Fidelity bond in place
Yes
Filing
R. W. Bennett Corp. 401K Plan
R. W. Bennett Corp. • EIN 56-1619099 • Plan year 2003
Filing Insights
Participants
Down26 → 12
-14 • -53.85%
Assets
Up$325,152 → $391,258
$66,106 • 20.33%
Investment Management Fee
-
Admin expenses - • Total expenses $106,108
Filing Details
Context- Net investment result
- $66,106
- Pension payor EIN
- 23-2601407
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 |
|---|---|---|---|---|---|
| 2012 | 2 | 16 | $1,178,255 | $113,272 | $7,080iApproximate average salary by contribution assumption: employee only about $176,988 at 4% or $117,992 at 6%; with 50% employer match about $117,992 at 4% or $78,661 at 6%; with 100% employer match about $88,494 at 4% or $58,996 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 16 | $1,178,255 | $87,364 | $5,460iApproximate average salary by contribution assumption: employee only about $136,506 at 4% or $91,004 at 6%; with 50% employer match about $91,004 at 4% or $60,669 at 6%; with 100% employer match about $68,253 at 4% or $45,502 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 0 | $0 | $25,908 | - |
| 2011 | 1 | 14 | $960,137 | $80,014 | $5,715iApproximate average salary by contribution assumption: employee only about $142,882 at 4% or $95,255 at 6%; with 50% employer match about $95,255 at 4% or $63,503 at 6%; with 100% employer match about $71,441 at 4% or $47,627 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 14 | $960,137 | $80,014 | $5,715iApproximate average salary by contribution assumption: employee only about $142,882 at 4% or $95,255 at 6%; with 50% employer match about $95,255 at 4% or $63,503 at 6%; with 100% employer match about $71,441 at 4% or $47,627 at 6%. |
| 2010 | 1 | 14 | $934,817 | $60,675 | $4,334iApproximate average salary by contribution assumption: employee only about $108,348 at 4% or $72,232 at 6%; with 50% employer match about $72,232 at 4% or $48,155 at 6%; with 100% employer match about $54,174 at 4% or $36,116 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 14 | $934,817 | $60,675 | $4,334iApproximate average salary by contribution assumption: employee only about $108,348 at 4% or $72,232 at 6%; with 50% employer match about $72,232 at 4% or $48,155 at 6%; with 100% employer match about $54,174 at 4% or $36,116 at 6%. |
| 2009 | 1 | 14 | $757,937 | $83,205 | $5,943iApproximate average salary by contribution assumption: employee only about $148,580 at 4% or $99,054 at 6%; with 50% employer match about $99,054 at 4% or $66,036 at 6%; with 100% employer match about $74,290 at 4% or $49,527 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 14 | $757,937 | $83,205 | $5,943iApproximate average salary by contribution assumption: employee only about $148,580 at 4% or $99,054 at 6%; with 50% employer match about $99,054 at 4% or $66,036 at 6%; with 100% employer match about $74,290 at 4% or $49,527 at 6%. |
| 2008 | 1 | 15 | $513,194 | $32,345 | $2,156iApproximate average salary by contribution assumption: employee only about $53,908 at 4% or $35,939 at 6%; with 50% employer match about $35,939 at 4% or $23,959 at 6%; with 100% employer match about $26,954 at 4% or $17,969 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 15 | $513,194 | $32,345 | $2,156iApproximate average salary by contribution assumption: employee only about $53,908 at 4% or $35,939 at 6%; with 50% employer match about $35,939 at 4% or $23,959 at 6%; with 100% employer match about $26,954 at 4% or $17,969 at 6%. |
| 2007 | 1 | 15 | $846,564 | $32,152 | $2,143iApproximate average salary by contribution assumption: employee only about $53,587 at 4% or $35,724 at 6%; with 50% employer match about $35,724 at 4% or $23,816 at 6%; with 100% employer match about $26,793 at 4% or $17,862 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 15 | $846,564 | $32,152 | $2,143iApproximate average salary by contribution assumption: employee only about $53,587 at 4% or $35,724 at 6%; with 50% employer match about $35,724 at 4% or $23,816 at 6%; with 100% employer match about $26,793 at 4% or $17,862 at 6%. |
