Fidelity bond in place
Yes
Filing
Multi Properties Inc. 401K Plan
Multi Properties Inc. • EIN 52-1368520 • Plan year 2008
Filing Insights
Participants
Down89 → 77
-12 • -13.48%
Assets
Down$1,380,827 → $1,048,126
-$332,701 • -24.09%
Investment Management Fee
-
Admin expenses - • Total expenses $79,612
Filing Details
Context- Net investment result
- $-332,701
- 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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $40,264 | - |
| Multi Properties Inc. 401K Plan | - | 0 | $0 | $40,264 | - |
| 2015 | 1 | 11 | $1,024,757 | $55,521 | $5,047iApproximate average salary by contribution assumption: employee only about $126,184 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%. |
| Multi Properties Inc. 401K Plan | - | 11 | $1,024,757 | $55,521 | $5,047iApproximate average salary by contribution assumption: employee only about $126,184 at 4% or $84,123 at 6%; with 50% employer match about $84,123 at 4% or $56,082 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%. |
| 2014 | 1 | 32 | $1,815,901 | $122,959 | $3,842iApproximate average salary by contribution assumption: employee only about $96,062 at 4% or $64,041 at 6%; with 50% employer match about $64,041 at 4% or $42,694 at 6%; with 100% employer match about $48,031 at 4% or $32,021 at 6%. |
| Multi Properties Inc. 401K Plan | - | 32 | $1,815,901 | $122,959 | $3,842iApproximate average salary by contribution assumption: employee only about $96,062 at 4% or $64,041 at 6%; with 50% employer match about $64,041 at 4% or $42,694 at 6%; with 100% employer match about $48,031 at 4% or $32,021 at 6%. |
| 2013 | 1 | 58 | $2,621,948 | $181,851 | $3,135iApproximate average salary by contribution assumption: employee only about $78,384 at 4% or $52,256 at 6%; with 50% employer match about $52,256 at 4% or $34,837 at 6%; with 100% employer match about $39,192 at 4% or $26,128 at 6%. |
| Multi Properties Inc. 401K Plan | - | 58 | $2,621,948 | $181,851 | $3,135iApproximate average salary by contribution assumption: employee only about $78,384 at 4% or $52,256 at 6%; with 50% employer match about $52,256 at 4% or $34,837 at 6%; with 100% employer match about $39,192 at 4% or $26,128 at 6%. |
| 2012 | 1 | 61 | $2,090,414 | $184,964 | $3,032iApproximate average salary by contribution assumption: employee only about $75,805 at 4% or $50,537 at 6%; with 50% employer match about $50,537 at 4% or $33,691 at 6%; with 100% employer match about $37,902 at 4% or $25,268 at 6%. |
| Multi Properties Inc. 401K Plan | - | 61 | $2,090,414 | $184,964 | $3,032iApproximate average salary by contribution assumption: employee only about $75,805 at 4% or $50,537 at 6%; with 50% employer match about $50,537 at 4% or $33,691 at 6%; with 100% employer match about $37,902 at 4% or $25,268 at 6%. |
| 2011 | 1 | 61 | $1,988,325 | $204,900 | $3,359iApproximate average salary by contribution assumption: employee only about $83,975 at 4% or $55,984 at 6%; with 50% employer match about $55,984 at 4% or $37,322 at 6%; with 100% employer match about $41,988 at 4% or $27,992 at 6%. |
| Multi Properties Inc. 401K Plan | - | 61 | $1,988,325 | $204,900 | $3,359iApproximate average salary by contribution assumption: employee only about $83,975 at 4% or $55,984 at 6%; with 50% employer match about $55,984 at 4% or $37,322 at 6%; with 100% employer match about $41,988 at 4% or $27,992 at 6%. |
| 2010 | 1 | 59 | $1,874,238 | $204,596 | $3,468iApproximate average salary by contribution assumption: employee only about $86,693 at 4% or $57,795 at 6%; with 50% employer match about $57,795 at 4% or $38,530 at 6%; with 100% employer match about $43,347 at 4% or $28,898 at 6%. |
| Multi Properties Inc. 401K Plan | - | 59 | $1,874,238 | $204,596 | $3,468iApproximate average salary by contribution assumption: employee only about $86,693 at 4% or $57,795 at 6%; with 50% employer match about $57,795 at 4% or $38,530 at 6%; with 100% employer match about $43,347 at 4% or $28,898 at 6%. |
| 2009 | 1 | 56 | $1,475,750 | $161,569 | $2,885iApproximate average salary by contribution assumption: employee only about $72,129 at 4% or $48,086 at 6%; with 50% employer match about $48,086 at 4% or $32,057 at 6%; with 100% employer match about $36,065 at 4% or $24,043 at 6%. |
| Multi Properties Inc. 401K Plan | - | 56 | $1,475,750 | $161,569 | $2,885iApproximate average salary by contribution assumption: employee only about $72,129 at 4% or $48,086 at 6%; with 50% employer match about $48,086 at 4% or $32,057 at 6%; with 100% employer match about $36,065 at 4% or $24,043 at 6%. |
| 2008 | 1 | 77 | $1,048,126 | $236,001 | $3,065iApproximate average salary by contribution assumption: employee only about $76,624 at 4% or $51,082 at 6%; with 50% employer match about $51,082 at 4% or $34,055 at 6%; with 100% employer match about $38,312 at 4% or $25,541 at 6%. |
