Fidelity bond in place
Yes
Filing9160 Red Branch RoadSuite W1Columbia, MD 21045-2002
Data Processing Solutions Inc. 401(K) Profit Sharing Plan
Data Processing Solutions Inc. • EIN 52-0941428 • Columbia, MD • Plan year 2007
Filing Insights
Participants
Down72 → 37
-35 • -48.61%
Assets
Up$5,555,908 → $5,731,703
$175,795 • 3.16%
Investment Management Fee
-
Admin expenses - • Total expenses $280,923
Filing Details
Context- Net investment result
- $175,795
- 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 | 78 | $9,924,380 | $598,784 | $7,677iApproximate average salary by contribution assumption: employee only about $191,918 at 4% or $127,945 at 6%; with 50% employer match about $127,945 at 4% or $85,297 at 6%; with 100% employer match about $95,959 at 4% or $63,973 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 78 | $9,924,380 | $598,784 | $7,677iApproximate average salary by contribution assumption: employee only about $191,918 at 4% or $127,945 at 6%; with 50% employer match about $127,945 at 4% or $85,297 at 6%; with 100% employer match about $95,959 at 4% or $63,973 at 6%. |
| 2023 | 1 | 71 | $8,664,924 | $420,035 | $5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,733 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 71 | $8,664,924 | $420,035 | $5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,733 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%. |
| 2022 | 1 | 72 | $7,205,112 | $404,299 | $5,615iApproximate average salary by contribution assumption: employee only about $140,382 at 4% or $93,588 at 6%; with 50% employer match about $93,588 at 4% or $62,392 at 6%; with 100% employer match about $70,191 at 4% or $46,794 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 72 | $7,205,112 | $404,299 | $5,615iApproximate average salary by contribution assumption: employee only about $140,382 at 4% or $93,588 at 6%; with 50% employer match about $93,588 at 4% or $62,392 at 6%; with 100% employer match about $70,191 at 4% or $46,794 at 6%. |
| 2021 | 1 | 70 | $9,029,484 | $459,052 | $6,558iApproximate average salary by contribution assumption: employee only about $163,947 at 4% or $109,298 at 6%; with 50% employer match about $109,298 at 4% or $72,865 at 6%; with 100% employer match about $81,974 at 4% or $54,649 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 70 | $9,029,484 | $459,052 | $6,558iApproximate average salary by contribution assumption: employee only about $163,947 at 4% or $109,298 at 6%; with 50% employer match about $109,298 at 4% or $72,865 at 6%; with 100% employer match about $81,974 at 4% or $54,649 at 6%. |
| 2020 | 1 | 70 | $7,987,282 | $448,625 | $6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,112 at 4% or $53,408 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 70 | $7,987,282 | $448,625 | $6,409iApproximate average salary by contribution assumption: employee only about $160,223 at 4% or $106,815 at 6%; with 50% employer match about $106,815 at 4% or $71,210 at 6%; with 100% employer match about $80,112 at 4% or $53,408 at 6%. |
| 2019 | 1 | 60 | $7,941,442 | $386,156 | $6,436iApproximate average salary by contribution assumption: employee only about $160,898 at 4% or $107,266 at 6%; with 50% employer match about $107,266 at 4% or $71,510 at 6%; with 100% employer match about $80,449 at 4% or $53,633 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 60 | $7,941,442 | $386,156 | $6,436iApproximate average salary by contribution assumption: employee only about $160,898 at 4% or $107,266 at 6%; with 50% employer match about $107,266 at 4% or $71,510 at 6%; with 100% employer match about $80,449 at 4% or $53,633 at 6%. |
