Civic Intelligence
Filing

Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan

BASIC RESOURCES, INC. & SUBSIDIARIES • EIN 94-2208599 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Up

579 → 622

43 • 7.43%

Assets

Up

$2,782,340 → $3,399,130

$616,790 • 22.17%

Investment Management Fee

0.00%

$0

Admin expenses $7,691 • Total expenses $281,439

Filing Details

Context
Net investment result
$616,790
Pension payor EIN
01-0233346

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
LAUGERO, BROWNING & COMPANY CPAEIN 20-5953756Accountant--Douglas A. Laugero, CPA VIPP-SPL

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242534$61,721,658$14,175,233$26,545iApproximate average salary by contribution assumption: employee only about $663,635 at 4% or $442,423 at 6%; with 50% employer match about $442,423 at 4% or $294,949 at 6%; with 100% employer match about $331,817 at 4% or $221,212 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-533$60,053,093$5,883,748$11,039iApproximate average salary by contribution assumption: employee only about $275,973 at 4% or $183,982 at 6%; with 50% employer match about $183,982 at 4% or $122,655 at 6%; with 100% employer match about $137,987 at 4% or $91,991 at 6%.
Western Regional Employee Benefit Trust-534$1,668,565$8,291,485$15,527iApproximate average salary by contribution assumption: employee only about $388,178 at 4% or $258,785 at 6%; with 50% employer match about $258,785 at 4% or $172,524 at 6%; with 100% employer match about $194,089 at 4% or $129,393 at 6%.
20232524$55,715,672$12,767,744$24,366iApproximate average salary by contribution assumption: employee only about $609,148 at 4% or $406,099 at 6%; with 50% employer match about $406,099 at 4% or $270,732 at 6%; with 100% employer match about $304,574 at 4% or $203,049 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-524$53,699,752$5,391,139$10,288iApproximate average salary by contribution assumption: employee only about $257,211 at 4% or $171,474 at 6%; with 50% employer match about $171,474 at 4% or $114,316 at 6%; with 100% employer match about $128,605 at 4% or $85,737 at 6%.
Western Regional Employee Benefit Trust-516$2,015,920$7,376,605$14,296iApproximate average salary by contribution assumption: employee only about $357,394 at 4% or $238,262 at 6%; with 50% employer match about $238,262 at 4% or $158,842 at 6%; with 100% employer match about $178,697 at 4% or $119,131 at 6%.
20222548$46,811,717$11,771,984$21,482iApproximate average salary by contribution assumption: employee only about $537,043 at 4% or $358,029 at 6%; with 50% employer match about $358,029 at 4% or $238,686 at 6%; with 100% employer match about $268,522 at 4% or $179,014 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-548$45,030,238$4,368,167$7,971iApproximate average salary by contribution assumption: employee only about $199,278 at 4% or $132,852 at 6%; with 50% employer match about $132,852 at 4% or $88,568 at 6%; with 100% employer match about $99,639 at 4% or $66,426 at 6%.
Western Regional Employee Benefit Trust-457$1,781,479$7,403,817$16,201iApproximate average salary by contribution assumption: employee only about $405,023 at 4% or $270,015 at 6%; with 50% employer match about $270,015 at 4% or $180,010 at 6%; with 100% employer match about $202,511 at 4% or $135,008 at 6%.
20212535$52,366,184$11,158,086$20,856iApproximate average salary by contribution assumption: employee only about $521,406 at 4% or $347,604 at 6%; with 50% employer match about $347,604 at 4% or $231,736 at 6%; with 100% employer match about $260,703 at 4% or $173,802 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-535$50,879,859$4,642,026$8,677iApproximate average salary by contribution assumption: employee only about $216,917 at 4% or $144,611 at 6%; with 50% employer match about $144,611 at 4% or $96,408 at 6%; with 100% employer match about $108,459 at 4% or $72,306 at 6%.
Western Regional Employee Benefit Trust-462$1,486,325$6,516,060$14,104iApproximate average salary by contribution assumption: employee only about $352,601 at 4% or $235,067 at 6%; with 50% employer match about $235,067 at 4% or $156,711 at 6%; with 100% employer match about $176,300 at 4% or $117,534 at 6%.
20202524$45,766,848$10,200,944$19,467iApproximate average salary by contribution assumption: employee only about $486,686 at 4% or $324,458 at 6%; with 50% employer match about $324,458 at 4% or $216,305 at 6%; with 100% employer match about $243,343 at 4% or $162,229 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-524$44,241,497$4,350,028$8,302iApproximate average salary by contribution assumption: employee only about $207,540 at 4% or $138,360 at 6%; with 50% employer match about $138,360 at 4% or $92,240 at 6%; with 100% employer match about $103,770 at 4% or $69,180 at 6%.
Western Regional Employee Benefit Trust-453$1,525,351$5,850,916$12,916iApproximate average salary by contribution assumption: employee only about $322,898 at 4% or $215,265 at 6%; with 50% employer match about $215,265 at 4% or $143,510 at 6%; with 100% employer match about $161,449 at 4% or $107,633 at 6%.
