Civic Intelligence
Filing

Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and Trust

Carpenter-Wright Engineers PLLC • EIN 62-1582367 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

28 → 20

-8 • -28.57%

Assets

Up

$907,941 → $1,191,992

$284,051 • 31.29%

Investment Management Fee

-

Admin expenses - • Total expenses $104,344

Filing Details

Context
Net investment result
$284,051
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

Yes

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
2003120$1,191,992$103,635$5,182iApproximate average salary by contribution assumption: employee only about $129,544 at 4% or $86,363 at 6%; with 50% employer match about $86,363 at 4% or $57,575 at 6%; with 100% employer match about $64,772 at 4% or $43,181 at 6%.
Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and TrustCurrent20$1,191,992$103,635$5,182iApproximate average salary by contribution assumption: employee only about $129,544 at 4% or $86,363 at 6%; with 50% employer match about $86,363 at 4% or $57,575 at 6%; with 100% employer match about $64,772 at 4% or $43,181 at 6%.
2002122$907,941$129,955$5,907iApproximate average salary by contribution assumption: employee only about $147,676 at 4% or $98,451 at 6%; with 50% employer match about $98,451 at 4% or $65,634 at 6%; with 100% employer match about $73,838 at 4% or $49,225 at 6%.
Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and Trust-22$907,941$129,955$5,907iApproximate average salary by contribution assumption: employee only about $147,676 at 4% or $98,451 at 6%; with 50% employer match about $98,451 at 4% or $65,634 at 6%; with 100% employer match about $73,838 at 4% or $49,225 at 6%.
2001126$0$0-
Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and Trust-26---
2000128$1,132,268$216,032$7,715iApproximate average salary by contribution assumption: employee only about $192,886 at 4% or $128,590 at 6%; with 50% employer match about $128,590 at 4% or $85,727 at 6%; with 100% employer match about $96,443 at 4% or $64,295 at 6%.
Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and Trust-28$1,132,268$216,032$7,715iApproximate average salary by contribution assumption: employee only about $192,886 at 4% or $128,590 at 6%; with 50% employer match about $128,590 at 4% or $85,727 at 6%; with 100% employer match about $96,443 at 4% or $64,295 at 6%.
1999139$1,089,727$188,663$4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,625 at 6%; with 50% employer match about $80,625 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%.
Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and Trust-39$1,089,727$188,663$4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,625 at 6%; with 50% employer match about $80,625 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037202494784
Form Id
48483592
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374202494030002
Ins Broker 01 Name
PEERMAN DAVIS, INC.
Ins Broker 01 Street Addr
3301 WEST END AVENUE
Ins Broker 01 City
NASHVILLE
Ins Broker 01 State
TN
Ins Broker 01 ZIP Code
37203
Ins Broker Comm Pd 01 Amount
$3,355
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 2
Filing Id
84037202494784
Form Id
48483592
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3040374202494030002
Ins Broker 01 Name
THOROUGHBRED FINANCIAL SERVICES LLC
Ins Broker 01 Street Addr
5038 THOROUGHBRED LANE
Ins Broker 01 City
BRENTWOOD
Ins Broker 01 State
TN
Ins Broker 01 ZIP Code
37027
Ins Broker Comm Pd 01 Amount
$1,000
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 3
Filing Id
84037202494784
Form Id
48483592
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3040374202494030002
Ins Broker 01 Name
ACCESS RETIREMENT SERVICES, LLC
Ins Broker 01 Street Addr
278 FRANKLIN ROAD, SUITE 101
Ins Broker 01 City
BRENTWOOD
Ins Broker 01 State
TN
Ins Broker 01 ZIP Code
37027
Ins Broker Comm Pd 01 Amount
$294
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
5
Row 4
Ins Carrier Name: THE MANUFACTURERS LIFE INSURANCE COMPANY (U.S.A.)
Filing Id
84037202494784
Form Id
48483592
Schedule A EIN
62-1582367
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.)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
00000
Ins Contract Num
61994
Ins Prsn Covered End of year Count
23
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$4,649
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$676,729
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
84037202494784
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MANULIFE LIFESTYLE CONSERV
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
$362
Row 2
Filing Id
84037202494784
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3040374202494030003
Row 3
Filing Id
84037202494784
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MANULIFE LIFESTYLE MODERATE
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
$1,001
Row 4
Filing Id
84037202494784
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC T. ROWE PRICE SPECTRUM 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
$971
Row 5
Filing Id
84037202494784
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MANULIFE 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
$11,799
Row 6
Filing Id
84037202494784
