Civic Intelligence
Filing

Function Engineering Inc. 401(K) Profit Sharing Plan & Trust

Function Engineering Inc. • EIN 77-0434708 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Flat

45 → 45

0 • 0.00%

Assets

Down

$3,403,237 → $2,851,100

-$552,137 • -16.22%

Investment Management Fee

-

Admin expenses - • Total expenses $20,000

Filing Details

Context
Net investment result
$-552,137
Pension payor EIN
39-0989781

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
2024148$23,396,598$877,536$18,282iApproximate average salary by contribution assumption: employee only about $457,050 at 4% or $304,700 at 6%; with 50% employer match about $304,700 at 4% or $203,133 at 6%; with 100% employer match about $228,525 at 4% or $152,350 at 6%.
Function Engineering Inc. 401K Plan-48$23,396,598$877,536$18,282iApproximate average salary by contribution assumption: employee only about $457,050 at 4% or $304,700 at 6%; with 50% employer match about $304,700 at 4% or $203,133 at 6%; with 100% employer match about $228,525 at 4% or $152,350 at 6%.
2023148$22,585,717$929,405$19,363iApproximate average salary by contribution assumption: employee only about $484,065 at 4% or $322,710 at 6%; with 50% employer match about $322,710 at 4% or $215,140 at 6%; with 100% employer match about $242,033 at 4% or $161,355 at 6%.
Function Engineering Inc. 401K Plan-48$22,585,717$929,405$19,363iApproximate average salary by contribution assumption: employee only about $484,065 at 4% or $322,710 at 6%; with 50% employer match about $322,710 at 4% or $215,140 at 6%; with 100% employer match about $242,033 at 4% or $161,355 at 6%.
2022148$18,695,828$828,262$17,255iApproximate average salary by contribution assumption: employee only about $431,386 at 4% or $287,591 at 6%; with 50% employer match about $287,591 at 4% or $191,727 at 6%; with 100% employer match about $215,693 at 4% or $143,795 at 6%.
Function Engineering Inc. 401K Plan-48$18,695,828$828,262$17,255iApproximate average salary by contribution assumption: employee only about $431,386 at 4% or $287,591 at 6%; with 50% employer match about $287,591 at 4% or $191,727 at 6%; with 100% employer match about $215,693 at 4% or $143,795 at 6%.
2021146$21,881,949$798,938$17,368iApproximate average salary by contribution assumption: employee only about $434,205 at 4% or $289,470 at 6%; with 50% employer match about $289,470 at 4% or $192,980 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%.
Function Engineering Inc. 401K Plan-46$21,881,949$798,938$17,368iApproximate average salary by contribution assumption: employee only about $434,205 at 4% or $289,470 at 6%; with 50% employer match about $289,470 at 4% or $192,980 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%.
2020147$19,211,091$792,361$16,859iApproximate average salary by contribution assumption: employee only about $421,469 at 4% or $280,979 at 6%; with 50% employer match about $280,979 at 4% or $187,319 at 6%; with 100% employer match about $210,734 at 4% or $140,490 at 6%.
Function Engineering Inc. 401K Plan-47$19,211,091$792,361$16,859iApproximate average salary by contribution assumption: employee only about $421,469 at 4% or $280,979 at 6%; with 50% employer match about $280,979 at 4% or $187,319 at 6%; with 100% employer match about $210,734 at 4% or $140,490 at 6%.
2019147$15,981,145$891,023$18,958iApproximate average salary by contribution assumption: employee only about $473,948 at 4% or $315,966 at 6%; with 50% employer match about $315,966 at 4% or $210,644 at 6%; with 100% employer match about $236,974 at 4% or $157,983 at 6%.
Function Engineering Inc. 401K Plan-47$15,981,145$891,023$18,958iApproximate average salary by contribution assumption: employee only about $473,948 at 4% or $315,966 at 6%; with 50% employer match about $315,966 at 4% or $210,644 at 6%; with 100% employer match about $236,974 at 4% or $157,983 at 6%.
2018150$13,142,884$951,855$19,037iApproximate average salary by contribution assumption: employee only about $475,927 at 4% or $317,285 at 6%; with 50% employer match about $317,285 at 4% or $211,523 at 6%; with 100% employer match about $237,964 at 4% or $158,643 at 6%.
Function Engineering Inc. 401K Plan-50$13,142,884$951,855$19,037iApproximate average salary by contribution assumption: employee only about $475,927 at 4% or $317,285 at 6%; with 50% employer match about $317,285 at 4% or $211,523 at 6%; with 100% employer match about $237,964 at 4% or $158,643 at 6%.
2017151$13,209,925$857,804$16,820iApproximate average salary by contribution assumption: employee only about $420,492 at 4% or $280,328 at 6%; with 50% employer match about $280,328 at 4% or $186,885 at 6%; with 100% employer match about $210,246 at 4% or $140,164 at 6%.
Function Engineering Inc. 401K Plan-51$13,209,925$857,804$16,820iApproximate average salary by contribution assumption: employee only about $420,492 at 4% or $280,328 at 6%; with 50% employer match about $280,328 at 4% or $186,885 at 6%; with 100% employer match about $210,246 at 4% or $140,164 at 6%.
2016148$10,839,005$899,108$18,731iApproximate average salary by contribution assumption: employee only about $468,285 at 4% or $312,190 at 6%; with 50% employer match about $312,190 at 4% or $208,127 at 6%; with 100% employer match about $234,143 at 4% or $156,095 at 6%.