20192532$40,756,913$9,031,313$16,976iApproximate average salary by contribution assumption: employee only about $424,404 at 4% or $282,936 at 6%; with 50% employer match about $282,936 at 4% or $188,624 at 6%; with 100% employer match about $212,202 at 4% or $141,468 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-532$39,202,408$3,858,333$7,253iApproximate average salary by contribution assumption: employee only about $181,313 at 4% or $120,875 at 6%; with 50% employer match about $120,875 at 4% or $80,583 at 6%; with 100% employer match about $90,656 at 4% or $60,438 at 6%.
Western Regional Employee Benefit Trust-425$1,554,505$5,172,980$12,172iApproximate average salary by contribution assumption: employee only about $304,293 at 4% or $202,862 at 6%; with 50% employer match about $202,862 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%.
20182454$32,946,762$3,067,475$6,757iApproximate average salary by contribution assumption: employee only about $168,914 at 4% or $112,609 at 6%; with 50% employer match about $112,609 at 4% or $75,073 at 6%; with 100% employer match about $84,457 at 4% or $56,305 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-454$32,946,762$3,067,475$6,757iApproximate average salary by contribution assumption: employee only about $168,914 at 4% or $112,609 at 6%; with 50% employer match about $112,609 at 4% or $75,073 at 6%; with 100% employer match about $84,457 at 4% or $56,305 at 6%.
Western Regional Employee Benefit Trust-388---
20173769$36,799,893$6,767,754$8,801iApproximate average salary by contribution assumption: employee only about $220,018 at 4% or $146,679 at 6%; with 50% employer match about $146,679 at 4% or $97,786 at 6%; with 100% employer match about $110,009 at 4% or $73,339 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-769$35,756,672$2,549,796$3,316iApproximate average salary by contribution assumption: employee only about $82,893 at 4% or $55,262 at 6%; with 50% employer match about $55,262 at 4% or $36,841 at 6%; with 100% employer match about $41,447 at 4% or $27,631 at 6%.
Western Regional Employee Benefit Trust-355$1,043,221$4,217,958$11,882iApproximate average salary by contribution assumption: employee only about $297,039 at 4% or $198,026 at 6%; with 50% employer match about $198,026 at 4% or $132,017 at 6%; with 100% employer match about $148,520 at 4% or $99,013 at 6%.
Western Regional Employee Benefit Trust-355---
20163527$32,548,344$6,553,201$12,435iApproximate average salary by contribution assumption: employee only about $310,873 at 4% or $207,249 at 6%; with 50% employer match about $207,249 at 4% or $138,166 at 6%; with 100% employer match about $155,436 at 4% or $103,624 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-527$31,459,198$2,409,077$4,571iApproximate average salary by contribution assumption: employee only about $114,283 at 4% or $76,188 at 6%; with 50% employer match about $76,188 at 4% or $50,792 at 6%; with 100% employer match about $57,141 at 4% or $38,094 at 6%.
Western Regional Employee Benefit Trust-326$1,089,146$4,144,124$12,712iApproximate average salary by contribution assumption: employee only about $317,801 at 4% or $211,867 at 6%; with 50% employer match about $211,867 at 4% or $141,245 at 6%; with 100% employer match about $158,900 at 4% or $105,934 at 6%.
Western Regional Employee Benefit Trust-326---
20152498$31,410,051$2,098,174$4,213iApproximate average salary by contribution assumption: employee only about $105,330 at 4% or $70,220 at 6%; with 50% employer match about $70,220 at 4% or $46,813 at 6%; with 100% employer match about $52,665 at 4% or $35,110 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-498$31,410,051$2,098,174$4,213iApproximate average salary by contribution assumption: employee only about $105,330 at 4% or $70,220 at 6%; with 50% employer match about $70,220 at 4% or $46,813 at 6%; with 100% employer match about $52,665 at 4% or $35,110 at 6%.
Western Regional Employee Benefit Trust-314---
20143490$34,154,593$5,186,584$10,585iApproximate average salary by contribution assumption: employee only about $264,622 at 4% or $176,414 at 6%; with 50% employer match about $176,414 at 4% or $117,610 at 6%; with 100% employer match about $132,311 at 4% or $88,207 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-490$33,700,246$2,124,618$4,336iApproximate average salary by contribution assumption: employee only about $108,399 at 4% or $72,266 at 6%; with 50% employer match about $72,266 at 4% or $48,177 at 6%; with 100% employer match about $54,199 at 4% or $36,133 at 6%.
Western Regional Employee Benefit Trust-280$454,347$3,061,966$10,936iApproximate average salary by contribution assumption: employee only about $273,390 at 4% or $182,260 at 6%; with 50% employer match about $182,260 at 4% or $121,507 at 6%; with 100% employer match about $136,695 at 4% or $91,130 at 6%.
Western Regional Employee Benefit Trust-280---
