contribution assumption: employee only about $206,641 at 4% or $137,761 at 6%; with 50% employer match about $137,761 at 4% or $91,841 at 6%; with 100% employer match about $103,321 at 4% or $68,880 at 6%.
2009129$529,383$272,679$9,403iApproximate average salary by contribution assumption: employee only about $235,068 at 4% or $156,712 at 6%; with 50% employer match about $156,712 at 4% or $104,475 at 6%; with 100% employer match about $117,534 at 4% or $78,356 at 6%.
Ecologic Analytics LLC 401(K) Plan-29$529,383$272,679$9,403iApproximate average salary by contribution assumption: employee only about $235,068 at 4% or $156,712 at 6%; with 50% employer match about $156,712 at 4% or $104,475 at 6%; with 100% employer match about $117,534 at 4% or $78,356 at 6%.
2008132$176,590$206,169$6,443iApproximate average salary by contribution assumption: employee only about $161,070 at 4% or $107,380 at 6%; with 50% employer match about $107,380 at 4% or $71,586 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
Ecologic Analytics LLC 401(K) Plan-32$176,590$206,169$6,443iApproximate average salary by contribution assumption: employee only about $161,070 at 4% or $107,380 at 6%; with 50% employer match about $107,380 at 4% or $71,586 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
2007111$0$0-
Ecologic Analytics LLC 401(K) PlanCurrent11---
Schedule Details

Schedule A

Row 1
Filing Id
84037253350038
Form Id
90119043
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378253350030002
Ins Broker 01 Name
BOULAY, HEUTMAKER, ZIBELL & CO PLLP
Ins Broker 01 Street Addr
7500 FLYING CLOUD DRIVE, SUITE 800
Ins Broker 01 City
MINNEAPOLIS
Ins Broker 01 State
MN
Ins Broker 01 ZIP Code
55344
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$82
Ins Broker Fees Pd 01 Text
TPA COMPENSATION
Ins Broker 01 Code
5
Row 2
Filing Id
84037253350038
Form Id
90119043
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378253350030002
Ins Broker 01 Name
1ST GLOBAL CAPITAL CORP.
Ins Broker 01 Street Addr
8150 N. CENTRAL EXPRESSWAY, STE 500
Ins Broker 01 City
DALLAS
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
75206
Ins Broker Comm Pd 01 Amount
$72
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) ("JOHN HANCOCK USA")
Filing Id
84037253350038
Form Id
90119043
Schedule A EIN
41-1993948
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-09-01
Schedule A Tax Period
20071231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) ("JOHN HANCOCK USA")
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
68988
Ins Prsn Covered End of year Count
7
Ins Policy From Date
2007-09-24
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$72
Ins Broker Fees Total Amount
$82
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$67,152
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
84037253350038
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378253350030003
Row 2
Filing Id
84037253350038
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
JH LIFESTYLE BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,683
Row 3
Filing Id
84037253350038
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
JH LIFESTYLE GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,809
Row 4
Filing Id
84037253350038
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
JH LIFESTYLE AGGRESSIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$30,284
Row 5
Filing Id
84037253350038
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
JH EXCELSIOR VALUE & RESTRUCT
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,299
Row 6
Filing Id
84037253350038
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS GROWTH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,348
Row 7
Filing Id
84037253350038
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
JH AMERICAN CENTURY VISTA
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,155
Row 8
Filing Id
84037253350038
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
MID CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,285
Row 9
Filing Id
84037253350038
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
7010378253350030003
DFE P1 Entity 01 Name
INTL EQUITY INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,290