Function Engineering Inc. 401K Plan-48$10,839,005$899,108$18,731iApproximate average salary by contribution assumption: employee only about $468,285 at 4% or $312,190 at 6%; with 50% employer match about $312,190 at 4% or $208,127 at 6%; with 100% employer match about $234,143 at 4% or $156,095 at 6%.
2015144$9,745,818$745,780$16,950iApproximate average salary by contribution assumption: employee only about $423,739 at 4% or $282,492 at 6%; with 50% employer match about $282,492 at 4% or $188,328 at 6%; with 100% employer match about $211,869 at 4% or $141,246 at 6%.
Function Engineering Inc. 401K Plan-44$9,745,818$745,780$16,950iApproximate average salary by contribution assumption: employee only about $423,739 at 4% or $282,492 at 6%; with 50% employer match about $282,492 at 4% or $188,328 at 6%; with 100% employer match about $211,869 at 4% or $141,246 at 6%.
2014142$9,681,355$809,563$19,275iApproximate average salary by contribution assumption: employee only about $481,883 at 4% or $321,255 at 6%; with 50% employer match about $321,255 at 4% or $214,170 at 6%; with 100% employer match about $240,941 at 4% or $160,628 at 6%.
Function Engineering Inc. 401K Plan-42$9,681,355$809,563$19,275iApproximate average salary by contribution assumption: employee only about $481,883 at 4% or $321,255 at 6%; with 50% employer match about $321,255 at 4% or $214,170 at 6%; with 100% employer match about $240,941 at 4% or $160,628 at 6%.
2013143$8,638,161$643,224$14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,312 at 6%; with 50% employer match about $249,312 at 4% or $166,208 at 6%; with 100% employer match about $186,984 at 4% or $124,656 at 6%.
Function Engineering Inc. 401K Plan-43$8,638,161$643,224$14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,312 at 6%; with 50% employer match about $249,312 at 4% or $166,208 at 6%; with 100% employer match about $186,984 at 4% or $124,656 at 6%.
2012143$6,875,406$655,901$15,254iApproximate average salary by contribution assumption: employee only about $381,338 at 4% or $254,225 at 6%; with 50% employer match about $254,225 at 4% or $169,483 at 6%; with 100% employer match about $190,669 at 4% or $127,113 at 6%.
Function Engineering Inc. 401K Plan-43$6,875,406$655,901$15,254iApproximate average salary by contribution assumption: employee only about $381,338 at 4% or $254,225 at 6%; with 50% employer match about $254,225 at 4% or $169,483 at 6%; with 100% employer match about $190,669 at 4% or $127,113 at 6%.
2011141$5,449,586$818,808$19,971iApproximate average salary by contribution assumption: employee only about $499,273 at 4% or $332,849 at 6%; with 50% employer match about $332,849 at 4% or $221,899 at 6%; with 100% employer match about $249,637 at 4% or $166,424 at 6%.
Function Engineering Inc. 401K Plan-41$5,449,586$818,808$19,971iApproximate average salary by contribution assumption: employee only about $499,273 at 4% or $332,849 at 6%; with 50% employer match about $332,849 at 4% or $221,899 at 6%; with 100% employer match about $249,637 at 4% or $166,424 at 6%.
2010142$5,173,740$550,255$13,101iApproximate average salary by contribution assumption: employee only about $327,533 at 4% or $218,355 at 6%; with 50% employer match about $218,355 at 4% or $145,570 at 6%; with 100% employer match about $163,766 at 4% or $109,178 at 6%.
Function Engineering Inc. 401K Plan-42$5,173,740$550,255$13,101iApproximate average salary by contribution assumption: employee only about $327,533 at 4% or $218,355 at 6%; with 50% employer match about $218,355 at 4% or $145,570 at 6%; with 100% employer match about $163,766 at 4% or $109,178 at 6%.
2009141$4,072,936$592,315$14,447iApproximate average salary by contribution assumption: employee only about $361,168 at 4% or $240,778 at 6%; with 50% employer match about $240,778 at 4% or $160,519 at 6%; with 100% employer match about $180,584 at 4% or $120,389 at 6%.
Function Engineering Inc. 401K Plan-41$4,072,936$592,315$14,447iApproximate average salary by contribution assumption: employee only about $361,168 at 4% or $240,778 at 6%; with 50% employer match about $240,778 at 4% or $160,519 at 6%; with 100% employer match about $180,584 at 4% or $120,389 at 6%.
2008145$2,851,100$636,404$14,142iApproximate average salary by contribution assumption: employee only about $353,558 at 4% or $235,705 at 6%; with 50% employer match about $235,705 at 4% or $157,137 at 6%; with 100% employer match about $176,779 at 4% or $117,853 at 6%.
Function Engineering Inc. 401K PlanCurrent45$2,851,100$636,404$14,142iApproximate average salary by contribution assumption: employee only about $353,558 at 4% or $235,705 at 6%; with 50% employer match about $235,705 at 4% or $157,137 at 6%; with 100% employer match about $176,779 at 4% or $117,853 at 6%.
2007144$3,403,237$565,435$12,851iApproximate average salary by contribution assumption: employee only about $321,270 at 4% or $214,180 at 6%; with 50% employer match about $214,180 at 4% or $142,787 at 6%; with 100% employer match about $160,635 at 4% or $107,090 at 6%.
