Civic Intelligence
Filing

Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari

Bowditch Ford Inc • EIN 54-0489405 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Up

71 → 77

6 • 8.45%

Assets

Up

$1,957,373 → $2,030,412

$73,039 • 3.73%

Investment Management Fee

-

Admin expenses - • Total expenses $147,978

Filing Details

Context
Net investment result
$73,039
Pension payor EIN
51-0210613

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024173$3,192,345$99,071$1,357iApproximate average salary by contribution assumption: employee only about $33,928 at 4% or $22,619 at 6%; with 50% employer match about $22,619 at 4% or $15,079 at 6%; with 100% employer match about $16,964 at 4% or $11,309 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-73$3,192,345$99,071$1,357iApproximate average salary by contribution assumption: employee only about $33,928 at 4% or $22,619 at 6%; with 50% employer match about $22,619 at 4% or $15,079 at 6%; with 100% employer match about $16,964 at 4% or $11,309 at 6%.
2023156$3,198,091$146,282$2,612iApproximate average salary by contribution assumption: employee only about $65,304 at 4% or $43,536 at 6%; with 50% employer match about $43,536 at 4% or $29,024 at 6%; with 100% employer match about $32,652 at 4% or $21,768 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-56$3,198,091$146,282$2,612iApproximate average salary by contribution assumption: employee only about $65,304 at 4% or $43,536 at 6%; with 50% employer match about $43,536 at 4% or $29,024 at 6%; with 100% employer match about $32,652 at 4% or $21,768 at 6%.
2022158$3,069,351$182,743$3,151iApproximate average salary by contribution assumption: employee only about $78,769 at 4% or $52,512 at 6%; with 50% employer match about $52,512 at 4% or $35,008 at 6%; with 100% employer match about $39,384 at 4% or $26,256 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-58$3,069,351$182,743$3,151iApproximate average salary by contribution assumption: employee only about $78,769 at 4% or $52,512 at 6%; with 50% employer match about $52,512 at 4% or $35,008 at 6%; with 100% employer match about $39,384 at 4% or $26,256 at 6%.
2021161$3,776,311$137,019$2,246iApproximate average salary by contribution assumption: employee only about $56,155 at 4% or $37,437 at 6%; with 50% employer match about $37,437 at 4% or $24,958 at 6%; with 100% employer match about $28,078 at 4% or $18,718 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-61$3,776,311$137,019$2,246iApproximate average salary by contribution assumption: employee only about $56,155 at 4% or $37,437 at 6%; with 50% employer match about $37,437 at 4% or $24,958 at 6%; with 100% employer match about $28,078 at 4% or $18,718 at 6%.
2020190$3,693,102$242,802$2,698iApproximate average salary by contribution assumption: employee only about $67,445 at 4% or $44,963 at 6%; with 50% employer match about $44,963 at 4% or $29,976 at 6%; with 100% employer match about $33,723 at 4% or $22,482 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-90$3,693,102$242,802$2,698iApproximate average salary by contribution assumption: employee only about $67,445 at 4% or $44,963 at 6%; with 50% employer match about $44,963 at 4% or $29,976 at 6%; with 100% employer match about $33,723 at 4% or $22,482 at 6%.
2019187$3,021,762$210,148$2,415iApproximate average salary by contribution assumption: employee only about $60,387 at 4% or $40,258 at 6%; with 50% employer match about $40,258 at 4% or $26,839 at 6%; with 100% employer match about $30,194 at 4% or $20,129 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-87$3,021,762$210,148$2,415iApproximate average salary by contribution assumption: employee only about $60,387 at 4% or $40,258 at 6%; with 50% employer match about $40,258 at 4% or $26,839 at 6%; with 100% employer match about $30,194 at 4% or $20,129 at 6%.
2018183$2,790,155$152,216$1,834iApproximate average salary by contribution assumption: employee only about $45,848 at 4% or $30,565 at 6%; with 50% employer match about $30,565 at 4% or $20,377 at 6%; with 100% employer match about $22,924 at 4% or $15,283 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-83$2,790,155$152,216$1,834iApproximate average salary by contribution assumption: employee only about $45,848 at 4% or $30,565 at 6%; with 50% employer match about $30,565 at 4% or $20,377 at 6%; with 100% employer match about $22,924 at 4% or $15,283 at 6%.
2017185$3,820,183$160,582$1,889iApproximate average salary by contribution assumption: employee only about $47,230 at 4% or $31,487 at 6%; with 50% employer match about $31,487 at 4% or $20,991 at 6%; with 100% employer match about $23,615 at 4% or $15,743 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-85$3,820,183$160,582$1,889iApproximate average salary by contribution assumption: employee only about $47,230 at 4% or $31,487 at 6%; with 50% employer match about $31,487 at 4% or $20,991 at 6%; with 100% employer match about $23,615 at 4% or $15,743 at 6%.
2016192$3,450,524$175,376$1,906iApproximate average salary by contribution assumption: employee only about $47,657 at 4% or $31,771 at 6%; with 50% employer match about $31,771 at 4% or $21,181 at 6%; with 100% employer match about $23,828 at 4% or $15,886 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-92$3,450,524$175,376$1,906iApproximate average salary by contribution assumption: employee only about $47,657 at 4% or $31,771 at 6%; with 50% employer match about $31,771 at 4% or $21,181 at 6%; with 100% employer match about $23,828 at 4% or $15,886 at 6%.