| Multi Properties Inc. 401K Plan | Current | 77 | $1,048,126 | $236,001 | $3,065iApproximate average salary by contribution assumption: employee only about $76,624 at 4% or $51,082 at 6%; with 50% employer match about $51,082 at 4% or $34,055 at 6%; with 100% employer match about $38,312 at 4% or $25,541 at 6%. |
| 2007 | 1 | 82 | $1,380,827 | $203,286 | $2,479iApproximate average salary by contribution assumption: employee only about $61,977 at 4% or $41,318 at 6%; with 50% employer match about $41,318 at 4% or $27,546 at 6%; with 100% employer match about $30,989 at 4% or $20,659 at 6%. |
| Multi Properties Inc. 401K Plan | - | 82 | $1,380,827 | $203,286 | $2,479iApproximate average salary by contribution assumption: employee only about $61,977 at 4% or $41,318 at 6%; with 50% employer match about $41,318 at 4% or $27,546 at 6%; with 100% employer match about $30,989 at 4% or $20,659 at 6%. |
| 2006 | 1 | 66 | $1,160,436 | $162,547 | $2,463iApproximate average salary by contribution assumption: employee only about $61,571 at 4% or $41,047 at 6%; with 50% employer match about $41,047 at 4% or $27,365 at 6%; with 100% employer match about $30,785 at 4% or $20,524 at 6%. |
| Multi Properties Inc. 401K Plan | - | 66 | $1,160,436 | $162,547 | $2,463iApproximate average salary by contribution assumption: employee only about $61,571 at 4% or $41,047 at 6%; with 50% employer match about $41,047 at 4% or $27,365 at 6%; with 100% employer match about $30,785 at 4% or $20,524 at 6%. |
| 2005 | 1 | 73 | $907,358 | $137,934 | $1,890iApproximate average salary by contribution assumption: employee only about $47,238 at 4% or $31,492 at 6%; with 50% employer match about $31,492 at 4% or $20,995 at 6%; with 100% employer match about $23,619 at 4% or $15,746 at 6%. |
| Multi Properties Inc. 401K Plan | - | 73 | $907,358 | $137,934 | $1,890iApproximate average salary by contribution assumption: employee only about $47,238 at 4% or $31,492 at 6%; with 50% employer match about $31,492 at 4% or $20,995 at 6%; with 100% employer match about $23,619 at 4% or $15,746 at 6%. |
| 2004 | 1 | 71 | $768,737 | $147,028 | $2,071iApproximate average salary by contribution assumption: employee only about $51,770 at 4% or $34,514 at 6%; with 50% employer match about $34,514 at 4% or $23,009 at 6%; with 100% employer match about $25,885 at 4% or $17,257 at 6%. |
| Multi Properties Inc. 401K Plan | - | 71 | $768,737 | $147,028 | $2,071iApproximate average salary by contribution assumption: employee only about $51,770 at 4% or $34,514 at 6%; with 50% employer match about $34,514 at 4% or $23,009 at 6%; with 100% employer match about $25,885 at 4% or $17,257 at 6%. |
| 2003 | 1 | 71 | $608,777 | $107,520 | $1,514iApproximate average salary by contribution assumption: employee only about $37,859 at 4% or $25,239 at 6%; with 50% employer match about $25,239 at 4% or $16,826 at 6%; with 100% employer match about $18,930 at 4% or $12,620 at 6%. |
| Multi Properties Inc. 401K Plan | - | 71 | $608,777 | $107,520 | $1,514iApproximate average salary by contribution assumption: employee only about $37,859 at 4% or $25,239 at 6%; with 50% employer match about $25,239 at 4% or $16,826 at 6%; with 100% employer match about $18,930 at 4% or $12,620 at 6%. |
| 2002 | 1 | 76 | $550,373 | $106,685 | $1,404iApproximate average salary by contribution assumption: employee only about $35,094 at 4% or $23,396 at 6%; with 50% employer match about $23,396 at 4% or $15,597 at 6%; with 100% employer match about $17,547 at 4% or $11,698 at 6%. |
| Multi Properties Inc. 401K Plan | - | 76 | $550,373 | $106,685 | $1,404iApproximate average salary by contribution assumption: employee only about $35,094 at 4% or $23,396 at 6%; with 50% employer match about $23,396 at 4% or $15,597 at 6%; with 100% employer match about $17,547 at 4% or $11,698 at 6%. |
| 2001 | 1 | 77 | $542,997 | $110,152 | $1,431iApproximate average salary by contribution assumption: employee only about $35,764 at 4% or $23,842 at 6%; with 50% employer match about $23,842 at 4% or $15,895 at 6%; with 100% employer match about $17,882 at 4% or $11,921 at 6%. |
| Multi Properties Inc. 401K Plan | - | 77 | $542,997 | $110,152 | $1,431iApproximate average salary by contribution assumption: employee only about $35,764 at 4% or $23,842 at 6%; with 50% employer match about $23,842 at 4% or $15,895 at 6%; with 100% employer match about $17,882 at 4% or $11,921 at 6%. |
| 2000 | 1 | 77 | $560,748 | $167,027 | $2,169iApproximate average salary by contribution assumption: employee only about $54,230 at 4% or $36,153 at 6%; with 50% employer match about $36,153 at 4% or $24,102 at 6%; with 100% employer match about $27,115 at 4% or $18,077 at 6%. |
