Civic Intelligence
Filing

Thermal Electronics Inc. 401K Plan

Thermal Electronics Inc. • EIN 95-3569813 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

27 → 21

-6 • -22.22%

Assets

Up

$101,641 → $164,379

$62,738 • 61.73%

Investment Management Fee

-

Admin expenses - • Total expenses $38,768

Filing Details

Context
Net investment result
$62,738
Pension payor EIN
95-6140222

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024125$1,152,395$142,932$5,717iApproximate average salary by contribution assumption: employee only about $142,932 at 4% or $95,288 at 6%; with 50% employer match about $95,288 at 4% or $63,525 at 6%; with 100% employer match about $71,466 at 4% or $47,644 at 6%.
Thermal Electronics Inc. 401K Plan-25$1,152,395$142,932$5,717iApproximate average salary by contribution assumption: employee only about $142,932 at 4% or $95,288 at 6%; with 50% employer match about $95,288 at 4% or $63,525 at 6%; with 100% employer match about $71,466 at 4% or $47,644 at 6%.
2023124$920,296$119,060$4,961iApproximate average salary by contribution assumption: employee only about $124,021 at 4% or $82,681 at 6%; with 50% employer match about $82,681 at 4% or $55,120 at 6%; with 100% employer match about $62,010 at 4% or $41,340 at 6%.
Thermal Electronics Inc. 401K Plan-24$920,296$119,060$4,961iApproximate average salary by contribution assumption: employee only about $124,021 at 4% or $82,681 at 6%; with 50% employer match about $82,681 at 4% or $55,120 at 6%; with 100% employer match about $62,010 at 4% or $41,340 at 6%.
2022131$868,848$142,013$4,581iApproximate average salary by contribution assumption: employee only about $114,527 at 4% or $76,351 at 6%; with 50% employer match about $76,351 at 4% or $50,901 at 6%; with 100% employer match about $57,263 at 4% or $38,176 at 6%.
Thermal Electronics Inc. 401K Plan-31$868,848$142,013$4,581iApproximate average salary by contribution assumption: employee only about $114,527 at 4% or $76,351 at 6%; with 50% employer match about $76,351 at 4% or $50,901 at 6%; with 100% employer match about $57,263 at 4% or $38,176 at 6%.
2021128$1,152,254$92,285$3,296iApproximate average salary by contribution assumption: employee only about $82,397 at 4% or $54,932 at 6%; with 50% employer match about $54,932 at 4% or $36,621 at 6%; with 100% employer match about $41,199 at 4% or $27,466 at 6%.
Thermal Electronics Inc. 401K Plan-28$1,152,254$92,285$3,296iApproximate average salary by contribution assumption: employee only about $82,397 at 4% or $54,932 at 6%; with 50% employer match about $54,932 at 4% or $36,621 at 6%; with 100% employer match about $41,199 at 4% or $27,466 at 6%.
2020129$1,017,433$95,464$3,292iApproximate average salary by contribution assumption: employee only about $82,297 at 4% or $54,864 at 6%; with 50% employer match about $54,864 at 4% or $36,576 at 6%; with 100% employer match about $41,148 at 4% or $27,432 at 6%.
Thermal Electronics Inc. 401K Plan-29$1,017,433$95,464$3,292iApproximate average salary by contribution assumption: employee only about $82,297 at 4% or $54,864 at 6%; with 50% employer match about $54,864 at 4% or $36,576 at 6%; with 100% employer match about $41,148 at 4% or $27,432 at 6%.
2019124$820,046$79,956$3,332iApproximate average salary by contribution assumption: employee only about $83,288 at 4% or $55,525 at 6%; with 50% employer match about $55,525 at 4% or $37,017 at 6%; with 100% employer match about $41,644 at 4% or $27,763 at 6%.
Thermal Electronics Inc. 401K Plan-24$820,046$79,956$3,332iApproximate average salary by contribution assumption: employee only about $83,288 at 4% or $55,525 at 6%; with 50% employer match about $55,525 at 4% or $37,017 at 6%; with 100% employer match about $41,644 at 4% or $27,763 at 6%.
2018125$625,765$78,155$3,126iApproximate average salary by contribution assumption: employee only about $78,155 at 4% or $52,103 at 6%; with 50% employer match about $52,103 at 4% or $34,736 at 6%; with 100% employer match about $39,078 at 4% or $26,052 at 6%.
Thermal Electronics Inc. 401K Plan-25$625,765$78,155$3,126iApproximate average salary by contribution assumption: employee only about $78,155 at 4% or $52,103 at 6%; with 50% employer match about $52,103 at 4% or $34,736 at 6%; with 100% employer match about $39,078 at 4% or $26,052 at 6%.
2017126$634,673$86,933$3,344iApproximate average salary by contribution assumption: employee only about $83,589 at 4% or $55,726 at 6%; with 50% employer match about $55,726 at 4% or $37,151 at 6%; with 100% employer match about $41,795 at 4% or $27,863 at 6%.
Thermal Electronics Inc. 401K Plan-26$634,673$86,933$3,344iApproximate average salary by contribution assumption: employee only about $83,589 at 4% or $55,726 at 6%; with 50% employer match about $55,726 at 4% or $37,151 at 6%; with 100% employer match about $41,795 at 4% or $27,863 at 6%.
2016127$690,535$58,059$2,150iApproximate average salary by contribution assumption: employee only about $53,758 at 4% or $35,839 at 6%; with 50% employer match about $35,839 at 4% or $23,893 at 6%; with 100% employer match about $26,879 at 4% or $17,919 at 6%.