| 2018 | 1 | 62 | $6,422,068 | $402,778 | $6,496iApproximate average salary by contribution assumption: employee only about $162,410 at 4% or $108,274 at 6%; with 50% employer match about $108,274 at 4% or $72,182 at 6%; with 100% employer match about $81,205 at 4% or $54,137 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 62 | $6,422,068 | $402,778 | $6,496iApproximate average salary by contribution assumption: employee only about $162,410 at 4% or $108,274 at 6%; with 50% employer match about $108,274 at 4% or $72,182 at 6%; with 100% employer match about $81,205 at 4% or $54,137 at 6%. |
| 2017 | 1 | 70 | $6,697,937 | $328,674 | $4,695iApproximate average salary by contribution assumption: employee only about $117,384 at 4% or $78,256 at 6%; with 50% employer match about $78,256 at 4% or $52,170 at 6%; with 100% employer match about $58,692 at 4% or $39,128 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 70 | $6,697,937 | $328,674 | $4,695iApproximate average salary by contribution assumption: employee only about $117,384 at 4% or $78,256 at 6%; with 50% employer match about $78,256 at 4% or $52,170 at 6%; with 100% employer match about $58,692 at 4% or $39,128 at 6%. |
| 2016 | 1 | 75 | $5,801,648 | $993,699 | $13,249iApproximate average salary by contribution assumption: employee only about $331,233 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,215 at 6%; with 100% employer match about $165,617 at 4% or $110,411 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 75 | $5,801,648 | $993,699 | $13,249iApproximate average salary by contribution assumption: employee only about $331,233 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,215 at 6%; with 100% employer match about $165,617 at 4% or $110,411 at 6%. |
| 2015 | 1 | 59 | $4,434,148 | $231,959 | $3,932iApproximate average salary by contribution assumption: employee only about $98,288 at 4% or $65,525 at 6%; with 50% employer match about $65,525 at 4% or $43,683 at 6%; with 100% employer match about $49,144 at 4% or $32,763 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 59 | $4,434,148 | $231,959 | $3,932iApproximate average salary by contribution assumption: employee only about $98,288 at 4% or $65,525 at 6%; with 50% employer match about $65,525 at 4% or $43,683 at 6%; with 100% employer match about $49,144 at 4% or $32,763 at 6%. |
| 2014 | 1 | 65 | $4,531,877 | $300,938 | $4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,164 at 6%; with 50% employer match about $77,164 at 4% or $51,442 at 6%; with 100% employer match about $57,873 at 4% or $38,582 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 65 | $4,531,877 | $300,938 | $4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,164 at 6%; with 50% employer match about $77,164 at 4% or $51,442 at 6%; with 100% employer match about $57,873 at 4% or $38,582 at 6%. |
| 2013 | 1 | 65 | $4,280,534 | $233,079 | $3,586iApproximate average salary by contribution assumption: employee only about $89,646 at 4% or $59,764 at 6%; with 50% employer match about $59,764 at 4% or $39,843 at 6%; with 100% employer match about $44,823 at 4% or $29,882 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 65 | $4,280,534 | $233,079 | $3,586iApproximate average salary by contribution assumption: employee only about $89,646 at 4% or $59,764 at 6%; with 50% employer match about $59,764 at 4% or $39,843 at 6%; with 100% employer match about $44,823 at 4% or $29,882 at 6%. |
| 2012 | 1 | 69 | $4,094,673 | $307,192 | $4,452iApproximate average salary by contribution assumption: employee only about $111,301 at 4% or $74,201 at 6%; with 50% employer match about $74,201 at 4% or $49,467 at 6%; with 100% employer match about $55,651 at 4% or $37,100 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 69 | $4,094,673 | $307,192 | $4,452iApproximate average salary by contribution assumption: employee only about $111,301 at 4% or $74,201 at 6%; with 50% employer match about $74,201 at 4% or $49,467 at 6%; with 100% employer match about $55,651 at 4% or $37,100 at 6%. |