2015186$3,380,334$165,461$1,924iApproximate average salary by contribution assumption: employee only about $48,099 at 4% or $32,066 at 6%; with 50% employer match about $32,066 at 4% or $21,377 at 6%; with 100% employer match about $24,050 at 4% or $16,033 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-86$3,380,334$165,461$1,924iApproximate average salary by contribution assumption: employee only about $48,099 at 4% or $32,066 at 6%; with 50% employer match about $32,066 at 4% or $21,377 at 6%; with 100% employer match about $24,050 at 4% or $16,033 at 6%.
2014188$3,226,083$197,168$2,241iApproximate average salary by contribution assumption: employee only about $56,014 at 4% or $37,342 at 6%; with 50% employer match about $37,342 at 4% or $24,895 at 6%; with 100% employer match about $28,007 at 4% or $18,671 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-88$3,226,083$197,168$2,241iApproximate average salary by contribution assumption: employee only about $56,014 at 4% or $37,342 at 6%; with 50% employer match about $37,342 at 4% or $24,895 at 6%; with 100% employer match about $28,007 at 4% or $18,671 at 6%.
2013190$2,803,148$144,907$1,610iApproximate average salary by contribution assumption: employee only about $40,252 at 4% or $26,835 at 6%; with 50% employer match about $26,835 at 4% or $17,890 at 6%; with 100% employer match about $20,126 at 4% or $13,417 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-90$2,803,148$144,907$1,610iApproximate average salary by contribution assumption: employee only about $40,252 at 4% or $26,835 at 6%; with 50% employer match about $26,835 at 4% or $17,890 at 6%; with 100% employer match about $20,126 at 4% or $13,417 at 6%.
2012187$2,160,456$136,818$1,573iApproximate average salary by contribution assumption: employee only about $39,316 at 4% or $26,210 at 6%; with 50% employer match about $26,210 at 4% or $17,474 at 6%; with 100% employer match about $19,658 at 4% or $13,105 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-87$2,160,456$136,818$1,573iApproximate average salary by contribution assumption: employee only about $39,316 at 4% or $26,210 at 6%; with 50% employer match about $26,210 at 4% or $17,474 at 6%; with 100% employer match about $19,658 at 4% or $13,105 at 6%.
2011168$2,054,794$146,760$2,158iApproximate average salary by contribution assumption: employee only about $53,956 at 4% or $35,971 at 6%; with 50% employer match about $35,971 at 4% or $23,980 at 6%; with 100% employer match about $26,978 at 4% or $17,985 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-68$2,054,794$146,760$2,158iApproximate average salary by contribution assumption: employee only about $53,956 at 4% or $35,971 at 6%; with 50% employer match about $35,971 at 4% or $23,980 at 6%; with 100% employer match about $26,978 at 4% or $17,985 at 6%.
2010180$2,032,397$111,470$1,393iApproximate average salary by contribution assumption: employee only about $34,834 at 4% or $23,223 at 6%; with 50% employer match about $23,223 at 4% or $15,482 at 6%; with 100% employer match about $17,417 at 4% or $11,611 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-80$2,032,397$111,470$1,393iApproximate average salary by contribution assumption: employee only about $34,834 at 4% or $23,223 at 6%; with 50% employer match about $23,223 at 4% or $15,482 at 6%; with 100% employer match about $17,417 at 4% or $11,611 at 6%.
2009181$2,107,925$99,419$1,227iApproximate average salary by contribution assumption: employee only about $30,685 at 4% or $20,457 at 6%; with 50% employer match about $20,457 at 4% or $13,638 at 6%; with 100% employer match about $15,342 at 4% or $10,228 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-81$2,107,925$99,419$1,227iApproximate average salary by contribution assumption: employee only about $30,685 at 4% or $20,457 at 6%; with 50% employer match about $20,457 at 4% or $13,638 at 6%; with 100% employer match about $15,342 at 4% or $10,228 at 6%.
2008196$1,894,381$164,723$1,716iApproximate average salary by contribution assumption: employee only about $42,897 at 4% or $28,598 at 6%; with 50% employer match about $28,598 at 4% or $19,065 at 6%; with 100% employer match about $21,448 at 4% or $14,299 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-96$1,894,381$164,723$1,716iApproximate average salary by contribution assumption: employee only about $42,897 at 4% or $28,598 at 6%; with 50% employer match about $28,598 at 4% or $19,065 at 6%; with 100% employer match about $21,448 at 4% or $14,299 at 6%.
20071103$4,015,352$243,014$2,359iApproximate average salary by contribution assumption: employee only about $58,984 at 4% or $39,323 at 6%; with 50% employer match about $39,323 at 4% or $26,215 at 6%; with 100% employer match about $29,492 at 4% or $19,661 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-103$4,015,352$243,014$2,359iApproximate average salary by contribution assumption: employee only about $58,984 at 4% or $39,323 at 6%; with 50% employer match about $39,323 at 4% or $26,215 at 6%; with 100% employer match about $29,492 at 4% or $19,661 at 6%.
20061113$3,850,694$227,923$2,017iApproximate average salary by contribution assumption: employee only about $50,425 at 4% or $33,617 at 6%; with 50% employer match about $33,617 at 4% or $22,411 at 6%; with 100% employer match about $25,213 at 4% or $16,808 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-113$3,850,694$227,923$2,017iApproximate average salary by contribution assumption: employee only about $50,425 at 4% or $33,617 at 6%; with 50% employer match about $33,617 at 4% or $22,411 at 6%; with 100% employer match about $25,213 at 4% or $16,808 at 6%.