| Multi Properties Inc. 401K Plan | - | 77 | $560,748 | $167,027 | $2,169iApproximate average salary by contribution assumption: employee only about $54,230 at 4% or $36,153 at 6%; with 50% employer match about $36,153 at 4% or $24,102 at 6%; with 100% employer match about $27,115 at 4% or $18,077 at 6%. |
| 1999 | 1 | 58 | $467,890 | $120,744 | $2,082iApproximate average salary by contribution assumption: employee only about $52,045 at 4% or $34,697 at 6%; with 50% employer match about $34,697 at 4% or $23,131 at 6%; with 100% employer match about $26,022 at 4% or $17,348 at 6%. |
| Multi Properties Inc. 401K Plan | - | 58 | $467,890 | $120,744 | $2,082iApproximate average salary by contribution assumption: employee only about $52,045 at 4% or $34,697 at 6%; with 50% employer match about $34,697 at 4% or $23,131 at 6%; with 100% employer match about $26,022 at 4% or $17,348 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037196080029
- Form Id
- 96339778
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8010379196080020002
- Ins Broker 01 Name
- BROWN ADVISORY INSURANCE COMPANY
- Ins Broker Comm Pd 01 Amount
- $6,385
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- N/A
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037196080029
- Form Id
- 96339778
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 8010379196080020002
- Ins Broker 01 Name
- GOODMAN & COMPANY, LLP
- Ins Broker 01 Street Addr
- 272 BENDIX ROAD, SUITE 500
- Ins Broker 01 City
- VIRGINIA BEACH
- Ins Broker 01 State
- VA
- Ins Broker 01 ZIP Code
- 23452
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $656
- Ins Broker Fees Pd 01 Text
- TPA COMPENSATION
- Ins Broker 01 Code
- 5
- Row 3
- Filing Id
- 84037196080029
- Form Id
- 96339778
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 8010379196080020002
- Ins Broker 01 Name
- GOODMAN & COMPANY, LLP
- Ins Broker 01 Street Addr
- 272 BENDIX ROAD, SUITE 500
- Ins Broker 01 City
- VIRGINIA BEACH
- Ins Broker 01 State
- VA
- Ins Broker 01 ZIP Code
- 23452
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $150
- Ins Broker Fees Pd 01 Text
- TPA FEES
- Ins Broker 01 Code
- 5
- Row 4
- Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE USA
- Filing Id
- 84037196080029
- Form Id
- 96339778
- Schedule A EIN
- 52-1368520
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2008-01-01
- Schedule A Tax Period
- 20081231
- Ins Carrier Name
- JOHN HANCOCK LIFE INSURANCE USA
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 27976
- Ins Prsn Covered End of year Count
- 57
- Ins Policy From Date
- 2008-01-01
- Ins Policy To Date
- 2008-12-31
- Ins Broker Comm Total Amount
- $6,385
- Ins Broker Fees Total Amount
- $806
- Pension End of year Gen Account Amount
- $2,966
- Pension End of year Sep Account Amount
- $1,006,671
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GUARANTEED INTEREST ACCOUT
- Pension End Prev Bal Amount
- $2,690
- Pension Contribution Dep Amount
- $199
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $102
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $301
- Pension Total Bal Addn Amount
- $2,991
- Pension Bnfts Dsbrsd Amount
- $25
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $25
- Pension End of year Bal Amount
- $2,966
- 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
- 84037196080029
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LIFESTYLE CONSERVATIVE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $27,954
- Row 2
- Filing Id
- 84037196080029
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8010379196080020003
- Row 3
- Filing Id
- 84037196080029
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LIFESTYLE MODERATE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $37,345
- Row 4
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS AM BALANCED
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $51,960
- Row 5
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH T. ROWE PRICE EQUITY INC
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $62,380
- Row 6
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS INV CO AM
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $21,495
- Row 7
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH DAVIS NEW YOUR VENTURE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $23,764
- Row 8
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- T. ROWE PRICE HEALTH SCI
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $1,009
- Row 9
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH FRANKLIN BALANCE SHEET
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $9,781
- Row 10
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH MUTUAL DISCOVERY
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $3,783
- Row 11
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- CAPITAL WORLD GROWTH IN
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $7,479