| 2011 | 1 | 70 | $3,503,993 | $216,274 | $3,090iApproximate average salary by contribution assumption: employee only about $77,241 at 4% or $51,494 at 6%; with 50% employer match about $51,494 at 4% or $34,329 at 6%; with 100% employer match about $38,620 at 4% or $25,747 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 70 | $3,503,993 | $216,274 | $3,090iApproximate average salary by contribution assumption: employee only about $77,241 at 4% or $51,494 at 6%; with 50% employer match about $51,494 at 4% or $34,329 at 6%; with 100% employer match about $38,620 at 4% or $25,747 at 6%. |
| 2010 | 1 | 74 | $4,322,313 | $233,652 | $3,157iApproximate average salary by contribution assumption: employee only about $78,936 at 4% or $52,624 at 6%; with 50% employer match about $52,624 at 4% or $35,083 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 74 | $4,322,313 | $233,652 | $3,157iApproximate average salary by contribution assumption: employee only about $78,936 at 4% or $52,624 at 6%; with 50% employer match about $52,624 at 4% or $35,083 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%. |
| 2009 | 1 | 89 | $5,064,554 | $309,934 | $3,482iApproximate average salary by contribution assumption: employee only about $87,060 at 4% or $58,040 at 6%; with 50% employer match about $58,040 at 4% or $38,693 at 6%; with 100% employer match about $43,530 at 4% or $29,020 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 89 | $5,064,554 | $309,934 | $3,482iApproximate average salary by contribution assumption: employee only about $87,060 at 4% or $58,040 at 6%; with 50% employer match about $58,040 at 4% or $38,693 at 6%; with 100% employer match about $43,530 at 4% or $29,020 at 6%. |
| 2008 | 1 | 41 | $3,863,045 | $218,731 | $5,335iApproximate average salary by contribution assumption: employee only about $133,373 at 4% or $88,915 at 6%; with 50% employer match about $88,915 at 4% or $59,277 at 6%; with 100% employer match about $66,686 at 4% or $44,458 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 41 | $3,863,045 | $218,731 | $5,335iApproximate average salary by contribution assumption: employee only about $133,373 at 4% or $88,915 at 6%; with 50% employer match about $88,915 at 4% or $59,277 at 6%; with 100% employer match about $66,686 at 4% or $44,458 at 6%. |
| 2007 | 1 | 37 | $5,731,703 | $216,140 | $5,842iApproximate average salary by contribution assumption: employee only about $146,041 at 4% or $97,360 at 6%; with 50% employer match about $97,360 at 4% or $64,907 at 6%; with 100% employer match about $73,020 at 4% or $48,680 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | Current | 37 | $5,731,703 | $216,140 | $5,842iApproximate average salary by contribution assumption: employee only about $146,041 at 4% or $97,360 at 6%; with 50% employer match about $97,360 at 4% or $64,907 at 6%; with 100% employer match about $73,020 at 4% or $48,680 at 6%. |
| 2006 | 1 | 37 | $5,555,908 | $214,687 | $5,802iApproximate average salary by contribution assumption: employee only about $145,059 at 4% or $96,706 at 6%; with 50% employer match about $96,706 at 4% or $64,471 at 6%; with 100% employer match about $72,529 at 4% or $48,353 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 37 | $5,555,908 | $214,687 | $5,802iApproximate average salary by contribution assumption: employee only about $145,059 at 4% or $96,706 at 6%; with 50% employer match about $96,706 at 4% or $64,471 at 6%; with 100% employer match about $72,529 at 4% or $48,353 at 6%. |