Thermal Electronics Inc. 401K Plan-27$690,535$58,059$2,150iApproximate average salary by contribution assumption: employee only about $53,758 at 4% or $35,839 at 6%; with 50% employer match about $35,839 at 4% or $23,893 at 6%; with 100% employer match about $26,879 at 4% or $17,919 at 6%.
2015120$649,449$59,305$2,965iApproximate average salary by contribution assumption: employee only about $74,131 at 4% or $49,421 at 6%; with 50% employer match about $49,421 at 4% or $32,947 at 6%; with 100% employer match about $37,066 at 4% or $24,710 at 6%.
Thermal Electronics Inc. 401K Plan-20$649,449$59,305$2,965iApproximate average salary by contribution assumption: employee only about $74,131 at 4% or $49,421 at 6%; with 50% employer match about $49,421 at 4% or $32,947 at 6%; with 100% employer match about $37,066 at 4% or $24,710 at 6%.
2014119$636,277$91,115$4,796iApproximate average salary by contribution assumption: employee only about $119,888 at 4% or $79,925 at 6%; with 50% employer match about $79,925 at 4% or $53,284 at 6%; with 100% employer match about $59,944 at 4% or $39,963 at 6%.
Thermal Electronics Inc. 401K Plan-19$636,277$91,115$4,796iApproximate average salary by contribution assumption: employee only about $119,888 at 4% or $79,925 at 6%; with 50% employer match about $79,925 at 4% or $53,284 at 6%; with 100% employer match about $59,944 at 4% or $39,963 at 6%.
2013120$588,771$66,068$3,303iApproximate average salary by contribution assumption: employee only about $82,585 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,704 at 6%; with 100% employer match about $41,293 at 4% or $27,528 at 6%.
Thermal Electronics Inc. 401K Plan-20$588,771$66,068$3,303iApproximate average salary by contribution assumption: employee only about $82,585 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,704 at 6%; with 100% employer match about $41,293 at 4% or $27,528 at 6%.
2012115$421,070$54,183$3,612iApproximate average salary by contribution assumption: employee only about $90,305 at 4% or $60,203 at 6%; with 50% employer match about $60,203 at 4% or $40,136 at 6%; with 100% employer match about $45,153 at 4% or $30,102 at 6%.
Thermal Electronics Inc. 401K Plan-15$421,070$54,183$3,612iApproximate average salary by contribution assumption: employee only about $90,305 at 4% or $60,203 at 6%; with 50% employer match about $60,203 at 4% or $40,136 at 6%; with 100% employer match about $45,153 at 4% or $30,102 at 6%.
2011114$451,184$96,138$6,867iApproximate average salary by contribution assumption: employee only about $171,675 at 4% or $114,450 at 6%; with 50% employer match about $114,450 at 4% or $76,300 at 6%; with 100% employer match about $85,838 at 4% or $57,225 at 6%.
Thermal Electronics Inc. 401K Plan-14$451,184$96,138$6,867iApproximate average salary by contribution assumption: employee only about $171,675 at 4% or $114,450 at 6%; with 50% employer match about $114,450 at 4% or $76,300 at 6%; with 100% employer match about $85,838 at 4% or $57,225 at 6%.
2010115$423,802$108,869$7,258iApproximate average salary by contribution assumption: employee only about $181,448 at 4% or $120,966 at 6%; with 50% employer match about $120,966 at 4% or $80,644 at 6%; with 100% employer match about $90,724 at 4% or $60,483 at 6%.
Thermal Electronics Inc. 401K Plan-15$423,802$108,869$7,258iApproximate average salary by contribution assumption: employee only about $181,448 at 4% or $120,966 at 6%; with 50% employer match about $120,966 at 4% or $80,644 at 6%; with 100% employer match about $90,724 at 4% or $60,483 at 6%.
2009115$295,425$78,788$5,253iApproximate average salary by contribution assumption: employee only about $131,313 at 4% or $87,542 at 6%; with 50% employer match about $87,542 at 4% or $58,361 at 6%; with 100% employer match about $65,657 at 4% or $43,771 at 6%.
Thermal Electronics Inc. 401K Plan-15$295,425$78,788$5,253iApproximate average salary by contribution assumption: employee only about $131,313 at 4% or $87,542 at 6%; with 50% employer match about $87,542 at 4% or $58,361 at 6%; with 100% employer match about $65,657 at 4% or $43,771 at 6%.
2008115$186,475$71,360$4,757iApproximate average salary by contribution assumption: employee only about $118,933 at 4% or $79,289 at 6%; with 50% employer match about $79,289 at 4% or $52,859 at 6%; with 100% employer match about $59,467 at 4% or $39,644 at 6%.
Thermal Electronics Inc. 401K Plan-15$186,475$71,360$4,757iApproximate average salary by contribution assumption: employee only about $118,933 at 4% or $79,289 at 6%; with 50% employer match about $79,289 at 4% or $52,859 at 6%; with 100% employer match about $59,467 at 4% or $39,644 at 6%.
2007110$199,678$59,426$5,943iApproximate average salary by contribution assumption: employee only about $148,565 at 4% or $99,043 at 6%; with 50% employer match about $99,043 at 4% or $66,029 at 6%; with 100% employer match about $74,283 at 4% or $49,522 at 6%.
