Civic Intelligence
Filing

Devolve Corp. 401K Plan

Devolve Corp. • EIN 76-0672515 • Plan year 2007

Filing Insights

Participants

Up

111 → 140

29 • 26.13%

Assets

Up

$484,955 → $558,704

$73,749 • 15.21%

Investment Management Fee

-

Admin expenses - • Total expenses $32,185

Filing Details

Context
Net investment result
$73,749

Status Flags

Fidelity bond in place

No

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
200910$0$71,768-
Devolve Corp. 401K Plan-0-$71,768-
20081160$446,621$94,060$588iApproximate average salary by contribution assumption: employee only about $14,697 at 4% or $9,798 at 6%; with 50% employer match about $9,798 at 4% or $6,532 at 6%; with 100% employer match about $7,348 at 4% or $4,899 at 6%.
Devolve Corp. 401K Plan-160$446,621$94,060$588iApproximate average salary by contribution assumption: employee only about $14,697 at 4% or $9,798 at 6%; with 50% employer match about $9,798 at 4% or $6,532 at 6%; with 100% employer match about $7,348 at 4% or $4,899 at 6%.
20071140$558,704$76,215$544iApproximate average salary by contribution assumption: employee only about $13,610 at 4% or $9,073 at 6%; with 50% employer match about $9,073 at 4% or $6,049 at 6%; with 100% employer match about $6,805 at 4% or $4,537 at 6%.
Devolve Corp. 401K PlanCurrent140$558,704$76,215$544iApproximate average salary by contribution assumption: employee only about $13,610 at 4% or $9,073 at 6%; with 50% employer match about $9,073 at 4% or $6,049 at 6%; with 100% employer match about $6,805 at 4% or $4,537 at 6%.
2006199$484,955$59,308$599iApproximate average salary by contribution assumption: employee only about $14,977 at 4% or $9,985 at 6%; with 50% employer match about $9,985 at 4% or $6,656 at 6%; with 100% employer match about $7,488 at 4% or $4,992 at 6%.
Devolve Corp. 401K Plan-99$484,955$59,308$599iApproximate average salary by contribution assumption: employee only about $14,977 at 4% or $9,985 at 6%; with 50% employer match about $9,985 at 4% or $6,656 at 6%; with 100% employer match about $7,488 at 4% or $4,992 at 6%.
2005192$460,267$64,700$703iApproximate average salary by contribution assumption: employee only about $17,582 at 4% or $11,721 at 6%; with 50% employer match about $11,721 at 4% or $7,814 at 6%; with 100% employer match about $8,791 at 4% or $5,861 at 6%.
Devolve Corp. 401K Plan-92$460,267$64,700$703iApproximate average salary by contribution assumption: employee only about $17,582 at 4% or $11,721 at 6%; with 50% employer match about $11,721 at 4% or $7,814 at 6%; with 100% employer match about $8,791 at 4% or $5,861 at 6%.
2004185$388,545$68,722$808iApproximate average salary by contribution assumption: employee only about $20,212 at 4% or $13,475 at 6%; with 50% employer match about $13,475 at 4% or $8,983 at 6%; with 100% employer match about $10,106 at 4% or $6,737 at 6%.
Devolve Corp. 401K Plan-85$388,545$68,722$808iApproximate average salary by contribution assumption: employee only about $20,212 at 4% or $13,475 at 6%; with 50% employer match about $13,475 at 4% or $8,983 at 6%; with 100% employer match about $10,106 at 4% or $6,737 at 6%.
2003170$317,950$321,162$4,588iApproximate average salary by contribution assumption: employee only about $114,701 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,234 at 6%.
Devolve Corp. 401K Plan-70$317,950$321,162$4,588iApproximate average salary by contribution assumption: employee only about $114,701 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,234 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037191289028
Form Id
87580458
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378191289020002
Ins Broker 01 Name
COHAN INSURANCE GROUP INC.
Ins Broker Comm Pd 01 Amount
$4,370
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037191289028
Form Id
87580458
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378191289020002
Ins Broker 01 Name
ACTUARIES & ASSOCIATES
Ins Broker Comm Pd 01 Amount
$268
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: JOHN HANCOCK
Filing Id
84037191289028
Form Id
87580458
Schedule A EIN
76-0672515
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
JOHN HANCOCK
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
18222
Ins Prsn Covered End of year Count
28
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$4,638
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$558,690
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
$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
84037191289028
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378191289020003
Row 2
Filing Id
84037191289028
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LIFESTYLE CONSERVATIVE
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,892
Row 3
Filing Id
84037191289028
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LIFESTYLE MODERATE
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,959
Row 4
Filing Id
84037191289028
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
SMALL CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$74
Row 5
Filing Id
84037191289028
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
EMERGING GROWTH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$217
Row 6
Filing Id
84037191289028
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
7010378191289020003
DFE P1 Plan Interest End of year 01 Amount
$0
Row 7
Filing Id
84037191289028
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
7010378191289020003
DFE P1 Plan Interest End of year 01 Amount
$0
Row 8
Filing Id
84037191289028
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
7010378191289020003
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
84037191289028
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
7010378191289020003
DFE P1 Plan Interest End of year 01 Amount
$0
Row 10
Filing Id
84037191289028
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH AMERICAN CENTURY VISTA
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$269
Row 11
Filing Id
84037191289028
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH FRANKLIN SMALL-MID GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$838
Row 12
Filing Id
84037191289028
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH AIM SMALL CAP GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$609
Row 13
Filing Id
84037191289028
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH T. ROWE PRICE HEALTH SCI
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$63
Row 14
Filing Id
84037191289028
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LIFESTYLE BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$261,083
Row 15
Filing Id
84037191289028
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH OPPENHEIMER DEVLOPING MKT
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,513
Row 16
Filing Id
84037191289028
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SCI * TECH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,031
Row 17
Filing Id
84037191289028
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
MONEY MARKET FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$88,711
Row 18
Filing Id
84037191289028
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
QUANTITATIVE VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,343
