401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. plan

RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC.
Plan identification number	002

RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COUNCIL OF CONSULTING ORGANIZATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: COUNCIL OF CONSULTING ORGANIZATIONS, INC.

Employer identification number (EIN): 133532599

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-02-01 GREGORY BROOKS 2018-11-10
002 2016-02-01 GREGORY BROOKS 2017-11-01
002 2015-02-01 GREGORY BROOKS 2016-11-02
002 2014-02-01 GREGORY BROOKS 2015-10-28
002 2013-02-01 GREGORY BROOKS 2014-11-10
002 2012-02-01 GAIL MCCAULEY 2013-11-13
002 2011-02-01 GAIL MCCAULEY 2012-11-07
002 2010-02-01 GAIL MCCAULEY 2011-11-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-02-01	GREGORY BROOKS	2018-11-10
002	2016-02-01	GREGORY BROOKS	2017-11-01
002	2015-02-01	GREGORY BROOKS	2016-11-02
002	2014-02-01	GREGORY BROOKS	2015-10-28
002	2013-02-01	GREGORY BROOKS	2014-11-10
002	2012-02-01	GAIL MCCAULEY	2013-11-13
002	2011-02-01	GAIL MCCAULEY	2012-11-07
002	2010-02-01	GAIL MCCAULEY	2011-11-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC.

Measure Date Value
2018: RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. 2018 401k membership
Market value of plan assets 2018-01-31 135,033
Acturial value of plan assets 2018-01-31 135,033
Funding target for retired participants and beneficiaries receiving payment 2018-01-31 87,903
Number of terminated vested participants 2018-01-31 1
Fundng target for terminated vested participants 2018-01-31 22,466
Active participant vested funding target 2018-01-31 0
Number of active participants 2018-01-31 0
Total funding liabilities for active participants 2018-01-31 0
Total participant count 2018-01-31 2
Total funding target for all participants 2018-01-31 110,369
Balance at beginning of prior year after applicable adjustments 2018-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-01-31 0
Prefunding balanced used to offset prior years funding requirement 2018-01-31 0
Amount remaining of carryover balance 2018-01-31 0
Amount remaining of prefunding balance 2018-01-31 0
Present value of excess contributions 2018-01-31 24,210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-01-31 25,585
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-01-31 0
Reductions in caryover balances due to elections or deemed elections 2018-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-01-31 0
Balance of carryovers at beginning of current year 2018-01-31 0
Balance of prefunding at beginning of current year 2018-01-31 0
Total employer contributions 2018-01-31 0
Total employee contributions 2018-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-01-31 0
Liquidity shortfalls end of Q1 2018-01-31 0
Liquidity shortfalls end of Q2 2018-01-31 0
Liquidity shortfalls end of Q3 2018-01-31 0
Liquidity shortfalls end of Q4 2018-01-31 0
Unpaid minimum required contributions for all prior years 2018-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-01-31 0
Remaining amount of unpaid minimum required contributions 2018-01-31 0
Minimum required contributions for current year target normal cost 2018-01-31 0
Net shortfall amortization installment of oustanding balance 2018-01-31 0
Waiver amortization installment 2018-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-01-31 0
Additional cash requirement 2018-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-01-31 0
Unpaid minimum required contributions for current year 2018-01-31 0
Unpaid minimum required contributions for all years 2018-01-31 0
2017: RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. 2017 401k membership
Market value of plan assets 2017-01-31 118,527
Acturial value of plan assets 2017-01-31 118,527
Funding target for retired participants and beneficiaries receiving payment 2017-01-31 127,886
Number of terminated vested participants 2017-01-31 1
Fundng target for terminated vested participants 2017-01-31 20,505
Active participant vested funding target 2017-01-31 0
Number of active participants 2017-01-31 0
Total funding liabilities for active participants 2017-01-31 0
Total participant count 2017-01-31 3
Total funding target for all participants 2017-01-31 148,391
Balance at beginning of prior year after applicable adjustments 2017-01-31 456
Prefunding balance at beginning of prior year after applicable adjustments 2017-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-01-31 0
Prefunding balanced used to offset prior years funding requirement 2017-01-31 0
Amount remaining of carryover balance 2017-01-31 456
Amount remaining of prefunding balance 2017-01-31 0
Present value of excess contributions 2017-01-31 6,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-01-31 6,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-01-31 0
Reductions in caryover balances due to elections or deemed elections 2017-01-31 456
Reductions in prefunding balances due to elections or deemed elections 2017-01-31 0
Balance of carryovers at beginning of current year 2017-01-31 0
Balance of prefunding at beginning of current year 2017-01-31 0
Total employer contributions 2017-01-31 36,000
Total employee contributions 2017-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-01-31 33,673
Unpaid minimum required contributions for all prior years 2017-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-01-31 0
Remaining amount of unpaid minimum required contributions 2017-01-31 0
Minimum required contributions for current year target normal cost 2017-01-31 0
Net shortfall amortization installment of oustanding balance 2017-01-31 29,864
Waiver amortization installment 2017-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-01-31 9,463
Additional cash requirement 2017-01-31 9,463
Contributions allocatedtoward minimum required contributions for current year 2017-01-31 33,673
Unpaid minimum required contributions for current year 2017-01-31 0
Unpaid minimum required contributions for all years 2017-01-31 0