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MANULIFE EQUITY INCOME
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
$3,609
Row 7
Filing Id
84037202494784
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
3040374202494030003
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
$3,044
Row 8
Filing Id
84037202494784
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
3040374202494030003
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
$20,554
Row 9
Filing Id
84037202494784
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
3040374202494030003
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
$745
Row 10
Filing Id
84037202494784
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
3040374202494030003
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
$11,229
Row 11
Filing Id
84037202494784
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
3040374202494030003
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
$16,779
Row 12
Filing Id
84037202494784
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
3040374202494030003
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
$41,394
Row 13
Filing Id
84037202494784
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
3040374202494030003
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
$0
Row 14
Filing Id
84037202494784
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3040374202494030003
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
$13,564
Row 15
Filing Id
84037202494784
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC SMITH BARNEY SMALL 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
$0
Row 16
Filing Id
84037202494784
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC MFS UTILITIES
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
$5,059
Row 17
Filing Id
84037202494784
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
3040374202494030003
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
$8,758
Row 18
Filing Id
84037202494784
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
3040374202494030003
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
$18,401
Row 19
Filing Id
84037202494784
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
3040374202494030003
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
$5,490
Row 20
Filing Id
84037202494784
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
25
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC FIDELITY ADVISOR LARGE CAP
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
$27,888
Row 21
Filing Id
84037202494784
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
26
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC PUTNAM GLOBAL 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
$5,976
Row 22
Filing Id
84037202494784
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
27
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC TEMPLETON FOREIGN
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
$6,001
Row 23
Filing Id
84037202494784
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
28
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC DAVIS FINANCIAL
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
$0
Row 24
Filing Id
84037202494784
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
29
Image Form Id
3040374202494030003
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
$8,287
Row 25
Filing Id
84037202494784
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3040374202494030003
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
$54,559
Row 26
Filing Id
84037202494784
Page Id
2
Page Seq
4
Page Row Num
3
Row Num
30
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC JANUS TWENTY
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
$0
Row 27
Filing Id
84037202494784
Page Id
2
Page Seq
4
Page Row Num
4
Row Num
31
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC SCUDDER MID CAP
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
$3,203
Row 28
Filing Id
84037202494784
Page Id
2
Page Seq
4
Page Row Num
5
Row Num
32
Image Form Id
3040374202494030003
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
$0
Row 29
Filing Id
84037202494784
Page Id
2
Page Seq
4
Page Row Num
6
Row Num
33
Image Form Id
3040374202494030003
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
$764
Row 30
Filing Id
84037202494784
Page Id
2
Page Seq
5
Page Row Num
1
Row Num
34
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC AIM SMALL CAP 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
$10,138
Row 31
Filing Id
84037202494784
Page Id
2
Page Seq
5
Page Row Num
2
Row Num
35
Image Form Id
3040374202494030003
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
$3,558
Row 32
Filing Id
84037202494784
Page Id
2
Page Seq
5
Page Row Num
3
Row Num
36
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC T. ROWE PRICE HEALTH SCI
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
$0
Row 33
Filing Id
84037202494784
Page Id
2
Page Seq
5
Page Row Num
4
Row Num
37
Image Form Id
3040374202494030003
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
$1,248
Row 34
Filing Id
84037202494784
Page Id
2
Page Seq
5
Page Row Num
5
Row Num
38
Image Form Id
3040374202494030003
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
$39,405
Row 35