20051119$3,205,455$228,603$1,921iApproximate average salary by contribution assumption: employee only about $48,026 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,345 at 6%; with 100% employer match about $24,013 at 4% or $16,009 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-119$3,205,455$228,603$1,921iApproximate average salary by contribution assumption: employee only about $48,026 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,345 at 6%; with 100% employer match about $24,013 at 4% or $16,009 at 6%.
20041136$2,820,215$260,614$1,916iApproximate average salary by contribution assumption: employee only about $47,907 at 4% or $31,938 at 6%; with 50% employer match about $31,938 at 4% or $21,292 at 6%; with 100% employer match about $23,953 at 4% or $15,969 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-136$2,820,215$260,614$1,916iApproximate average salary by contribution assumption: employee only about $47,907 at 4% or $31,938 at 6%; with 50% employer match about $31,938 at 4% or $21,292 at 6%; with 100% employer match about $23,953 at 4% or $15,969 at 6%.
20031130$2,357,843$207,068$1,593iApproximate average salary by contribution assumption: employee only about $39,821 at 4% or $26,547 at 6%; with 50% employer match about $26,547 at 4% or $17,698 at 6%; with 100% employer match about $19,910 at 4% or $13,274 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-130$2,357,843$207,068$1,593iApproximate average salary by contribution assumption: employee only about $39,821 at 4% or $26,547 at 6%; with 50% employer match about $26,547 at 4% or $17,698 at 6%; with 100% employer match about $19,910 at 4% or $13,274 at 6%.
20021120$0$0-
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-120---
2001192$1,964,068$242,977$2,641iApproximate average salary by contribution assumption: employee only about $66,026 at 4% or $44,018 at 6%; with 50% employer match about $44,018 at 4% or $29,345 at 6%; with 100% employer match about $33,013 at 4% or $22,009 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-92$1,964,068$242,977$2,641iApproximate average salary by contribution assumption: employee only about $66,026 at 4% or $44,018 at 6%; with 50% employer match about $44,018 at 4% or $29,345 at 6%; with 100% employer match about $33,013 at 4% or $22,009 at 6%.
2000177$2,030,412$200,853$2,608iApproximate average salary by contribution assumption: employee only about $65,212 at 4% or $43,475 at 6%; with 50% employer match about $43,475 at 4% or $28,983 at 6%; with 100% employer match about $32,606 at 4% or $21,737 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit ShariCurrent77$2,030,412$200,853$2,608iApproximate average salary by contribution assumption: employee only about $65,212 at 4% or $43,475 at 6%; with 50% employer match about $43,475 at 4% or $28,983 at 6%; with 100% employer match about $32,606 at 4% or $21,737 at 6%.
1999174$1,957,373$171,214$2,314iApproximate average salary by contribution assumption: employee only about $57,843 at 4% or $38,562 at 6%; with 50% employer match about $38,562 at 4% or $25,708 at 6%; with 100% employer match about $28,921 at 4% or $19,281 at 6%.
Bowditch Ford Inc Nadart Salary Deferral 401K Profit Shari-74$1,957,373$171,214$2,314iApproximate average salary by contribution assumption: employee only about $57,843 at 4% or $38,562 at 6%; with 50% employer match about $38,562 at 4% or $25,708 at 6%; with 100% employer match about $28,921 at 4% or $19,281 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
86037201001451
Form Id
9244711
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450005
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
86037201001451
Form Id
9244713
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450006
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
86037201001451
Form Id
9244715
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450007
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 4
Filing Id
86037201001451
Form Id
9244707
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 5
Filing Id
86037201001451
Form Id
9244709
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450004
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 6
Filing Id
86037201001451
Form Id
9244703
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450001
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 7
Filing Id
86037201001451
Form Id
9244705
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371201001450002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 8
Ins Carrier Name: ALLSTATE LIFE INSURANCE
Filing Id
86037201001451
Form Id
9244703
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
ALLSTATE LIFE INSURANCE
Ins Carrier EIN
36-2554642
Ins Carrier Naic Code
60186
Ins Contract Num
5646
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$95,077,863
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$7,803,853
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$7,803,853
Pension Total Bal Addn Amount
$102,881,716
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
$102,881,716
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
Row 9
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE
Filing Id
86037201001451
Form Id
9244705
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
