Fidelity bond in place
Yes
Filing4955 Beck DriveElkhart, IN 46516
Flexform Technologies LLC 401(K) Profit Sharing Plan
Flexform Technologies LLC • EIN 88-0486812 • Elkhart, IN • Plan year 2001
Filing Insights
Participants
Flat22 → 22
0 • 0.00%
Assets
Up$30,663 → $58,913
$28,250 • 92.13%
Investment Management Fee
-
Admin expenses - • Total expenses $1,276
Filing Details
Context- Net investment result
- $28,250
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,322,378 | $11,441 | $1,271iApproximate average salary by contribution assumption: employee only about $31,781 at 4% or $21,187 at 6%; with 50% employer match about $21,187 at 4% or $14,125 at 6%; with 100% employer match about $15,890 at 4% or $10,594 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 9 | $1,322,378 | $11,441 | $1,271iApproximate average salary by contribution assumption: employee only about $31,781 at 4% or $21,187 at 6%; with 50% employer match about $21,187 at 4% or $14,125 at 6%; with 100% employer match about $15,890 at 4% or $10,594 at 6%. |
| 2023 | 1 | 10 | $1,207,734 | $20,093 | $2,009iApproximate average salary by contribution assumption: employee only about $50,233 at 4% or $33,488 at 6%; with 50% employer match about $33,488 at 4% or $22,326 at 6%; with 100% employer match about $25,116 at 4% or $16,744 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 10 | $1,207,734 | $20,093 | $2,009iApproximate average salary by contribution assumption: employee only about $50,233 at 4% or $33,488 at 6%; with 50% employer match about $33,488 at 4% or $22,326 at 6%; with 100% employer match about $25,116 at 4% or $16,744 at 6%. |
| 2022 | 1 | 13 | $1,377,447 | $33,234 | $2,556iApproximate average salary by contribution assumption: employee only about $63,912 at 4% or $42,608 at 6%; with 50% employer match about $42,608 at 4% or $28,405 at 6%; with 100% employer match about $31,956 at 4% or $21,304 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 13 | $1,377,447 | $33,234 | $2,556iApproximate average salary by contribution assumption: employee only about $63,912 at 4% or $42,608 at 6%; with 50% employer match about $42,608 at 4% or $28,405 at 6%; with 100% employer match about $31,956 at 4% or $21,304 at 6%. |
| 2021 | 1 | 13 | $1,595,965 | $142,406 | $10,954iApproximate average salary by contribution assumption: employee only about $273,858 at 4% or $182,572 at 6%; with 50% employer match about $182,572 at 4% or $121,715 at 6%; with 100% employer match about $136,929 at 4% or $91,286 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 13 | $1,595,965 | $142,406 | $10,954iApproximate average salary by contribution assumption: employee only about $273,858 at 4% or $182,572 at 6%; with 50% employer match about $182,572 at 4% or $121,715 at 6%; with 100% employer match about $136,929 at 4% or $91,286 at 6%. |
| 2020 | 1 | 16 | $1,388,093 | $48,396 | $3,025iApproximate average salary by contribution assumption: employee only about $75,619 at 4% or $50,413 at 6%; with 50% employer match about $50,413 at 4% or $33,608 at 6%; with 100% employer match about $37,809 at 4% or $25,206 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 16 | $1,388,093 | $48,396 | $3,025iApproximate average salary by contribution assumption: employee only about $75,619 at 4% or $50,413 at 6%; with 50% employer match about $50,413 at 4% or $33,608 at 6%; with 100% employer match about $37,809 at 4% or $25,206 at 6%. |
| 2019 | 1 | 20 | $1,320,816 | $70,380 | $3,519iApproximate average salary by contribution assumption: employee only about $87,975 at 4% or $58,650 at 6%; with 50% employer match about $58,650 at 4% or $39,100 at 6%; with 100% employer match about $43,988 at 4% or $29,325 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 20 | $1,320,816 | $70,380 | $3,519iApproximate average salary by contribution assumption: employee only about $87,975 at 4% or $58,650 at 6%; with 50% employer match about $58,650 at 4% or $39,100 at 6%; with 100% employer match about $43,988 at 4% or $29,325 at 6%. |
| 2018 | 1 | 21 | $1,050,053 | $121,450 | $5,783iApproximate average salary by contribution assumption: employee only about $144,583 at 4% or $96,389 at 6%; with 50% employer match about $96,389 at 4% or $64,259 at 6%; with 100% employer match about $72,292 at 4% or $48,194 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 21 | $1,050,053 | $121,450 | $5,783iApproximate average salary by contribution assumption: employee only about $144,583 at 4% or $96,389 at 6%; with 50% employer match about $96,389 at 4% or $64,259 at 6%; with 100% employer match about $72,292 at 4% or $48,194 at 6%. |