- Row 12
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LORD ABBETT MID CAP VALUE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $21,147
- Row 13
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH DWS RREEF REAL ESTATE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $3,979
- Row 14
- Filing Id
- 84037196080029
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LIFESTYLE BALANCED
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $141,626
- Row 15
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH BLACKROCK LARGE VALUE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $44,950
- Row 16
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- MFS UTILITIES
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $308
- Row 17
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- T ROWE PRICE BLUE CHIP
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $474
- Row 18
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS GROWTH FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $103,047
- Row 19
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH JENNISON GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $3,221
- Row 20
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- TEMPLETON WORLD
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $783
- Row 21
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH AMERICAN FUNDS EUROPACIFIC
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $73,684
- Row 22
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH ENERGY
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $5,653
- Row 23
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LEGG PARTNERS AGG GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $1,710
- Row 24
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LEGG MASON GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $521
- Row 25
- Filing Id
- 84037196080029
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LIFESTYLE GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $83,685
- Row 26
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 3
- Row Num
- 30
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH AMERICAN CENTURY SMALL CO
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $671
- Row 27
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 4
- Row Num
- 31
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH FRANKLIN SMALL-MID GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $7,769
- Row 28
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 5
- Row Num
- 32
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH AIM SMALL CAP GROWTH
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $6,268
- Row 29
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 6
- Row Num
- 33
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH KEELEY SMALL CAP VALUE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $6,038
- Row 30
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 1
- Row Num
- 34
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH OPPENHEIMER DEVELOPING MKT
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $4,519
- Row 31
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 2
- Row Num
- 35
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- MONEY MARKET FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $35,157
- Row 32
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 3
- Row Num
- 36
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- COLUMBIA RESTRUCTURING
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $5,146
- Row 33
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 4
- Row Num
- 37
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- 500 INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $1,457
- Row 34
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 5
- Row Num
- 38
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- SMALL CAP VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $5,196
- Row 35
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 6
- Row Num
- 39
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- MID CAP INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $10,563
- Row 36
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH LIFESTYLE AGGRESSIVE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $31,154
- Row 37
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 1
- Row Num
- 40
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- INTL EQUITY INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $2,871
- Row 38
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 2
- Row Num
- 41
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- SMALL CAP INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $5,488
- Row 39
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 3
- Row Num
- 42