| 2006 | 1 | 13 | $767,058 | $182,882 | $14,068iApproximate average salary by contribution assumption: employee only about $351,696 at 4% or $234,464 at 6%; with 50% employer match about $234,464 at 4% or $156,309 at 6%; with 100% employer match about $175,848 at 4% or $117,232 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 13 | $767,058 | $182,882 | $14,068iApproximate average salary by contribution assumption: employee only about $351,696 at 4% or $234,464 at 6%; with 50% employer match about $234,464 at 4% or $156,309 at 6%; with 100% employer match about $175,848 at 4% or $117,232 at 6%. |
| 2005 | 1 | 12 | $499,451 | $61,712 | $5,143iApproximate average salary by contribution assumption: employee only about $128,567 at 4% or $85,711 at 6%; with 50% employer match about $85,711 at 4% or $57,141 at 6%; with 100% employer match about $64,283 at 4% or $42,856 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 12 | $499,451 | $61,712 | $5,143iApproximate average salary by contribution assumption: employee only about $128,567 at 4% or $85,711 at 6%; with 50% employer match about $85,711 at 4% or $57,141 at 6%; with 100% employer match about $64,283 at 4% or $42,856 at 6%. |
| 2004 | 1 | 16 | $498,289 | $78,706 | $4,919iApproximate average salary by contribution assumption: employee only about $122,978 at 4% or $81,985 at 6%; with 50% employer match about $81,985 at 4% or $54,657 at 6%; with 100% employer match about $61,489 at 4% or $40,993 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 16 | $498,289 | $78,706 | $4,919iApproximate average salary by contribution assumption: employee only about $122,978 at 4% or $81,985 at 6%; with 50% employer match about $81,985 at 4% or $54,657 at 6%; with 100% employer match about $61,489 at 4% or $40,993 at 6%. |
| 2003 | 1 | 12 | $391,258 | $80,858 | $6,738iApproximate average salary by contribution assumption: employee only about $168,454 at 4% or $112,303 at 6%; with 50% employer match about $112,303 at 4% or $74,869 at 6%; with 100% employer match about $84,227 at 4% or $56,151 at 6%. |
| R. W. Bennett Corp. 401K Plan | Current | 12 | $391,258 | $80,858 | $6,738iApproximate average salary by contribution assumption: employee only about $168,454 at 4% or $112,303 at 6%; with 50% employer match about $112,303 at 4% or $74,869 at 6%; with 100% employer match about $84,227 at 4% or $56,151 at 6%. |
| 2002 | 1 | 15 | $325,152 | $95,649 | $6,377iApproximate average salary by contribution assumption: employee only about $159,415 at 4% or $106,277 at 6%; with 50% employer match about $106,277 at 4% or $70,851 at 6%; with 100% employer match about $79,708 at 4% or $53,138 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 15 | $325,152 | $95,649 | $6,377iApproximate average salary by contribution assumption: employee only about $159,415 at 4% or $106,277 at 6%; with 50% employer match about $106,277 at 4% or $70,851 at 6%; with 100% employer match about $79,708 at 4% or $53,138 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| R. W. Bennett Corp. 401K Plan | - | 17 | - | - | - |
| 1999 | 1 | 29 | $1,089,263 | $92,047 | $3,174iApproximate average salary by contribution assumption: employee only about $79,351 at 4% or $52,901 at 6%; with 50% employer match about $52,901 at 4% or $35,267 at 6%; with 100% employer match about $39,675 at 4% or $26,450 at 6%. |
| R. W. Bennett Corp. 401K Plan | - | 29 | $1,089,263 | $92,047 | $3,174iApproximate average salary by contribution assumption: employee only about $79,351 at 4% or $52,901 at 6%; with 50% employer match about $52,901 at 4% or $35,267 at 6%; with 100% employer match about $39,675 at 4% or $26,450 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037181241304
- Form Id
- 47520634
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374181241050002
- Ins Broker 01 Name
- WACHOVIA INSURANCE SERVICES
- Ins Broker 01 Street Addr
- 3105 GLENWOOD AVE, SUITE 201
- Ins Broker 01 City
- RALEIGH
- Ins Broker 01 State
- NC
- Ins Broker 01 ZIP Code
- 27612
- Ins Broker Comm Pd 01 Amount
- $4,254
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037181241304
- Form Id
- 47520634
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3020374181241050002
- Ins Broker 01 Name
- QRPS, INC.