7160
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$257,796,742
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$11,638,477
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$11,638,477
Pension Total Bal Addn Amount
$269,435,219
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$157,904,079
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$157,904,079
Pension End of year Bal Amount
$111,531,140
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
Row 10
Ins Carrier Name: NEW YORK LIFE INSURANCE
Filing Id
86037201001451
Form Id
9244709
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
NEW YORK LIFE INSURANCE
Ins Carrier EIN
13-5582869
Ins Carrier Naic Code
66915
Ins Contract Num
6572-002
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$288,765,612
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$20,041,952
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$20,041,952
Pension Total Bal Addn Amount
$308,807,564
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$48,107,048
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$48,107,048
Pension End of year Bal Amount
$260,700,516
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
Row 11
Ins Carrier Name: PRINCIPAL FINANCIAL LIFE INSURANCE
Filing Id
86037201001451
Form Id
9244713
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PRINCIPAL FINANCIAL LIFE INSURANCE
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
4-13866-1
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$226,361,524
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$16,568,095
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$16,568,095
Pension Total Bal Addn Amount
$242,929,619
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
$242,929,619
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
Row 12
Ins Carrier Name: PRUDENTIAL INSURANCE
Filing Id
86037201001451
Form Id
9244715
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PRUDENTIAL INSURANCE
Ins Carrier EIN
22-1211670
Ins Carrier Naic Code
68241
Ins Contract Num
6662-211
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$66,200,564
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$4,962,742
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$4,962,742
Pension Total Bal Addn Amount
$71,163,306
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$71,163,306
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$71,163,306
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
Row 13
Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE
Filing Id
86037201001451
Form Id
9244707
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
MASSACHUSETTS MUTUAL LIFE INSURANCE
Ins Carrier EIN
04-1590850
Ins Carrier Naic Code
65935
Ins Contract Num
10058
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$62,933,094
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$4,767,988
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$4,767,988
Pension Total Bal Addn Amount
$67,701,082
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$15,167,995
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$15,167,995
Pension End of year Bal Amount
$52,533,087
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
Row 14
Ins Carrier Name: PACIFIC MUTUAL LIFE INSURANCE
Filing Id
86037201001451
Form Id
9244711
Schedule A EIN
54-0489405
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
Ins Carrier Name
PACIFIC MUTUAL LIFE INSURANCE
Ins Carrier EIN
95-1079000
Ins Carrier Naic Code
67466
Ins Contract Num
25730-03
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$181,628,383
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,344,520
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$9,344,520
Pension Total Bal Addn Amount
$190,972,903
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$54,668,597
Pension Oth Ded Text
CONTRACT MATURITIES
Pension Total Ded Amount
$54,668,597
Pension End of year Bal Amount
$136,304,306
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 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$2,030,412$73,039 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,957,373$2,030,412Increase +$73,039 (3.73%)
Total liabilities$0$0No change $0
Net assets$1,957,373$2,030,412Increase +$73,039 (3.73%)

Contributions

Employer contributions$47,122
Participant contributions$153,731
Other contributions$0

Income & Expenses

Total income$221,017
Total expenses$147,978
Net income$73,039
Source fields
Schedule I source fields
Filing Id
86037201001451
Schedule I EIN
54-0489405
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,957,373
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,957,373
Small plan total assets at end of year
$2,030,412
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,030,412
Small plan employer contributions
$47,122
Small plan participant contributions
$153,731
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$20,164
Small plan total income
$221,017
Small plan total benefit distributions
$147,978
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$147,978
Small plan net income or loss
$73,039
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
4
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
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 EIN51-0210613

Transfers

Distributed property value$0
Schedule R source fields
Payor 51-0210613
Filing Id
86037201001451
Schedule R EIN
54-0489405
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
51-0210613
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0