Thermal Electronics Inc. 401K Plan-10$199,678$59,426$5,943iApproximate average salary by contribution assumption: employee only about $148,565 at 4% or $99,043 at 6%; with 50% employer match about $99,043 at 4% or $66,029 at 6%; with 100% employer match about $74,283 at 4% or $49,522 at 6%.
2006112$243,272$31,575$2,631iApproximate average salary by contribution assumption: employee only about $65,781 at 4% or $43,854 at 6%; with 50% employer match about $43,854 at 4% or $29,236 at 6%; with 100% employer match about $32,891 at 4% or $21,927 at 6%.
Thermal Electronics Inc. 401K Plan-12$243,272$31,575$2,631iApproximate average salary by contribution assumption: employee only about $65,781 at 4% or $43,854 at 6%; with 50% employer match about $43,854 at 4% or $29,236 at 6%; with 100% employer match about $32,891 at 4% or $21,927 at 6%.
2005116$230,003$54,769$3,423iApproximate average salary by contribution assumption: employee only about $85,577 at 4% or $57,051 at 6%; with 50% employer match about $57,051 at 4% or $38,034 at 6%; with 100% employer match about $42,788 at 4% or $28,526 at 6%.
Thermal Electronics Inc. 401K Plan-16$230,003$54,769$3,423iApproximate average salary by contribution assumption: employee only about $85,577 at 4% or $57,051 at 6%; with 50% employer match about $57,051 at 4% or $38,034 at 6%; with 100% employer match about $42,788 at 4% or $28,526 at 6%.
2004118$187,002$58,400$3,244iApproximate average salary by contribution assumption: employee only about $81,111 at 4% or $54,074 at 6%; with 50% employer match about $54,074 at 4% or $36,049 at 6%; with 100% employer match about $40,556 at 4% or $27,037 at 6%.
Thermal Electronics Inc. 401K Plan-18$187,002$58,400$3,244iApproximate average salary by contribution assumption: employee only about $81,111 at 4% or $54,074 at 6%; with 50% employer match about $54,074 at 4% or $36,049 at 6%; with 100% employer match about $40,556 at 4% or $27,037 at 6%.
2003121$164,379$69,682$3,318iApproximate average salary by contribution assumption: employee only about $82,955 at 4% or $55,303 at 6%; with 50% employer match about $55,303 at 4% or $36,869 at 6%; with 100% employer match about $41,477 at 4% or $27,652 at 6%.
Thermal Electronics Inc. 401K PlanCurrent21$164,379$69,682$3,318iApproximate average salary by contribution assumption: employee only about $82,955 at 4% or $55,303 at 6%; with 50% employer match about $55,303 at 4% or $36,869 at 6%; with 100% employer match about $41,477 at 4% or $27,652 at 6%.
2002121$101,641$65,689$3,128iApproximate average salary by contribution assumption: employee only about $78,201 at 4% or $52,134 at 6%; with 50% employer match about $52,134 at 4% or $34,756 at 6%; with 100% employer match about $39,101 at 4% or $26,067 at 6%.
Thermal Electronics Inc. 401K Plan-21$101,641$65,689$3,128iApproximate average salary by contribution assumption: employee only about $78,201 at 4% or $52,134 at 6%; with 50% employer match about $52,134 at 4% or $34,756 at 6%; with 100% employer match about $39,101 at 4% or $26,067 at 6%.
2001119$0$0-
Thermal Electronics Inc. 401K Plan-19---
2000123$16,867$17,780$773iApproximate average salary by contribution assumption: employee only about $19,326 at 4% or $12,884 at 6%; with 50% employer match about $12,884 at 4% or $8,589 at 6%; with 100% employer match about $9,663 at 4% or $6,442 at 6%.
Thermal Electronics Inc. 401K Plan-23$16,867$17,780$773iApproximate average salary by contribution assumption: employee only about $19,326 at 4% or $12,884 at 6%; with 50% employer match about $12,884 at 4% or $8,589 at 6%; with 100% employer match about $9,663 at 4% or $6,442 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037205408564
Form Id
48688081
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374205408060002
Ins Broker 01 Name
JEFFERSON D. MCBRIETY
Ins Broker 01 Street Addr
3010 OLD RANCH PKWY
Ins Broker 01 City
SEAL BEACH
Ins Broker 01 State
CA
Ins Broker 01 ZIP Code
90740
Ins Broker Comm Pd 01 Amount
$1,045
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: TRANSAMERICA LIFE INSURANCE & ANNUITY CO.
Filing Id
84037205408564
Form Id
48688081
Schedule A EIN
95-3569813
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
TRANSAMERICA LIFE INSURANCE & ANNUITY CO.
Ins Carrier EIN
95-6140222
Ins Carrier Naic Code
69507
Ins Contract Num
981106-000
Ins Prsn Covered End of year Count
16
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$1,045
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$136,825
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$10,270
Pension Contribution Dep Amount
$14,330
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$588
Pension Transfer From Amount
$6,174
Pension Other Amount
$0
Pension Total Additions Amount
$21,092
Pension Total Bal Addn Amount
$31,362
Pension Bnfts Dsbrsd Amount
$1,219
Pension Admin Chrg Amount
$273
Pension Transfer To Amount
$2,314
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$3,806
Pension End of year Bal Amount
$27,556
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
84037205408564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374205408060003
Row 2
Filing Id