| 2005 | 1 | 48 | $4,897,429 | $335,213 | $6,984iApproximate average salary by contribution assumption: employee only about $174,590 at 4% or $116,393 at 6%; with 50% employer match about $116,393 at 4% or $77,596 at 6%; with 100% employer match about $87,295 at 4% or $58,197 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 48 | $4,897,429 | $335,213 | $6,984iApproximate average salary by contribution assumption: employee only about $174,590 at 4% or $116,393 at 6%; with 50% employer match about $116,393 at 4% or $77,596 at 6%; with 100% employer match about $87,295 at 4% or $58,197 at 6%. |
| 2004 | 1 | 39 | $4,331,604 | $203,979 | $5,230iApproximate average salary by contribution assumption: employee only about $130,756 at 4% or $87,171 at 6%; with 50% employer match about $87,171 at 4% or $58,114 at 6%; with 100% employer match about $65,378 at 4% or $43,585 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 39 | $4,331,604 | $203,979 | $5,230iApproximate average salary by contribution assumption: employee only about $130,756 at 4% or $87,171 at 6%; with 50% employer match about $87,171 at 4% or $58,114 at 6%; with 100% employer match about $65,378 at 4% or $43,585 at 6%. |
| 2003 | 1 | 42 | $3,716,785 | $202,302 | $4,817iApproximate average salary by contribution assumption: employee only about $120,418 at 4% or $80,279 at 6%; with 50% employer match about $80,279 at 4% or $53,519 at 6%; with 100% employer match about $60,209 at 4% or $40,139 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 42 | $3,716,785 | $202,302 | $4,817iApproximate average salary by contribution assumption: employee only about $120,418 at 4% or $80,279 at 6%; with 50% employer match about $80,279 at 4% or $53,519 at 6%; with 100% employer match about $60,209 at 4% or $40,139 at 6%. |
| 2002 | 1 | 48 | $3,004,247 | $245,923 | $5,123iApproximate average salary by contribution assumption: employee only about $128,085 at 4% or $85,390 at 6%; with 50% employer match about $85,390 at 4% or $56,927 at 6%; with 100% employer match about $64,042 at 4% or $42,695 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 48 | $3,004,247 | $245,923 | $5,123iApproximate average salary by contribution assumption: employee only about $128,085 at 4% or $85,390 at 6%; with 50% employer match about $85,390 at 4% or $56,927 at 6%; with 100% employer match about $64,042 at 4% or $42,695 at 6%. |
| 2001 | 1 | 52 | $3,064,661 | $260,559 | $5,011iApproximate average salary by contribution assumption: employee only about $125,269 at 4% or $83,513 at 6%; with 50% employer match about $83,513 at 4% or $55,675 at 6%; with 100% employer match about $62,634 at 4% or $41,756 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 52 | $3,064,661 | $260,559 | $5,011iApproximate average salary by contribution assumption: employee only about $125,269 at 4% or $83,513 at 6%; with 50% employer match about $83,513 at 4% or $55,675 at 6%; with 100% employer match about $62,634 at 4% or $41,756 at 6%. |
| 2000 | 1 | 66 | $3,533,691 | $374,913 | $5,681iApproximate average salary by contribution assumption: employee only about $142,013 at 4% or $94,675 at 6%; with 50% employer match about $94,675 at 4% or $63,117 at 6%; with 100% employer match about $71,006 at 4% or $47,338 at 6%. |
| Data Processing Solutions Inc. 401(K) Profit Sharing Plan | - | 66 | $3,533,691 | $374,913 | $5,681iApproximate average salary by contribution assumption: employee only about $142,013 at 4% or $94,675 at 6%; with 50% employer match about $94,675 at 4% or $63,117 at 6%; with 100% employer match about $71,006 at 4% or $47,338 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037207633278
- Form Id
- 88517378
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378207633020002
- Ins Broker 01 Name
- LINSCO/PRIVATE LEDGER CORP.