| 2017 | 1 | 16 | $1,144,076 | $181,061 | $11,316iApproximate average salary by contribution assumption: employee only about $282,908 at 4% or $188,605 at 6%; with 50% employer match about $188,605 at 4% or $125,737 at 6%; with 100% employer match about $141,454 at 4% or $94,303 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 16 | $1,144,076 | $181,061 | $11,316iApproximate average salary by contribution assumption: employee only about $282,908 at 4% or $188,605 at 6%; with 50% employer match about $188,605 at 4% or $125,737 at 6%; with 100% employer match about $141,454 at 4% or $94,303 at 6%. |
| 2016 | 1 | 16 | $996,170 | $144,527 | $9,033iApproximate average salary by contribution assumption: employee only about $225,823 at 4% or $150,549 at 6%; with 50% employer match about $150,549 at 4% or $100,366 at 6%; with 100% employer match about $112,912 at 4% or $75,274 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 16 | $996,170 | $144,527 | $9,033iApproximate average salary by contribution assumption: employee only about $225,823 at 4% or $150,549 at 6%; with 50% employer match about $150,549 at 4% or $100,366 at 6%; with 100% employer match about $112,912 at 4% or $75,274 at 6%. |
| 2015 | 1 | 18 | $838,440 | $67,192 | $3,733iApproximate average salary by contribution assumption: employee only about $93,322 at 4% or $62,215 at 6%; with 50% employer match about $62,215 at 4% or $41,477 at 6%; with 100% employer match about $46,661 at 4% or $31,107 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 18 | $838,440 | $67,192 | $3,733iApproximate average salary by contribution assumption: employee only about $93,322 at 4% or $62,215 at 6%; with 50% employer match about $62,215 at 4% or $41,477 at 6%; with 100% employer match about $46,661 at 4% or $31,107 at 6%. |
| 2014 | 1 | 17 | $807,016 | $56,805 | $3,341iApproximate average salary by contribution assumption: employee only about $83,537 at 4% or $55,691 at 6%; with 50% employer match about $55,691 at 4% or $37,127 at 6%; with 100% employer match about $41,768 at 4% or $27,846 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 17 | $807,016 | $56,805 | $3,341iApproximate average salary by contribution assumption: employee only about $83,537 at 4% or $55,691 at 6%; with 50% employer match about $55,691 at 4% or $37,127 at 6%; with 100% employer match about $41,768 at 4% or $27,846 at 6%. |
| 2013 | 1 | 18 | $747,543 | $46,660 | $2,592iApproximate average salary by contribution assumption: employee only about $64,806 at 4% or $43,204 at 6%; with 50% employer match about $43,204 at 4% or $28,802 at 6%; with 100% employer match about $32,403 at 4% or $21,602 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 18 | $747,543 | $46,660 | $2,592iApproximate average salary by contribution assumption: employee only about $64,806 at 4% or $43,204 at 6%; with 50% employer match about $43,204 at 4% or $28,802 at 6%; with 100% employer match about $32,403 at 4% or $21,602 at 6%. |
| 2012 | 1 | 16 | $618,918 | $56,694 | $3,543iApproximate average salary by contribution assumption: employee only about $88,584 at 4% or $59,056 at 6%; with 50% employer match about $59,056 at 4% or $39,371 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 16 | $618,918 | $56,694 | $3,543iApproximate average salary by contribution assumption: employee only about $88,584 at 4% or $59,056 at 6%; with 50% employer match about $59,056 at 4% or $39,371 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%. |
| 2011 | 1 | 17 | $498,923 | $41,584 | $2,446iApproximate average salary by contribution assumption: employee only about $61,153 at 4% or $40,769 at 6%; with 50% employer match about $40,769 at 4% or $27,179 at 6%; with 100% employer match about $30,576 at 4% or $20,384 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 17 | $498,923 | $41,584 | $2,446iApproximate average salary by contribution assumption: employee only about $61,153 at 4% or $40,769 at 6%; with 50% employer match about $40,769 at 4% or $27,179 at 6%; with 100% employer match about $30,576 at 4% or $20,384 at 6%. |
| 2010 | 1 | 12 | $477,993 | $25,487 | $2,124iApproximate average salary by contribution assumption: employee only about $53,098 at 4% or $35,399 at 6%; with 50% employer match about $35,399 at 4% or $23,599 at 6%; with 100% employer match about $26,549 at 4% or $17,699 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 12 | $477,993 | $25,487 | $2,124iApproximate average salary by contribution assumption: employee only about $53,098 at 4% or $35,399 at 6%; with 50% employer match about $35,399 at 4% or $23,599 at 6%; with 100% employer match about $26,549 at 4% or $17,699 at 6%. |
| 2009 | 1 | 14 | $593,195 | $21,152 | $1,511iApproximate average salary by contribution assumption: employee only about $37,771 at 4% or $25,181 at 6%; with 50% employer match about $25,181 at 4% or $16,787 at 6%; with 100% employer match about $18,886 at 4% or $12,590 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 14 | $593,195 | $21,152 | $1,511iApproximate average salary by contribution assumption: employee only about $37,771 at 4% or $25,181 at 6%; with 50% employer match about $25,181 at 4% or $16,787 at 6%; with 100% employer match about $18,886 at 4% or $12,590 at 6%. |