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- RIVERSOURCE MID CAP VALUE
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $6,553
- Row 40
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 4
- Row Num
- 43
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH MUTUAL BEACON
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $6,764
- Row 41
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 5
- Row Num
- 44
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH ALLIANZ RCM TECH FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $745
- Row 42
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 6
- Row Num
- 45
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- LIFECYCLE 2020
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $71,944
- Row 43
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 1
- Row Num
- 46
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- LIFECYLCE 2025
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $1,935
- Row 44
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 2
- Row Num
- 47
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- SMALL CAP GROWTH INDEX
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- Row 45
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 3
- Row Num
- 48
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- OPTIMIZED VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $665
- Row 46
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 4
- Row Num
- 49
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- ALL CAP VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $12,655
- Row 47
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH SHORT-TERM FEDERAL
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $3,054
- Row 48
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 5
- Row Num
- 50
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- TOTAL STOCK MARKET INDEX FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $32
- Row 49
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 7
- Page Row Num
- 6
- Row Num
- 51
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- INTERNATIONAL VALUE FUND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $37
- Row 50
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH PIMCO REAL RETURN
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $8,478
- Row 51
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH PIMCO TOTAL RETURN
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $16,251
- Row 52
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH PIMCO GLOBAL BOND
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $14,555
- Row 53
- Filing Id
- 84037196080029
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 8010379196080020003
- DFE P1 Entity 01 Name
- JH T. ROWE PRICE SPECTURM INC
- DFE P1 Spons 01 Name
- JOHN HANCOCK 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
- $8,632
- Row 54
- Filing Id
- 84037196080029
- Schedule D EIN
- 52-1368520
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2008-01-01
- Schedule D Tax Period
- 20081231
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$1,048,126-$332,701 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,380,827$1,048,126Decrease -$332,701 (-24.09%)
Total liabilities$0$0No change $0
Net assets$1,380,827$1,048,126Decrease -$332,701 (-24.09%)
Contributions
Employer contributions$15,278
Participant contributions$200,348
Other contributions$20,375
Income & Expenses
Total income$-253,089
Total expenses$79,612
Net income$-332,701
Source fields
- Schedule I source fields
- Filing Id
- 84037196080029
- Schedule I EIN
- 52-1368520
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2008-01-01
- Schedule I Tax Period
- 20081231
- Small plan total assets at beginning of year
- $1,380,827
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,380,827
- Small plan total assets at end of year
- $1,048,126
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,048,126
- Small plan employer contributions
- $15,278
- Small plan participant contributions
- $200,348
- Small Oth Contribution Rcvd Amount
- $20,375
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-489,090
- Small plan total income
- $-253,089
- Small plan total benefit distributions
- $68,422
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $11,190
- Small plan total expenses
- $79,612
- Small plan net income or loss
- $-332,701
- 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
- $22,877
- 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
- 84037196080029
- Schedule R EIN
- 52-1368520
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2008-01-01
- Schedule R Tax Period
- 20081231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 01-0233346
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- 3
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1