20132505$34,824,601$5,664,234$11,216iApproximate average salary by contribution assumption: employee only about $280,408 at 4% or $186,938 at 6%; with 50% employer match about $186,938 at 4% or $124,626 at 6%; with 100% employer match about $140,204 at 4% or $93,469 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-505$34,070,186$2,214,748$4,386iApproximate average salary by contribution assumption: employee only about $109,641 at 4% or $73,094 at 6%; with 50% employer match about $73,094 at 4% or $48,729 at 6%; with 100% employer match about $54,820 at 4% or $36,547 at 6%.
Western Regional Employee Benefit Trust-384$754,415$3,449,486$8,983iApproximate average salary by contribution assumption: employee only about $224,576 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,812 at 6%; with 100% employer match about $112,288 at 4% or $74,859 at 6%.
20122492$31,364,699$5,180,144$10,529iApproximate average salary by contribution assumption: employee only about $263,219 at 4% or $175,479 at 6%; with 50% employer match about $175,479 at 4% or $116,986 at 6%; with 100% employer match about $131,609 at 4% or $87,740 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-492$30,460,585$2,050,796$4,168iApproximate average salary by contribution assumption: employee only about $104,207 at 4% or $69,471 at 6%; with 50% employer match about $69,471 at 4% or $46,314 at 6%; with 100% employer match about $52,104 at 4% or $34,736 at 6%.
Western Regional Employee Benefit Trust-430$904,114$3,129,348$7,278iApproximate average salary by contribution assumption: employee only about $181,939 at 4% or $121,293 at 6%; with 50% employer match about $121,293 at 4% or $80,862 at 6%; with 100% employer match about $90,969 at 4% or $60,646 at 6%.
20113503$57,714,193$8,385,300$16,671iApproximate average salary by contribution assumption: employee only about $416,764 at 4% or $277,843 at 6%; with 50% employer match about $277,843 at 4% or $185,229 at 6%; with 100% employer match about $208,382 at 4% or $138,921 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-503$28,222,189$2,528,962$5,028iApproximate average salary by contribution assumption: employee only about $125,694 at 4% or $83,796 at 6%; with 50% employer match about $83,796 at 4% or $55,864 at 6%; with 100% employer match about $62,847 at 4% or $41,898 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-503$28,222,189$2,528,962$5,028iApproximate average salary by contribution assumption: employee only about $125,694 at 4% or $83,796 at 6%; with 50% employer match about $83,796 at 4% or $55,864 at 6%; with 100% employer match about $62,847 at 4% or $41,898 at 6%.
Western Regional Employee Benefit Trust-405$1,269,815$3,327,376$8,216iApproximate average salary by contribution assumption: employee only about $205,394 at 4% or $136,929 at 6%; with 50% employer match about $136,929 at 4% or $91,286 at 6%; with 100% employer match about $102,697 at 4% or $68,465 at 6%.
20103589$30,276,294$4,819,002$8,182iApproximate average salary by contribution assumption: employee only about $204,542 at 4% or $136,361 at 6%; with 50% employer match about $136,361 at 4% or $90,907 at 6%; with 100% employer match about $102,271 at 4% or $68,181 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-589$28,290,569$1,148,329$1,950iApproximate average salary by contribution assumption: employee only about $48,741 at 4% or $32,494 at 6%; with 50% employer match about $32,494 at 4% or $21,662 at 6%; with 100% employer match about $24,370 at 4% or $16,247 at 6%.
Western Regional Employee Benefit Trust-428$1,985,725$3,034,626$7,090iApproximate average salary by contribution assumption: employee only about $177,256 at 4% or $118,171 at 6%; with 50% employer match about $118,171 at 4% or $78,781 at 6%; with 100% employer match about $88,628 at 4% or $59,085 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-0-$636,047-
20094621$28,229,667$7,870,057$12,673iApproximate average salary by contribution assumption: employee only about $316,830 at 4% or $211,220 at 6%; with 50% employer match about $211,220 at 4% or $140,813 at 6%; with 100% employer match about $158,415 at 4% or $105,610 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-508$19,317,668$1,278,873$2,517iApproximate average salary by contribution assumption: employee only about $62,937 at 4% or $41,958 at 6%; with 50% employer match about $41,958 at 4% or $27,972 at 6%; with 100% employer match about $31,468 at 4% or $20,979 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-621$5,907,550$1,226,143$1,974iApproximate average salary by contribution assumption: employee only about $49,362 at 4% or $32,908 at 6%; with 50% employer match about $32,908 at 4% or $21,939 at 6%; with 100% employer match about $24,681 at 4% or $16,454 at 6%.
Western Regional Employee Benefit Trust-428$2,353,529$4,693,181$10,965iApproximate average salary by contribution assumption: employee only about $274,134 at 4% or $182,756 at 6%; with 50% employer match about $182,756 at 4% or $121,838 at 6%; with 100% employer match about $137,067 at 4% or $91,378 at 6%.
Western Regional Employee Benefit Trust--$650,920$671,860-