- Ins Broker 01 Street Addr
- 4105 BUR OAK CIRCLE, SUITE 100
- Ins Broker 01 City
- RALEIGH
- Ins Broker 01 State
- NC
- Ins Broker 01 ZIP Code
- 27612
- Ins Broker Comm Pd 01 Amount
- $1,089
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 5
- Row 3
- Ins Carrier Name: THE MANUFACTURERS LIFE INSURANCE COMPANY (U.S.A.) ("MANULIFE USA")
- Filing Id
- 84037181241304
- Form Id
- 47520634
- Schedule A EIN
- 56-1619099
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- THE MANUFACTURERS LIFE INSURANCE COMPANY (U.S.A.) ("MANULIFE USA")
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 22088
- Ins Prsn Covered End of year Count
- 17
- Ins Policy From Date
- 2003-04-23
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $5,343
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $384,549
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037181241304
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374181241050003
- Row 2
- Filing Id
- 84037181241304
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MANULIFE LIFESTYLE BALANCED
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $34,226
- Row 3
- Filing Id
- 84037181241304
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MANULIFE LIFESTYLE GROWTH
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $108,244
- Row 4
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC FRANKLIN BALANCE SHEET
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,942
- Row 5
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC MUTUAL DISCOVERY
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,365
- Row 6
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC LORD ABBETT ALL VALUE
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,139
- Row 7
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC LORD ABBETT MID CAP VALUE
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $18,326
- Row 8
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC SCUDDER RREEF REAL ESTATE
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,391
- Row 9
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC DOMINI SOCIAL EQUITY
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $394
- Row 10
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC T. ROWE PRICE BLUE CHIP
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,170
- Row 11
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC EXCELSIOR VALUE & RESTRUCT
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,246
- Row 12
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC MFS STRATEGIC GROWTH
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $27,623
- Row 13
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC AIM MID CAP CORE EQUITY
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,344
- Row 14
- Filing Id
- 84037181241304
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MANULIFE LIFESTYLE AGGRESSIVE
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $19,308
- Row 15
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC FIDELITY ADVISOR OVERSEAS
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,860
- Row 16
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC SCUDDER INTL SELECT EQUITY
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,770
- Row 17
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC AIM CONSTELLATION
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $22,642
- Row 18
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC ENERGY
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,470
- Row 19
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC FRANKLIN SMALL-MID GROWTH
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,443
- Row 20
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC AIM AGGRESSIVE GROWTH
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $13,141
- Row 21
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MANULIFE EMERGING GROWTH STOCK
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,561
- Row 22
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC TEMPLETON DEVELOPING MKTS
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,975
- Row 23
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC T. ROWE PRICE SCI & TECH
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $12,308
- Row 24
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- 500 INDEX FUND
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,325
- Row 25
- Filing Id
- 84037181241304
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MANULIFE MONEY MARKET
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $22,017
- Row 26
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 3
- Row Num
- 30
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- TOTAL STOCK MARKET INDEX FUND
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,421
- Row 27
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC PIMCO TOTAL RETURN
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,976
- Row 28
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC T. ROWE PRICE EQUITY INC
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $8,740
- Row 29
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC DAVIS NEW YORK VENTURE
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,329
- Row 30
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC MUTUAL BEACON
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,349
- Row 31
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC WEITZ PARTNERS VALUE
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,387
- Row 32
- Filing Id
- 84037181241304
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 3020374181241050003
- DFE P1 Entity 01 Name
- MFC FIDELITY ADVISOR DIV GRWTH
- DFE P1 Spons 01 Name
- THE MANUFACTURERS LIFE INSURANCE CO
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,117
- Row 33
- Filing Id
- 84037181241304
- Schedule D EIN
- 56-1619099
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2003-01-01
- Schedule D Tax Period
- 20031231
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$391,258$66,106 change
Balance Sheet
Beginning and end of plan year.
Total assets$325,152$391,258Increase +$66,106 (20.33%)
Total liabilities$0$0No change $0
Net assets$325,152$391,258Increase +$66,106 (20.33%)
Contributions
Employer contributions$0
Participant contributions$80,221
Other contributions$637
Income & Expenses
Total income$172,214
Total expenses$106,108
Net income$66,106
Source fields
- Schedule I source fields
- Filing Id
- 84037181241304
- Schedule I EIN
- 56-1619099
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $325,152
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $325,152
- Small plan total assets at end of year
- $391,258
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $391,258
- Small plan employer contributions
- $0
- Small plan participant contributions
- $80,221
- Small Oth Contribution Rcvd Amount
- $637
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $91,356
- Small plan total income
- $172,214
- Small plan total benefit distributions
- $103,226
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $2,882
- Small plan total expenses
- $106,108
- Small plan net income or loss
- $66,106
- 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
- $100,000
- 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 EIN23-2601407
Transfers
Distributed property value$0
Schedule R source fields
- Payor 23-2601407
- Filing Id
- 84037181241304
- Schedule R EIN
- 56-1619099
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20031231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 23-2601407
- Pension Payor 02 EIN
- 01-0233346
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0