| 2008 | 1 | 34 | $499,566 | $43,917 | $1,292iApproximate average salary by contribution assumption: employee only about $32,292 at 4% or $21,528 at 6%; with 50% employer match about $21,528 at 4% or $14,352 at 6%; with 100% employer match about $16,146 at 4% or $10,764 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 34 | $499,566 | $43,917 | $1,292iApproximate average salary by contribution assumption: employee only about $32,292 at 4% or $21,528 at 6%; with 50% employer match about $21,528 at 4% or $14,352 at 6%; with 100% employer match about $16,146 at 4% or $10,764 at 6%. |
| 2007 | 1 | 23 | $635,052 | $60,190 | $2,617iApproximate average salary by contribution assumption: employee only about $65,424 at 4% or $43,616 at 6%; with 50% employer match about $43,616 at 4% or $29,077 at 6%; with 100% employer match about $32,712 at 4% or $21,808 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 23 | $635,052 | $60,190 | $2,617iApproximate average salary by contribution assumption: employee only about $65,424 at 4% or $43,616 at 6%; with 50% employer match about $43,616 at 4% or $29,077 at 6%; with 100% employer match about $32,712 at 4% or $21,808 at 6%. |
| 2006 | 1 | 31 | $593,239 | $193,674 | $6,248iApproximate average salary by contribution assumption: employee only about $156,189 at 4% or $104,126 at 6%; with 50% employer match about $104,126 at 4% or $69,417 at 6%; with 100% employer match about $78,094 at 4% or $52,063 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 31 | $593,239 | $193,674 | $6,248iApproximate average salary by contribution assumption: employee only about $156,189 at 4% or $104,126 at 6%; with 50% employer match about $104,126 at 4% or $69,417 at 6%; with 100% employer match about $78,094 at 4% or $52,063 at 6%. |
| 2005 | 1 | 25 | $373,129 | $181,064 | $7,243iApproximate average salary by contribution assumption: employee only about $181,064 at 4% or $120,709 at 6%; with 50% employer match about $120,709 at 4% or $80,473 at 6%; with 100% employer match about $90,532 at 4% or $60,355 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 25 | $373,129 | $181,064 | $7,243iApproximate average salary by contribution assumption: employee only about $181,064 at 4% or $120,709 at 6%; with 50% employer match about $120,709 at 4% or $80,473 at 6%; with 100% employer match about $90,532 at 4% or $60,355 at 6%. |
| 2004 | 1 | 19 | $204,355 | $104,458 | $5,498iApproximate average salary by contribution assumption: employee only about $137,445 at 4% or $91,630 at 6%; with 50% employer match about $91,630 at 4% or $61,087 at 6%; with 100% employer match about $68,722 at 4% or $45,815 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 19 | $204,355 | $104,458 | $5,498iApproximate average salary by contribution assumption: employee only about $137,445 at 4% or $91,630 at 6%; with 50% employer match about $91,630 at 4% or $61,087 at 6%; with 100% employer match about $68,722 at 4% or $45,815 at 6%. |
| 2003 | 1 | 19 | $103,373 | $42,057 | $2,214iApproximate average salary by contribution assumption: employee only about $55,338 at 4% or $36,892 at 6%; with 50% employer match about $36,892 at 4% or $24,595 at 6%; with 100% employer match about $27,669 at 4% or $18,446 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 19 | $103,373 | $42,057 | $2,214iApproximate average salary by contribution assumption: employee only about $55,338 at 4% or $36,892 at 6%; with 50% employer match about $36,892 at 4% or $24,595 at 6%; with 100% employer match about $27,669 at 4% or $18,446 at 6%. |
| 2002 | 1 | 20 | $46,787 | $26,485 | $1,324iApproximate average salary by contribution assumption: employee only about $33,106 at 4% or $22,071 at 6%; with 50% employer match about $22,071 at 4% or $14,714 at 6%; with 100% employer match about $16,553 at 4% or $11,035 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | - | 20 | $46,787 | $26,485 | $1,324iApproximate average salary by contribution assumption: employee only about $33,106 at 4% or $22,071 at 6%; with 50% employer match about $22,071 at 4% or $14,714 at 6%; with 100% employer match about $16,553 at 4% or $11,035 at 6%. |
| 2001 | 1 | 22 | $58,913 | $36,023 | $1,637iApproximate average salary by contribution assumption: employee only about $40,935 at 4% or $27,290 at 6%; with 50% employer match about $27,290 at 4% or $18,193 at 6%; with 100% employer match about $20,468 at 4% or $13,645 at 6%. |
| Flexform Technologies LLC 401(K) Profit Sharing Plan | Current | 22 | $58,913 | $36,023 | $1,637iApproximate average salary by contribution assumption: employee only about $40,935 at 4% or $27,290 at 6%; with 50% employer match about $27,290 at 4% or $18,193 at 6%; with 100% employer match about $20,468 at 4% or $13,645 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037044643273