20082581$20,605,047$3,105,059$5,344iApproximate average salary by contribution assumption: employee only about $133,608 at 4% or $89,072 at 6%; with 50% employer match about $89,072 at 4% or $59,382 at 6%; with 100% employer match about $66,804 at 4% or $44,536 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-473$16,700,867$1,652,292$3,493iApproximate average salary by contribution assumption: employee only about $87,330 at 4% or $58,220 at 6%; with 50% employer match about $58,220 at 4% or $38,814 at 6%; with 100% employer match about $43,665 at 4% or $29,110 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-581$3,904,180$1,452,767$2,500iApproximate average salary by contribution assumption: employee only about $62,511 at 4% or $41,674 at 6%; with 50% employer match about $41,674 at 4% or $27,783 at 6%; with 100% employer match about $31,256 at 4% or $20,837 at 6%.
20072485$28,219,710$2,975,960$6,136iApproximate average salary by contribution assumption: employee only about $153,400 at 4% or $102,267 at 6%; with 50% employer match about $102,267 at 4% or $68,178 at 6%; with 100% employer match about $76,700 at 4% or $51,133 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-390$23,471,156$1,558,205$3,995iApproximate average salary by contribution assumption: employee only about $99,885 at 4% or $66,590 at 6%; with 50% employer match about $66,590 at 4% or $44,393 at 6%; with 100% employer match about $49,942 at 4% or $33,295 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-485$4,748,554$1,417,755$2,923iApproximate average salary by contribution assumption: employee only about $73,080 at 4% or $48,720 at 6%; with 50% employer match about $48,720 at 4% or $32,480 at 6%; with 100% employer match about $36,540 at 4% or $24,360 at 6%.
20062622$26,404,472$2,361,695$3,797iApproximate average salary by contribution assumption: employee only about $94,923 at 4% or $63,282 at 6%; with 50% employer match about $63,282 at 4% or $42,188 at 6%; with 100% employer match about $47,462 at 4% or $31,641 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-292$23,005,342$1,846,726$6,324iApproximate average salary by contribution assumption: employee only about $158,110 at 4% or $105,407 at 6%; with 50% employer match about $105,407 at 4% or $70,271 at 6%; with 100% employer match about $79,055 at 4% or $52,703 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing PlanCurrent622$3,399,130$514,969$828iApproximate average salary by contribution assumption: employee only about $20,698 at 4% or $13,799 at 6%; with 50% employer match about $13,799 at 4% or $9,199 at 6%; with 100% employer match about $10,349 at 4% or $6,899 at 6%.
20052579$22,057,058$2,113,456$3,650iApproximate average salary by contribution assumption: employee only about $91,255 at 4% or $60,836 at 6%; with 50% employer match about $60,836 at 4% or $40,558 at 6%; with 100% employer match about $45,627 at 4% or $30,418 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-254$19,274,718$1,598,637$6,294iApproximate average salary by contribution assumption: employee only about $157,346 at 4% or $104,897 at 6%; with 50% employer match about $104,897 at 4% or $69,932 at 6%; with 100% employer match about $78,673 at 4% or $52,449 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-579$2,782,340$514,819$889iApproximate average salary by contribution assumption: employee only about $22,229 at 4% or $14,819 at 6%; with 50% employer match about $14,819 at 4% or $9,879 at 6%; with 100% employer match about $11,114 at 4% or $7,410 at 6%.
20042510$20,261,296$2,101,102$4,120iApproximate average salary by contribution assumption: employee only about $102,995 at 4% or $68,663 at 6%; with 50% employer match about $68,663 at 4% or $45,776 at 6%; with 100% employer match about $51,498 at 4% or $34,332 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-279$17,901,423$1,622,639$5,816iApproximate average salary by contribution assumption: employee only about $145,398 at 4% or $96,932 at 6%; with 50% employer match about $96,932 at 4% or $64,621 at 6%; with 100% employer match about $72,699 at 4% or $48,466 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-510$2,359,873$478,463$938iApproximate average salary by contribution assumption: employee only about $23,454 at 4% or $15,636 at 6%; with 50% employer match about $15,636 at 4% or $10,424 at 6%; with 100% employer match about $11,727 at 4% or $7,818 at 6%.
20032487$17,902,720$1,958,270$4,021iApproximate average salary by contribution assumption: employee only about $100,527 at 4% or $67,018 at 6%; with 50% employer match about $67,018 at 4% or $44,679 at 6%; with 100% employer match about $50,264 at 4% or $33,509 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-286$16,193,116$1,542,133$5,392iApproximate average salary by contribution assumption: employee only about $134,802 at 4% or $89,868 at 6%; with 50% employer match about $89,868 at 4% or $59,912 at 6%; with 100% employer match about $67,401 at 4% or $44,934 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-487$1,709,604$416,137$854iApproximate average salary by contribution assumption: employee only about $21,362 at 4% or $14,242 at 6%; with 50% employer match about $14,242 at 4% or $9,494 at 6%; with 100% employer match about $10,681 at 4% or $7,121 at 6%.