Function Engineering Inc. 401K Plan-44$3,403,237$565,435$12,851iApproximate average salary by contribution assumption: employee only about $321,270 at 4% or $214,180 at 6%; with 50% employer match about $214,180 at 4% or $142,787 at 6%; with 100% employer match about $160,635 at 4% or $107,090 at 6%.
2006135$2,531,316$432,876$12,368iApproximate average salary by contribution assumption: employee only about $309,197 at 4% or $206,131 at 6%; with 50% employer match about $206,131 at 4% or $137,421 at 6%; with 100% employer match about $154,599 at 4% or $103,066 at 6%.
Function Engineering Inc. 401K Plan-35$2,531,316$432,876$12,368iApproximate average salary by contribution assumption: employee only about $309,197 at 4% or $206,131 at 6%; with 50% employer match about $206,131 at 4% or $137,421 at 6%; with 100% employer match about $154,599 at 4% or $103,066 at 6%.
2005132$1,935,178$375,797$11,744iApproximate average salary by contribution assumption: employee only about $293,591 at 4% or $195,728 at 6%; with 50% employer match about $195,728 at 4% or $130,485 at 6%; with 100% employer match about $146,796 at 4% or $97,864 at 6%.
Function Engineering Inc. 401K Plan-32$1,935,178$375,797$11,744iApproximate average salary by contribution assumption: employee only about $293,591 at 4% or $195,728 at 6%; with 50% employer match about $195,728 at 4% or $130,485 at 6%; with 100% employer match about $146,796 at 4% or $97,864 at 6%.
2004130$1,422,866$343,787$11,460iApproximate average salary by contribution assumption: employee only about $286,489 at 4% or $190,993 at 6%; with 50% employer match about $190,993 at 4% or $127,329 at 6%; with 100% employer match about $143,245 at 4% or $95,496 at 6%.
Function Engineering Inc. 401K Plan-30$1,422,866$343,787$11,460iApproximate average salary by contribution assumption: employee only about $286,489 at 4% or $190,993 at 6%; with 50% employer match about $190,993 at 4% or $127,329 at 6%; with 100% employer match about $143,245 at 4% or $95,496 at 6%.
2003130$1,057,392$352,929$11,764iApproximate average salary by contribution assumption: employee only about $294,108 at 4% or $196,072 at 6%; with 50% employer match about $196,072 at 4% or $130,714 at 6%; with 100% employer match about $147,054 at 4% or $98,036 at 6%.
Function Engineering Inc. 401K Plan-30$1,057,392$352,929$11,764iApproximate average salary by contribution assumption: employee only about $294,108 at 4% or $196,072 at 6%; with 50% employer match about $196,072 at 4% or $130,714 at 6%; with 100% employer match about $147,054 at 4% or $98,036 at 6%.
2002131$600,634$279,404$9,013iApproximate average salary by contribution assumption: employee only about $225,326 at 4% or $150,217 at 6%; with 50% employer match about $150,217 at 4% or $100,145 at 6%; with 100% employer match about $112,663 at 4% or $75,109 at 6%.
Function Engineering Inc. 401K Plan-31$600,634$279,404$9,013iApproximate average salary by contribution assumption: employee only about $225,326 at 4% or $150,217 at 6%; with 50% employer match about $150,217 at 4% or $100,145 at 6%; with 100% employer match about $112,663 at 4% or $75,109 at 6%.
2001122$457,963$219,159$9,962iApproximate average salary by contribution assumption: employee only about $249,044 at 4% or $166,030 at 6%; with 50% employer match about $166,030 at 4% or $110,686 at 6%; with 100% employer match about $124,522 at 4% or $83,015 at 6%.
Function Engineering Inc. 401K Plan-22$457,963$219,159$9,962iApproximate average salary by contribution assumption: employee only about $249,044 at 4% or $166,030 at 6%; with 50% employer match about $166,030 at 4% or $110,686 at 6%; with 100% employer match about $124,522 at 4% or $83,015 at 6%.
2000119$294,616$210,984$11,104iApproximate average salary by contribution assumption: employee only about $277,611 at 4% or $185,074 at 6%; with 50% employer match about $185,074 at 4% or $123,382 at 6%; with 100% employer match about $138,805 at 4% or $92,537 at 6%.
Function Engineering Inc. 401K Plan-19$294,616$210,984$11,104iApproximate average salary by contribution assumption: employee only about $277,611 at 4% or $185,074 at 6%; with 50% employer match about $185,074 at 4% or $123,382 at 6%; with 100% employer match about $138,805 at 4% or $92,537 at 6%.
1999120$168,327$164,363$8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%.
Function Engineering Inc. 401K Plan-20$168,327$164,363$8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037218358319
Form Id
97027676
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020379218358060002
Ins Broker 01 Name
CHRISTOPHER KENNY
Ins Broker 01 Street Addr
1331 N CALIFORNIA BLVD.
Ins Broker 01 City
WALNUT CREEK
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
94596
Ins Broker Comm Pd 01 Amount
$7,206
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037218358319
Form Id
97027676
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
8020379218358060002
Ins Broker 01 Name
EDWARD CHRISTIANSEN JR
Ins Broker 01 Street Addr
1990 N CALIFORMNIA BLVD
Ins Broker 01 City
WALNUT CREEK
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
94596
Ins Broker Comm Pd 01 Amount
$7,206
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: TRANSAMERICA LIFE INSURANCE COMPANY
Filing Id
84037218358319
Form Id
97027676
Schedule A EIN