- Form Id
- 26420378
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373044643020002
- Ins Broker 01 Name
- MUTUAL SERVICE CORPORATION
- Ins Broker 01 Street Addr
- 3140 WINDSOR COURT
- Ins Broker 01 City
- ELKHART
- Ins Broker 01 State
- IN
- Ins Broker 01 ZIP Code
- 46514
- Ins Broker Comm Pd 01 Amount
- $744
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037044643273
- Form Id
- 26420378
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373044643020002
- Ins Broker 01 Name
- COMPASS FINANCIAL
- Ins Broker 01 Street Addr
- 3140 WINDSOR COURT
- Ins Broker 01 City
- ELKHART
- Ins Broker 01 State
- IN
- Ins Broker 01 ZIP Code
- 46514
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $122
- Ins Broker Fees Pd 01 Text
- TPA FORUM COMPENSATION
- Ins Broker 01 Code
- 5
- Row 3
- Ins Carrier Name: MANUFACTURERS LIFE INSURANCE COMPANY (USA)
- Filing Id
- 84037044643273
- Form Id
- 26420378
- Schedule A EIN
- 88-0486812
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2001-01-01
- Schedule A Tax Period
- 20011231
- Ins Carrier Name
- MANUFACTURERS LIFE INSURANCE COMPANY (USA)
- Ins Carrier EIN
- 01-0233346
- Ins Carrier Naic Code
- 65838
- Ins Contract Num
- 74983
- Ins Prsn Covered End of year Count
- 16
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2001-12-31
- Ins Broker Comm Total Amount
- $744
- Ins Broker Fees Total Amount
- $122
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $58,913
- 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
- 84037044643273
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MANULIFE BALANCED
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,912
- Row 2
- Filing Id
- 84037044643273
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373044643020003
- Row 3
- Filing Id
- 84037044643273
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC AMERICAN CENTURY INC AND GROWTH
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,523
- Row 4
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC MUNDER NETNET
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,689
- Row 5
- Filing Id
- 84037044643273
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC WEITZ PARTNERS VALUE
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $11,706
- Row 6
- Filing Id
- 84037044643273
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC MORGAN STANLEY EQUITY GROWTH
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,110
- Row 7
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC EXCELSIOR VALUE AND RESTRUCT
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,487
- Row 8
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC JANUS ADVISER WORLDWIDE
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,324
- Row 9
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC JANUS TWENTY
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,132
- Row 10
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC JANUS ENTERPRISE
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $571
- Row 11
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC FRANKLIN SMALL-MID GROWTH
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,280
- Row 12
- Filing Id
- 84037044643273
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 1020373044643020003
- DFE P1 Entity 01 Name
- MFC T. ROWE PRICE SCIENCE AND TECH
- DFE P1 Spons 01 Name
- MANUFACTURERS LIFE INSURANCE CO USA
- DFE P1 Plan 01 EIN Plan number
- 010233346000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $9,738
- Row 13
- Filing Id
- 84037044643273
- Schedule D EIN
- 88-0486812
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2001-01-01
- Schedule D Tax Period
- 20011231
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$58,913$28,250 change
Balance Sheet
Beginning and end of plan year.
Total assets$30,663$58,913Increase +$28,250 (92.13%)
Total liabilities$0$0No change $0
Net assets$30,663$58,913Increase +$28,250 (92.13%)
Contributions
Employer contributions$36,023
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$29,526
Total expenses$1,276
Net income$28,250
Source fields
- Schedule I source fields
- Filing Id
- 84037044643273
- Schedule I EIN
- 88-0486812
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $30,663
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $30,663
- Small plan total assets at end of year
- $58,913
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $58,913
- Small plan employer contributions
- $36,023
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-6,497
- Small plan total income
- $29,526
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $1,276
- Small plan total expenses
- $1,276
- Small plan net income or loss
- $28,250
- 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