20022528$13,298,247$1,941,843$3,678iApproximate average salary by contribution assumption: employee only about $91,943 at 4% or $61,296 at 6%; with 50% employer match about $61,296 at 4% or $40,864 at 6%; with 100% employer match about $45,972 at 4% or $30,648 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-329$12,196,696$1,495,340$4,545iApproximate average salary by contribution assumption: employee only about $113,628 at 4% or $75,752 at 6%; with 50% employer match about $75,752 at 4% or $50,501 at 6%; with 100% employer match about $56,814 at 4% or $37,876 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-528$1,101,551$446,503$846iApproximate average salary by contribution assumption: employee only about $21,141 at 4% or $14,094 at 6%; with 50% employer match about $14,094 at 4% or $9,396 at 6%; with 100% employer match about $10,571 at 4% or $7,047 at 6%.
20012543$14,818,592$1,756,766$3,235iApproximate average salary by contribution assumption: employee only about $80,882 at 4% or $53,922 at 6%; with 50% employer match about $53,922 at 4% or $35,948 at 6%; with 100% employer match about $40,441 at 4% or $26,961 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-297$13,949,841$1,329,569$4,477iApproximate average salary by contribution assumption: employee only about $111,917 at 4% or $74,611 at 6%; with 50% employer match about $74,611 at 4% or $49,741 at 6%; with 100% employer match about $55,958 at 4% or $37,306 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-543$868,751$427,197$787iApproximate average salary by contribution assumption: employee only about $19,668 at 4% or $13,112 at 6%; with 50% employer match about $13,112 at 4% or $8,741 at 6%; with 100% employer match about $9,834 at 4% or $6,556 at 6%.
20002528$14,440,380$1,259,942$2,386iApproximate average salary by contribution assumption: employee only about $59,656 at 4% or $39,771 at 6%; with 50% employer match about $39,771 at 4% or $26,514 at 6%; with 100% employer match about $29,828 at 4% or $19,885 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-269$14,440,380$1,259,942$4,684iApproximate average salary by contribution assumption: employee only about $117,095 at 4% or $78,063 at 6%; with 50% employer match about $78,063 at 4% or $52,042 at 6%; with 100% employer match about $58,547 at 4% or $39,032 at 6%.
Western Region Retirement Trust 401(K) and Regular Profit Sharing Plan-528---
19991241$15,859,681$569,733$2,364iApproximate average salary by contribution assumption: employee only about $59,101 at 4% or $39,401 at 6%; with 50% employer match about $39,401 at 4% or $26,267 at 6%; with 100% employer match about $29,550 at 4% or $19,700 at 6%.
Basic Resources Inc. & Subisidaries Money Purchase Pension Plan-241$15,859,681$569,733$2,364iApproximate average salary by contribution assumption: employee only about $59,101 at 4% or $39,401 at 6%; with 50% employer match about $39,401 at 4% or $26,267 at 6%; with 100% employer match about $29,550 at 4% or $19,700 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037310758317
Form Id
83471577
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377310758060002
Ins Broker 01 Name
THE OSBORNE ORGANIZATION
Ins Broker 01 Street Addr
2937 VENEMAN AVENUE SUITE A-205
Ins Broker 01 City
MODESTO
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
95356
Ins Broker Comm Pd 01 Amount
$68
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
5
Row 2
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY
Filing Id
84037310758317
Form Id
83471577
Schedule A EIN
94-2208599
Schedule A Plan Num
006
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
70048
Ins Prsn Covered End of year Count
200
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$68
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$25,463
Pension End of year Sep Account Amount
$3,373,667
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
$36,096
Pension Contribution Dep Amount
$1,926
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,171
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$3,097
Pension Total Bal Addn Amount
$39,193
Pension Bnfts Dsbrsd Amount
$13,662
Pension Admin Chrg Amount
$68
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$13,730
Pension End of year Bal Amount
$25,463
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
84037310758317
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LIFESTYLE CONSERVATIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$58,232
Row 2
Filing Id
84037310758317
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377310758060003
Row 3
Filing Id
84037310758317
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LIFESTYLE MODERATE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$83,240
Row 4
Filing Id
84037310758317
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH T. ROWE PRICE EQUITY INC
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,577
Row 5