77-0434708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2008-01-01
Schedule A Tax Period
20081231
Ins Carrier Name
TRANSAMERICA LIFE INSURANCE COMPANY
Ins Carrier EIN
39-0989781
Ins Carrier Naic Code
86231
Ins Contract Num
995194
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2008-01-01
Ins Policy To Date
2008-12-31
Ins Broker Comm Total Amount
$14,412
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$2,807,300
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
84037218358319
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020379218358060003
Row 2
Filing Id
84037218358319
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781101
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$241,469
Row 3
Filing Id
84037218358319
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY INDEX
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781102
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$26,373
Row 4
Filing Id
84037218358319
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
COLUMBIA INTERMEDIATE BOND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781398
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$85,291
Row 5
Filing Id
84037218358319
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA PARTNERS MID VAL
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781427
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,625
Row 6
Filing Id
84037218358319
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
DIVERSIFIED INV SHORT
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781429
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$42,743
Row 7
Filing Id
84037218358319
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
DIVERSIFIED INV SHORT/INT
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781430
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,669
Row 8
Filing Id
84037218358319
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
DIVERSIFIED INV INTERMEDIATE
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781431
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$27,319
Row 9
Filing Id
84037218358319
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
DIVERSIFIED INV INT/LONG
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781432
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$81,593
Row 10
Filing Id
84037218358319
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
DIVERSIFIED INV LONG
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781433
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$34,729
Row 11
Filing Id
84037218358319
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA PARTNERS CORE BOND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781435
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$211,679
Row 12
Filing Id
84037218358319
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
PUTNAM US CORE EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781438
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,077
Row 13
Filing Id
84037218358319
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
CALVERT SOCIAL INVESTMENT
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781439
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$96,350
Row 14
Filing Id
84037218358319
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA CASH MANAGEMENT
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781105
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$372,860
Row 15
Filing Id
84037218358319
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
FIDELITY ADVISOR SMALL CAP
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781445
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$143,471
Row 16
Filing Id
84037218358319
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
OPP CHAMPION INCOME
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781449
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 17
Filing Id
84037218358319
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
AMERICAN FUNDS WASH MUT INV
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781008
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,763
Row 18
Filing Id
84037218358319
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
AMERICA FUNDS FUNDAMENTL INV
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781009
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$80,869
Row 19
Filing Id
84037218358319
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
AMERICAN FUNDS GRTH FUND OF AM
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781015
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$63,168
Row 20
Filing Id
84037218358319
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
25
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
MUTUAL SHARES
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781017
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,740
Row 21
Filing Id
84037218358319
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
26
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
COLUMBIA MARSICO 21ST CENTURY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781030
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$88,288
Row 22
Filing Id
84037218358319
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
