Civic Intelligence
Filing

Hacker Engineering Inc 401K Profit Sharing Plan & Trust

Hacker Engineering • EIN 91-1985942 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

31 → 29

-2 • -6.45%

Assets

Up

$92,877 → $142,266

$49,389 • 53.18%

Investment Management Fee

-

Admin expenses - • Total expenses $22,727

Filing Details

Context
Net investment result
$49,389
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
2009119$215,469$11,766$619iApproximate average salary by contribution assumption: employee only about $15,482 at 4% or $10,321 at 6%; with 50% employer match about $10,321 at 4% or $6,881 at 6%; with 100% employer match about $7,741 at 4% or $5,161 at 6%.
Hacker Engineering Inc 401K Profit Sharing Plan & Trust-19$215,469$11,766$619iApproximate average salary by contribution assumption: employee only about $15,482 at 4% or $10,321 at 6%; with 50% employer match about $10,321 at 4% or $6,881 at 6%; with 100% employer match about $7,741 at 4% or $5,161 at 6%.
2008125$180,971$87,944$3,518iApproximate average salary by contribution assumption: employee only about $87,944 at 4% or $58,629 at 6%; with 50% employer match about $58,629 at 4% or $39,086 at 6%; with 100% employer match about $43,972 at 4% or $29,315 at 6%.
Hacker Engineering Inc 401K Profit Sharing Plan & Trust-25$180,971$87,944$3,518iApproximate average salary by contribution assumption: employee only about $87,944 at 4% or $58,629 at 6%; with 50% employer match about $58,629 at 4% or $39,086 at 6%; with 100% employer match about $43,972 at 4% or $29,315 at 6%.
2007129$142,266$66,111$2,280iApproximate average salary by contribution assumption: employee only about $56,992 at 4% or $37,995 at 6%; with 50% employer match about $37,995 at 4% or $25,330 at 6%; with 100% employer match about $28,496 at 4% or $18,997 at 6%.
Hacker Engineering Inc 401K Profit Sharing Plan & TrustCurrent29$142,266$66,111$2,280iApproximate average salary by contribution assumption: employee only about $56,992 at 4% or $37,995 at 6%; with 50% employer match about $37,995 at 4% or $25,330 at 6%; with 100% employer match about $28,496 at 4% or $18,997 at 6%.
2006134$92,877$49,737$1,463iApproximate average salary by contribution assumption: employee only about $36,571 at 4% or $24,381 at 6%; with 50% employer match about $24,381 at 4% or $16,254 at 6%; with 100% employer match about $18,286 at 4% or $12,190 at 6%.
Hacker Engineering Inc 401K Profit Sharing Plan & Trust-34$92,877$49,737$1,463iApproximate average salary by contribution assumption: employee only about $36,571 at 4% or $24,381 at 6%; with 50% employer match about $24,381 at 4% or $16,254 at 6%; with 100% employer match about $18,286 at 4% or $12,190 at 6%.
2005129$36,698$35,393$1,220iApproximate average salary by contribution assumption: employee only about $30,511 at 4% or $20,341 at 6%; with 50% employer match about $20,341 at 4% or $13,561 at 6%; with 100% employer match about $15,256 at 4% or $10,170 at 6%.
Hacker Engineering Inc 401K Profit Sharing Plan & Trust-29$36,698$35,393$1,220iApproximate average salary by contribution assumption: employee only about $30,511 at 4% or $20,341 at 6%; with 50% employer match about $20,341 at 4% or $13,561 at 6%; with 100% employer match about $15,256 at 4% or $10,170 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037191031038
Form Id
87561349
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378191031030002
Ins Broker 01 Name
ASSOCIATED SECURITIES CORPORATION
Ins Broker Comm Pd 01 Amount
$2,037
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
BROKER FEES
Ins Broker 01 Code
3
Row 2
Filing Id
84037191031038
Form Id
87561349
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378191031030002
Ins Broker 01 Name
LINDSEY PENSION CORPORATION
Ins Broker 01 Street Addr
1980 ORANGE TREE LANE, SUITE 107
Ins Broker 01 City
REDLANDS
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
92374
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$350
Ins Broker Fees Pd 01 Text
TPA FEES
Ins Broker 01 Code
5
Row 3
Ins Carrier Name: JOHN HANCOCK USA
Filing Id
84037191031038
Form Id
87561349
Schedule A EIN
91-1985942
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
JOHN HANCOCK USA
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
59207
Ins Prsn Covered End of year Count
27
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$2,037
Ins Broker Fees Total Amount
$350
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$142,267
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension Type Alloc Cntrct Indicator
No
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
84037191031038
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378191031030003
Row 2
Filing Id
84037191031038
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH BLACKROCK LARGE VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,264
Row 3
Filing Id
84037191031038
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH DAVIS FINANCIAL
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$73
Row 4
Filing Id
84037191031038
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SCI & TECH
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,640
Row 5
Filing Id
84037191031038
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH UBS GLOBAL ALLOCATION
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,654
Row 6
Filing Id
84037191031038
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
TOTAL STOCK MARKET INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK USA
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 7
Filing Id
84037191031038
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH FIDELITY ADVISOR DIV GRWTH
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$299
Row 8
Filing Id
84037191031038
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH FRANKLIN SMALL-MID GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,654
Row 9
Filing Id
84037191031038
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH JENNISON GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,375
Row 10
Filing Id
84037191031038
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH JOHN HANCOCK U.S. GBL LEAD
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,961
Row 11
Filing Id
84037191031038
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH LIFESTYLE BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,822
Row 12
Filing Id
84037191031038
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH LIFESTYLE CONSERVATIVE
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$791
Row 13
Filing Id
84037191031038
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH LIFESTYLE GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,274
Row 14
Filing Id
84037191031038
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
7010378191031030003
DFE P1 Entity 01 Name
JH LIFESTYLE MODERATE
DFE P1 Spons 01 Name
JOHN HANCOCK USA
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$15,630
Row 15
Filing Id
84037191031038
Schedule D EIN
91-1985942
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$142,266$49,389 change

Balance Sheet

Beginning and end of plan year.

Total assets$92,877$142,266Increase +$49,389 (53.18%)
Total liabilities$0$0No change $0
Net assets$92,877$142,266Increase +$49,389 (53.18%)

Contributions

Employer contributions$0
Participant contributions$62,018
Other contributions$4,093

Income & Expenses

Total income$72,116
Total expenses$22,727
Net income$49,389
Source fields
Schedule I source fields
Filing Id
84037191031038
Schedule I EIN
91-1985942
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
$92,877
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$92,877
Small plan total assets at end of year
$142,266
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$142,266
Small plan employer contributions
$0
Small plan participant contributions
$62,018
Small Oth Contribution Rcvd Amount
$4,093
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$6,005
Small plan total income
$72,116
Small plan total benefit distributions
$17,625
Small Corrective Distribution Amount
$2,785
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2,317
Small plan total expenses
$22,727
Small plan net income or loss
$49,389
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
Yes
Small Mortg Participants End of year Amount
$15,321
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
$20,000
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
84037191031038
Schedule R EIN
91-1985942
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
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
Pension Satisfy Cover Basis Code
1