Filing Id
84037310758317
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH DAVIS NEW YORK VENTURE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$87,781
Row 6
Filing Id
84037310758317
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH MUTUAL BEACON
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMAPNY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$123,972
Row 7
Filing Id
84037310758317
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH WEITZ PARTNERS VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$132,445
Row 8
Filing Id
84037310758317
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH FIDELITY ADVISOR DIV GRWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$82,809
Row 9
Filing Id
84037310758317
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH FRANKLIN BALANCE SHEET
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$76,469
Row 10
Filing Id
84037310758317
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH MUTUAL DISCOVERY
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$35,899
Row 11
Filing Id
84037310758317
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LORD ABBETT ALL VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,270
Row 12
Filing Id
84037310758317
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LORD ABBETT MID CAP VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$30,749
Row 13
Filing Id
84037310758317
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SML CAP VAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$189,801
Row 14
Filing Id
84037310758317
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LIFESTYLE BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$565,988
Row 15
Filing Id
84037310758317
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH DWS RREEF REAL ESTATE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,736
Row 16
Filing Id
84037310758317
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH MFS UTILITIES
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$66,260
Row 17
Filing Id
84037310758317
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH DOMINI SOCIAL EQUITY
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$23,015
Row 18
Filing Id
84037310758317
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH MERRILL LYNCH LARGE VALUE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$17,893
Row 19
Filing Id
84037310758317
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH T ROWE PRICE BLUE CHIP
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$87,822
Row 20
Filing Id
84037310758317
Page Id
2
Page Seq
3
Page Row Num
4
Row Num
25
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH EXCELSIOR VALUE & RESTRUCT
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$38,865
Row 21
Filing Id
84037310758317
Page Id
2
Page Seq
3
Page Row Num
5
Row Num
26
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH JOHN HANCOCK U.S. GBL LEAD
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,225
Row 22
Filing Id
84037310758317
Page Id
2
Page Seq
3
Page Row Num
6
Row Num
27
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH JENNISON GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$56,937
Row 23
Filing Id
84037310758317
Page Id
2
Page Seq
4
Page Row Num
1
Row Num
28
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH TEMPLETON WORLD
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,901
Row 24
Filing Id
84037310758317
Page Id
2
Page Seq
4
Page Row Num
2
Row Num
29
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH OPPENHEIMER GLOBAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$17,215
Row 25
Filing Id
84037310758317
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LIFESTYLE GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$309,555
Row 26
Filing Id
84037310758317
Page Id
2
Page Seq
4
Page Row Num
3
Row Num
30
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH TEMPLETON FOREIGN
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$25,862
Row 27
Filing Id
84037310758317
Page Id
2
Page Seq
4
Page Row Num
4
Row Num
31
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS EUROPACIFIC
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$45,110
Row 28
Filing Id
84037310758317
Page Id
2
Page Seq
4
Page Row Num
5
Row Num
32
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH TEMPLETON FOREIGN SMALL CO
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,922
Row 29
Filing Id
84037310758317
Page Id
2
Page Seq
4
Page Row Num
6
Row Num
33
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH AIM CONSTELLATION
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$41,723
Row 30
Filing Id
84037310758317
Page Id
2
Page Seq
5
Page Row Num
1
Row Num
34
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LEGG PARTNERS AGG GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,242
Row 31
Filing Id
84037310758317
Page Id
2
Page Seq
5
Page Row Num
2
Row Num
35
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LEGG MASON GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$33,251
Row 32
Filing Id
84037310758317
Page Id
2
Page Seq
5
Page Row Num
3