- Ins Broker 01 Street Addr
- 9785 TOWNE CENTRE DRIVE
- Ins Broker 01 City
- SAN DIEGO
- Ins Broker 01 State
- CA
- Ins Broker 01 ZIP Code
- 921211968
- Ins Broker Comm Pd 01 Amount
- $15,372
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037207633278
- Form Id
- 88517378
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378207633020002
- Ins Broker 01 Name
- WEST PENSION SOLUTIONS, LLC
- Ins Broker 01 Street Addr
- 4520 EAST-WEST HIGHWAY
- Ins Broker 01 City
- BETHESDA
- Ins Broker 01 State
- MD
- Ins Broker 01 ZIP Code
- 20814
- Ins Broker Comm Pd 01 Amount
- $3,039
- Ins Broker Fees Pd 01 Amount
- $100
- Ins Broker Fees Pd 01 Text
- TPA
- Ins Broker 01 Code
- 5
- Row 3
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
- Filing Id
- 84037207633278
- Form Id
- 88517378
- Schedule A EIN
- 52-0941428
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 83434
- Ins Prsn Covered End of year Count
- 53
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $18,411
- Ins Broker Fees Total Amount
- $100
- Pension End of year Gen Account Amount
- $38,189
- Pension End of year Sep Account Amount
- $5,689,775
- 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
- $35,972
- Pension Contribution Dep Amount
- $2,287
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $1,545
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $3,832
- Pension Total Bal Addn Amount
- $39,804
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $1,612
- Pension Oth Ded Amount
- $3
- Pension Oth Ded Text
- NEGATIVE MARKET VALUE ADJUSTMENT
- Pension Total Ded Amount
- $1,615
- Pension End of year Bal Amount
- $38,189
- 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
- 84037207633278
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LIFESTYLE-CONSERVATIVE
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS 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
- $42,390
- Row 2
- Filing Id
- 84037207633278
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378207633020003
- Row 3
- Filing Id
- 84037207633278
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LIFESTYLE-MODERATE
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $35,313
- Row 4
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LIFECYCLE 2030
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,844
- Row 5
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- TOTAL RETURN FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $57,911
- Row 6
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INVESTMENT QUAL BOND FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,193
- Row 7
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- GLOBAL BOND FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $208,398
- Row 8
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- HIGH YIELD FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,728
- Row 9
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INCOME & VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS.CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,910
- Row 10
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- EQUITY INCOME FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $71,884
- Row 11
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- PIMCO TOTAL RETURN
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $348,023
- Row 12
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- FUNDAMENTAL VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,891
- Row 13
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- 500 INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $429,542
- Row 14
- Filing Id
- 84037207633278
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LIFESTYLE-BALANCED
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $326,683
- Row 15
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- ALL CAP VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,336
- Row 16
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- MID CAP VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $297,144
- Row 17
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- SMALL COMPANY VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $303,041
- Row 18
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- SMALL CAP OPPORTUNITIES FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $249,889
- Row 19
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- REAL EST. SECURITIES FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $189,241
- Row 20
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- UTILITIES FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $46,592
- Row 21
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- CLASSIC VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,770
- Row 22
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LARGE CAP VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $64,366
- Row 23
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- DAVIS FINANCIAL
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $170,684
- Row 24
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- U.S. LARGE CAP FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $24,065
- Row 25
- Filing Id
- 84037207633278
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LIFESTYLE-GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $463,091
- Row 26
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 3
- Row Num
- 30
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- BLUE CHIP GROWTH FUND (VS
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $59,022
- Row 27
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 4
- Row Num
- 31
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- TOTAL STOCK MKT. INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $97
- Row 28
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 5
- Row Num
- 32
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- T. ROWE PRICE HEALTH SCI
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $170,954
- Row 29
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 6
- Row Num
- 33
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- ALL CAP CORE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $85,444
- Row 30
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 1
- Row Num
- 34
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- STRATEGIC INCOME FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,596
- Row 31
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 2
- Row Num
- 35
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- GLOBAL FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,563
- Row 32
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 3
- Row Num
- 36
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- MID CAP INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $285,001
- Row 33
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 4
- Row Num
- 37
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- QUANTITATIVE MID CAP FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,932
- Row 34
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 5
- Row Num
- 38
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LARGE CAP FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,835
- Row 35
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 6
- Row Num
- 39
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INTERNATIONAL VALUE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $313,008