Row 19
Filing Id
84037191289028
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
500 INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,432
Row 20
Filing Id
84037191289028
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
25
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
QUANTITATIVE ALL CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$444
Row 21
Filing Id
84037191289028
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
26
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
MID CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$150
Row 22
Filing Id
84037191289028
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
27
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
INTERNATIONAL VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,067
Row 23
Filing Id
84037191289028
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
28
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH T. ROWE PRICE EQUITY INC
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,507
Row 24
Filing Id
84037191289028
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
29
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH DAVIS NEW YORK VENTURE
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,288
Row 25
Filing Id
84037191289028
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LIFESTYLE GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$139,871
Row 26
Filing Id
84037191289028
Page Id
2
Page Seq
4
Page Row Num
3
Row Num
30
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH MUTUAL BEACON
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,062
Row 27
Filing Id
84037191289028
Page Id
2
Page Seq
4
Page Row Num
4
Row Num
31
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH WEITZ PARTNERS VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,358
Row 28
Filing Id
84037191289028
Page Id
2
Page Seq
4
Page Row Num
5
Row Num
32
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH FIDELITY ADVISOR DIV GRWTH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$341
Row 29
Filing Id
84037191289028
Page Id
2
Page Seq
4
Page Row Num
6
Row Num
33
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH FRANKLIN BALANCE SHEET
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$124
Row 30
Filing Id
84037191289028
Page Id
2
Page Seq
5
Page Row Num
1
Row Num
34
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH JENNSION GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,839
Row 31
Filing Id
84037191289028
Page Id
2
Page Seq
5
Page Row Num
2
Row Num
35
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH OPPENHEIMER GLOBAL
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$656
Row 32
Filing Id
84037191289028
Page Id
2
Page Seq
5
Page Row Num
3
Row Num
36
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS EUROPACIFIC
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$788
Row 33
Filing Id
84037191289028
Page Id
2
Page Seq
5
Page Row Num
4
Row Num
37
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH DAVIS FINANCIAL
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$52
Row 34
Filing Id
84037191289028
Page Id
2
Page Seq
5
Page Row Num
5
Row Num
38
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH AIM CONSTELLATION
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$167
Row 35
Filing Id
84037191289028
Page Id
2
Page Seq
5
Page Row Num
6
Row Num
39
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH DWS MID CAP GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$166
Row 36
Filing Id
84037191289028
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LIFESTYLE AGGRESSIVE
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$421
Row 37
Filing Id
84037191289028
Page Id
2
Page Seq
6
Page Row Num
1
Row Num
40
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH MUTUAL DISCOVERY
DFE P1 Spons 01 Name
JOHN HANCOCK
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 38
Filing Id
84037191289028
Page Id
2
Page Seq
6
Page Row Num
2
Row Num
41
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LORD ABBETT MID CAP VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,267
Row 39
Filing Id
84037191289028
Page Id
2
Page Seq
6
Page Row Num
3
Row Num
42
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SML CAP VAL
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,462
Row 40
Filing Id
84037191289028
Page Id
2
Page Seq
6
Page Row Num
4
Row Num
43
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH T. ROWE PRICE BLUE CHIP
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$365
Row 41
Filing Id
84037191289028
Page Id
2
Page Seq
6
Page Row Num
5
Row Num
44
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH EXCELSIOR VALUE & RESTRUCT
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$132
Row 42
Filing Id
84037191289028
Page Id
2
Page Seq
6
Page Row Num
6
Row Num
45
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH JOHN HANCOCK U.S GBL LEAD
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$135
Row 43
Filing Id
84037191289028
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH SHORT-TERM FEDERAL
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,448
Row 44
Filing Id
84037191289028
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH PIMCO TOTAL RETURN
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$566
Row 45
Filing Id
84037191289028
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SPECTRUM INC.
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$271
Row 46
Filing Id
84037191289028
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH LM PARTNERS GLB HIGH YIELD
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,196
Row 47
Filing Id
84037191289028
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
7010378191289020003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS AM BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,443
Row 48
Filing Id
84037191289028
Schedule D EIN
76-0672515
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2007-01-01
Schedule D Tax Period
20071231

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$558,704$73,749 change

Balance Sheet

Beginning and end of plan year.

Total assets$484,955$558,704Increase +$73,749 (15.21%)
Total liabilities$0$0No change $0
Net assets$484,955$558,704Increase +$73,749 (15.21%)

Contributions

Employer contributions$3,601
Participant contributions$72,614
Other contributions$0

Income & Expenses

Total income$105,934
Total expenses$32,185
Net income$73,749
Source fields
Schedule I source fields
Filing Id
84037191289028
Schedule I EIN
76-0672515
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$484,955
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$484,955
Small plan total assets at end of year
$558,704
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$558,704
Small plan employer contributions
$3,601
Small plan participant contributions
$72,614
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$29,719
Small plan total income
$105,934
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$24,887
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$7,298
Small plan total expenses
$32,185
Small plan net income or loss
$73,749
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
No
Small plan fidelity bond amount
$0
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