Row Num
36
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH DWS MID CAP GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$319
Row 33
Filing Id
84037310758317
Page Id
2
Page Seq
5
Page Row Num
4
Row Num
37
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH AMERICAN CENTURY VISTA
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$16,911
Row 34
Filing Id
84037310758317
Page Id
2
Page Seq
5
Page Row Num
5
Row Num
38
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH FRANKLIN SMALL-MID GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$18,361
Row 35
Filing Id
84037310758317
Page Id
2
Page Seq
5
Page Row Num
6
Row Num
39
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH AIM SMALL CAP GROWTH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$39,346
Row 36
Filing Id
84037310758317
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH LIFESTYLE AGGRESSIVE
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$255,755
Row 37
Filing Id
84037310758317
Page Id
2
Page Seq
6
Page Row Num
1
Row Num
40
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH T.ROWE PRICE HEALTH SCI
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$35,255
Row 38
Filing Id
84037310758317
Page Id
2
Page Seq
6
Page Row Num
2
Row Num
41
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH OPPENHEIMER DEVELOPING MKT
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$80,107
Row 39
Filing Id
84037310758317
Page Id
2
Page Seq
6
Page Row Num
3
Row Num
42
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SCI & TECH
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$135,311
Row 40
Filing Id
84037310758317
Page Id
2
Page Seq
6
Page Row Num
4
Row Num
43
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
MONEY MARKET FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSRUANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$31,387
Row 41
Filing Id
84037310758317
Page Id
2
Page Seq
6
Page Row Num
5
Row Num
44
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
QUANTITATIVE VALUE FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,329
Row 42
Filing Id
84037310758317
Page Id
2
Page Seq
6
Page Row Num
6
Row Num
45
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
500 INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$74,821
Row 43
Filing Id
84037310758317
Page Id
2
Page Seq
7
Page Row Num
1
Row Num
46
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
TOTAL STOCK MARKET INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,945
Row 44
Filing Id
84037310758317
Page Id
2
Page Seq
7
Page Row Num
2
Row Num
47
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
QUANTITATIVE ALL CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$47,024
Row 45
Filing Id
84037310758317
Page Id
2
Page Seq
7
Page Row Num
3
Row Num
48
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
MID CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$14,725
Row 46
Filing Id
84037310758317
Page Id
2
Page Seq
7
Page Row Num
4
Row Num
49
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
QUANTITATIVE MID CAP FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$21,255
Row 47
Filing Id
84037310758317
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH SHORT TERM FEDERAL
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$30,391
Row 48
Filing Id
84037310758317
Page Id
2
Page Seq
7
Page Row Num
5
Row Num
50
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
INTL EQUITY INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,956
Row 49
Filing Id
84037310758317
Page Id
2
Page Seq
7
Page Row Num
6
Row Num
51
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
SMALL CAP INDEX FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,826
Row 50
Filing Id
84037310758317
Page Id
2
Page Seq
8
Page Row Num
1
Row Num
52
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
EMERGING GROWTH FUND
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,364
Row 51
Filing Id
84037310758317
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH PIMCO TOTAL RETURN
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$71,954
Row 52
Filing Id
84037310758317
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH T. ROWE PRICE SPECTRUM INC
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$19,363
Row 53
Filing Id
84037310758317
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH SALOMON BROS HIGH YIELD
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$27,850
Row 54
Filing Id
84037310758317
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
6020377310758060003
DFE P1 Entity 01 Name
JH AMERICAN FUNDS AM BALANCED
DFE P1 Spons 01 Name
JOHN HANCOCK LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$29,756
Row 55
Filing Id
84037310758317
Schedule D EIN
94-2208599
Schedule D Plan number
006
Schedule D Plan Year Begin Date
2006-01-01
Schedule D Tax Period
20061231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$3,399,130$616,790 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,782,340$3,399,130Increase +$616,790 (22.17%)
Total liabilities$0$0No change $0
Net assets$2,782,340$3,399,130Increase +$616,790 (22.17%)