- Row 36
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- LIFESTYLE-AGGRESSIVE
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $93,948
- Row 37
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 1
- Row Num
- 40
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INT'L EQUITY INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $50,711
- Row 38
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 2
- Row Num
- 41
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INT'L SMALL CAP FUND (VS
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $53,704
- Row 39
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 3
- Row Num
- 42
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- FINANCIAL SERVICES FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $22,141
- Row 40
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 4
- Row Num
- 43
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $39,929
- Row 41
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 5
- Row Num
- 44
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- ALL CAP GROWTH FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $180
- Row 42
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 6
- Row Num
- 45
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- NATURAL RESOURCES FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $53,953
- Row 43
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 1
- Row Num
- 46
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- MID CAP STOCK FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,491
- Row 44
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 2
- Row Num
- 47
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- DYNAMIC GROWTH FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $585
- Row 45
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 3
- Row Num
- 48
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- MID VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,542
- Row 46
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 4
- Row Num
- 49
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- SMALL CAP INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,950
- Row 47
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- AMERICAN FUNDS AM BALANCED
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,829
- Row 48
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 5
- Row Num
- 50
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- EMERGING SMALL CO. FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,416
- Row 49
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 6
- Row Num
- 51
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- HEALTH SCIENCES FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $103,645
- Row 50
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 8
- Page Row Num
- 1
- Row Num
- 52
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- PACIFIC RIM FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,396
- Row 51
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 8
- Page Row Num
- 2
- Row Num
- 53
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- SCIENCE & TECHNOLOY FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $64,885
- Row 52
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 8
- Page Row Num
- 3
- Row Num
- 54
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- US CORE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,338
- Row 53
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 8
- Page Row Num
- 4
- Row Num
- 55
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- SMALL CAP VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $27,095
- Row 54
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 8
- Page Row Num
- 5
- Row Num
- 56
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INTERNATIONAL CORE FUND (VS)
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $222,359
- Row 55
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 8
- Page Row Num
- 6
- Row Num
- 57
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- US GLOBAL LEADERS FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $73
- Row 56
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 9
- Page Row Num
- 1
- Row Num
- 58
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- CAPITAL APPRECIATION FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $79
- Row 57
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 9
- Page Row Num
- 2
- Row Num
- 59
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- OVERSEAS EQUITY FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $16,572
- Row 58
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- AMERICAN FUNDS WASH MUTUAL
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $279,246
- Row 59
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 9
- Page Row Num
- 3
- Row Num
- 60
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- INTERNATIONAL OPPS FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,560
- Row 60
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 9
- Page Row Num
- 4
- Row Num
- 61
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- SMALL CAP GROWTH FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,181
- Row 61
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- AMERICAN FUNDS GROWTH FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $212,590
- Row 62
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- AMERICAN FUNDS EUROPACIFIC
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,061
- Row 63
- Filing Id
- 84037207633278
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7020378207633020003
- DFE P1 Entity 01 Name
- MONEY MARKET FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK LIFE INS. CO. (U.S.A.)
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $83,546
- Row 64
- Filing Id
- 84037207633278
- Schedule D EIN
- 52-0941428
- 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$5,731,703$175,795 change
Balance Sheet
Beginning and end of plan year.
Total assets$5,555,908$5,731,703Increase +$175,795 (3.16%)
Total liabilities$0$0No change $0
Net assets$5,555,908$5,731,703Increase +$175,795 (3.16%)
Contributions
Employer contributions$57,483
Participant contributions$158,657
Other contributions$0
Income & Expenses
Total income$456,718
Total expenses$280,923
Net income$175,795
Source fields
- Schedule I source fields
- Filing Id
- 84037207633278
- Schedule I EIN
- 52-0941428
- 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
- $5,555,908
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $5,555,908
- Small plan total assets at end of year
- $5,731,703
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $5,731,703
- Small plan employer contributions
- $57,483
- Small plan participant contributions
- $158,657
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $240,578
- Small plan total income
- $456,718
- Small plan total benefit distributions
- $278,911
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $2,012
- Small plan total expenses
- $280,923
- Small plan net income or loss
- $175,795
- 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
- $500,000
- 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
- 84037207633278
- Schedule R EIN
- 52-0941428
- 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 Payor 02 EIN
- 52-1491634
- 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