84037205408564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222101
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,376
Row 3
Filing Id
84037205408564
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA EQUITY INDEX
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222102
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,968
Row 4
Filing Id
84037205408564
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI PUTNAM ASSET ALLOC GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222173
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,707
Row 5
Filing Id
84037205408564
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI FRANKLIN MID CAP GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222179
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,693
Row 6
Filing Id
84037205408564
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI AIM INTERNATIONAL GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222181
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,647
Row 7
Filing Id
84037205408564
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI MFS GROWTH WITH INCOME
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222184
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,800
Row 8
Filing Id
84037205408564
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI JANUS TWENTY
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222190
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
84037205408564
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI INVESCO TECHNOLOGY
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222207
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,915
Row 10
Filing Id
84037205408564
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA BALANCED
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222119
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,483
Row 11
Filing Id
84037205408564
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA BOND
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222100
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,404
Row 12
Filing Id
84037205408564
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA HI-YLD BOND
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222103
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$12,820
Row 13
Filing Id
84037205408564
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA AGGRESSIVE GROWTH
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222166
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,175
Row 14
Filing Id
84037205408564
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA GROWTH OPPOR.
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222167
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$25,597
Row 15
Filing Id
84037205408564
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TRANSAMERICA CORE EQUITY
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222168
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,652
Row 16
Filing Id
84037205408564
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI AIM CONSTELLATION
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222170
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,881
Row 17
Filing Id
84037205408564
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
3030374205408060003
DFE P1 Entity 01 Name
TI MFS CAPITAL OPPORTUNITIES
DFE P1 Spons 01 Name
TRANSAMERICA
DFE P1 Plan 01 EIN Plan number
956140222171
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$11,707
Row 18
Filing Id
84037205408564
Schedule D EIN
95-3569813
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2003-01-01
Schedule D Tax Period
20031231

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$164,379$62,738 change

Balance Sheet

Beginning and end of plan year.

Total assets$101,641$164,379Increase +$62,738 (61.73%)
Total liabilities$0$0No change $0
Net assets$101,641$164,379Increase +$62,738 (61.73%)

Contributions

Employer contributions$26,133
Participant contributions$43,549
Other contributions$0

Income & Expenses

Total income$101,506
Total expenses$38,768
Net income$62,738
Source fields
Schedule I source fields
Filing Id
84037205408564
Schedule I EIN
95-3569813
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$101,641
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$101,641
Small plan total assets at end of year
$164,379
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$164,379
Small plan employer contributions
$26,133
Small plan participant contributions
$43,549
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$31,824
Small plan total income
$101,506
Small plan total benefit distributions
$36,793
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,975
Small plan total expenses
$38,768
Small plan net income or loss
$62,738
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN95-6140222

Transfers

Distributed property value$0
Schedule R source fields
Payor 95-6140222
Filing Id
84037205408564
Schedule R EIN
95-3569813
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
95-6140222
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0