Contributions

Employer contributions$0
Participant contributions$514,969
Other contributions$0
Total contributions$514,969

Income & Investment Result

Total income$898,229
Interest$5,029
Dividends$0
Net income$616,790

Expenses & Fees

Benefits paid$273,748
Investment management$0
Administrative expenses$7,691
Total expenses$281,439

Accountant

FirmLAUGERO, BROWNING & COMPANY CPA
Firm EIN20-5953756

Compliance

Fidelity bondYes
Fidelity bond amount$1,000,000
Participant loans$44,639
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $2,782,340Total assets at end of year: $3,399,130Total liabilities at end of year: $0Net income or loss: $616,790
Filing Id
84037310758317
Schedule H EIN
94-2208599
Schedule H Plan number
006
Schedule H Plan Year Begin Date
2006-01-01
Schedule H Tax Period
20061231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$7,420
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$74,532
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$2,664,292
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$36,096
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$2,782,340
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$2,782,340
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$44,639
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$3,329,028
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$25,463
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$3,399,130
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$3,399,130
Employer contributions
$0
Participant contributions
$514,969
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$514,969
Interest Bear Cash Amount
$1,171
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$3,858
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$5,029
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$378,231
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$378,231
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$898,229
Participant distributions
$273,748
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$273,748
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$7,684
Investment management fees
$0
Other Admin Fees Amount
$7
Total administrative expenses
$7,691
Total expenses
$281,439
Net income or loss
$616,790
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
No
Accountant firm name
LAUGERO, BROWNING & COMPANY CPA
Accountant firm EIN
20-5953756
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$1,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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
84037310758317
Schedule R EIN
94-2208599
Schedule R Plan number
006
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
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