Filing Id
84037202494784
Page Id
2
Page Seq
5
Page Row Num
6
Row Num
39
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
LIFESTYLE GROWTH 820 (VS)
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
$93,530
Row 36
Filing Id
84037202494784
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MANULIFE LIESTYLE 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
$44,884
Row 37
Filing Id
84037202494784
Page Id
2
Page Seq
6
Page Row Num
1
Row Num
40
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
LIFESTYLE AGGRESSIVE 1000 (VS)
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
$54,438
Row 38
Filing Id
84037202494784
Page Id
2
Page Seq
6
Page Row Num
2
Row Num
41
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
U.S. GOVERNMENT SECS FUND (VS)
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
$1,541
Row 39
Filing Id
84037202494784
Page Id
2
Page Seq
6
Page Row Num
3
Row Num
42
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
HIGH YIELD FUND (VS)
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
$2,242
Row 40
Filing Id
84037202494784
Page Id
2
Page Seq
6
Page Row Num
4
Row Num
43
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
EQUITY INCOME FUND (VS)
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
$0
Row 41
Filing Id
84037202494784
Page Id
2
Page Seq
6
Page Row Num
5
Row Num
44
Image Form Id
3040374202494030003
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
$98,107
Row 42
Filing Id
84037202494784
Page Id
2
Page Seq
6
Page Row Num
6
Row Num
45
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
BLUE CHIP GROWTH FUND (VS)
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
$6,023
Row 43
Filing Id
84037202494784
Page Id
2
Page Seq
7
Page Row Num
1
Row Num
46
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
ALL CAP CORE FUND (VS)
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
$1,870
Row 44
Filing Id
84037202494784
Page Id
2
Page Seq
7
Page Row Num
2
Row Num
47
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
QUANTITATIVE MID CAP FUND (VS)
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
$9,535
Row 45
Filing Id
84037202494784
Page Id
2
Page Seq
7
Page Row Num
3
Row Num
48
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
EMERGING SMALL CO FUND (VS)
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
$2,716
Row 46
Filing Id
84037202494784
Page Id
2
Page Seq
7
Page Row Num
4
Row Num
49
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
AGGRESSIVE GROWTH FUND (VS)
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
$0
Row 47
Filing Id
84037202494784
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
3040374202494030003
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
$2,578
Row 48
Filing Id
84037202494784
Page Id
2
Page Seq
7
Page Row Num
5
Row Num
50
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
SCIENCE & TECHNOLOGY FUND (VS)
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
$0
Row 49
Filing Id
84037202494784
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC SHORT-TERM FEDERAL
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
$5,765
Row 50
Filing Id
84037202494784
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
3040374202494030003
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
$4,931
Row 51
Filing Id
84037202494784
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC SALOMON BROS HIGH YIELD
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
$18,093
Row 52
Filing Id
84037202494784
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
3040374202494030003
DFE P1 Entity 01 Name
MFC DREYFUS PREMIER CORE BOND
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
$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$1,191,992$284,051 change

Balance Sheet

Beginning and end of plan year.

Total assets$907,941$1,191,992Increase +$284,051 (31.29%)
Total liabilities$0$0No change $0
Net assets$907,941$1,191,992Increase +$284,051 (31.29%)

Contributions

Employer contributions$38,047
Participant contributions$65,588
Other contributions$0

Income & Expenses

Total income$388,395
Total expenses$104,344
Net income$284,051
Source fields
Schedule I source fields
Filing Id
84037202494784
Schedule I EIN
62-1582367
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
$907,941
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$907,941
Small plan total assets at end of year
$1,191,992
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,191,992
Small plan employer contributions
$38,047
Small plan participant contributions
$65,588
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$284,760
Small plan total income
$388,395
Small plan total benefit distributions
$96,769
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$7,575
Small plan total expenses
$104,344
Small plan net income or loss
$284,051
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 EIN01-0233346

Transfers

Distributed property value$0
Schedule R source fields
Payor 01-0233346
Filing Id
84037202494784
Schedule R EIN
62-1582367
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
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
Carpenter-Wright Engineers PLLC 401K Profit Sharing Plan and Trust | Carpenter-Wright Engineers PLLC | Plan 001 | 2003 Form 5500 Filing