27
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
SSGA DOW JONES SML CP VAL IND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781046
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$22,891
Row 23
Filing Id
84037218358319
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
28
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
LOOMIS SAYLES INV GRADE BOND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781086
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$46,941
Row 24
Filing Id
84037218358319
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
29
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
FIDELITY ADV LEVERAGED CO STK
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781072
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$74,424
Row 25
Filing Id
84037218358319
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TEMPLETON FOREIGN
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781143
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$158,283
Row 26
Filing Id
84037218358319
Page Id
2
Page Seq
4
Page Row Num
3
Row Num
30
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
THORNBURG CORE GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781095
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,050
Row 27
Filing Id
84037218358319
Page Id
2
Page Seq
4
Page Row Num
4
Row Num
31
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
OPP MAIN ST SMALL CAP
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781090
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,592
Row 28
Filing Id
84037218358319
Page Id
2
Page Seq
4
Page Row Num
5
Row Num
32
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
SSGA DOW JONES SML CP GRTH IND
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781121
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,704
Row 29
Filing Id
84037218358319
Page Id
2
Page Seq
4
Page Row Num
6
Row Num
33
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
AMERICAN FUNDS EUROPAC GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781068
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$80,291
Row 30
Filing Id
84037218358319
Page Id
2
Page Seq
5
Page Row Num
1
Row Num
34
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
IVY SCIENCE & TECHNOLOGY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781082
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$105,697
Row 31
Filing Id
84037218358319
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
JP MORGAN GOVT SEC
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781158
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$198,738
Row 32
Filing Id
84037218358319
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA GROWTH OPP
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$101,506
Row 33
Filing Id
84037218358319
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
TRANSAMERICA CORE EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$134,427
Row 34
Filing Id
84037218358319
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
FIDELITY ADVISOR EQUITY INC
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781185
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$88,602
Row 35
Filing Id
84037218358319
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
MUTUAL QUALIFIED
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781186
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$89,587
Row 36
Filing Id
84037218358319
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
8020379218358060003
DFE P1 Entity 01 Name
COLUMBIA HIGH INCOME
DFE P1 Spons 01 Name
TRANSAMERICA LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
390989781228
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$65,491

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$2,851,100-$552,137 change

Balance Sheet

Beginning and end of plan year.

Total assets$3,403,237$2,851,100Decrease -$552,137 (-16.22%)
Total liabilities$0$0No change $0
Net assets$3,403,237$2,851,100Decrease -$552,137 (-16.22%)

Contributions

Employer contributions$224,698
Participant contributions$411,706
Other contributions$0

Income & Expenses

Total income$-532,137
Total expenses$20,000
Net income$-552,137
Source fields
Schedule I source fields
Filing Id
84037218358319
Schedule I EIN
77-0434708
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$3,403,237
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$3,403,237
Small plan total assets at end of year
$2,851,100
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,851,100
Small plan employer contributions
$224,698
Small plan participant contributions
$411,706
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-1,168,541
Small plan total income
$-532,137
Small plan total benefit distributions
$20,000
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$20,000
Small plan net income or loss
$-552,137
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
$210,000
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 EIN39-0989781

Transfers

Distributed property value$0
Schedule R source fields
Payor 39-0989781
Filing Id
84037218358319
Schedule R EIN
77-0434708
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
39-0989781
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1