Measure	Date	Value
2018: RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. 2018 401k membership
Market value of plan assets	2018-01-31	135,033
Acturial value of plan assets	2018-01-31	135,033
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	87,903
Number of terminated vested participants	2018-01-31	1
Fundng target for terminated vested participants	2018-01-31	22,466
Active participant vested funding target	2018-01-31	0
Number of active participants	2018-01-31	0
Total funding liabilities for active participants	2018-01-31	0
Total participant count	2018-01-31	2
Total funding target for all participants	2018-01-31	110,369
Balance at beginning of prior year after applicable adjustments	2018-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-01-31	0
Prefunding balanced used to offset prior years funding requirement	2018-01-31	0
Amount remaining of carryover balance	2018-01-31	0
Amount remaining of prefunding balance	2018-01-31	0
Present value of excess contributions	2018-01-31	24,210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	25,585
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-01-31	0
Reductions in caryover balances due to elections or deemed elections	2018-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-01-31	0
Balance of carryovers at beginning of current year	2018-01-31	0
Balance of prefunding at beginning of current year	2018-01-31	0
Total employer contributions	2018-01-31	0
Total employee contributions	2018-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	0
Liquidity shortfalls end of Q1	2018-01-31	0
Liquidity shortfalls end of Q2	2018-01-31	0
Liquidity shortfalls end of Q3	2018-01-31	0
Liquidity shortfalls end of Q4	2018-01-31	0
Unpaid minimum required contributions for all prior years	2018-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-01-31	0
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	0
Net shortfall amortization installment of oustanding balance	2018-01-31	0
Waiver amortization installment	2018-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	0
Additional cash requirement	2018-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for all years	2018-01-31	0
2017: RETIREMENT PLAN FOR EMPLOYEES OF INSTITUTE OF MANAGEMENT CONSULTANTS, INC. 2017 401k membership
Market value of plan assets	2017-01-31	118,527
Acturial value of plan assets	2017-01-31	118,527
Funding target for retired participants and beneficiaries receiving payment	2017-01-31	127,886
Number of terminated vested participants	2017-01-31	1
Fundng target for terminated vested participants	2017-01-31	20,505
Active participant vested funding target	2017-01-31	0
Number of active participants	2017-01-31	0
Total funding liabilities for active participants	2017-01-31	0
Total participant count	2017-01-31	3
Total funding target for all participants	2017-01-31	148,391
Balance at beginning of prior year after applicable adjustments	2017-01-31	456
Prefunding balance at beginning of prior year after applicable adjustments	2017-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-01-31	0
Prefunding balanced used to offset prior years funding requirement	2017-01-31	0
Amount remaining of carryover balance	2017-01-31	456
Amount remaining of prefunding balance	2017-01-31	0
Present value of excess contributions	2017-01-31	6,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-01-31	6,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-01-31	0
Reductions in caryover balances due to elections or deemed elections	2017-01-31	456
Reductions in prefunding balances due to elections or deemed elections	2017-01-31	0
Balance of carryovers at beginning of current year	2017-01-31	0
Balance of prefunding at beginning of current year	2017-01-31	0
Total employer contributions	2017-01-31	36,000
Total employee contributions	2017-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-01-31	33,673
Unpaid minimum required contributions for all prior years	2017-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-01-31	0
Remaining amount of unpaid minimum required contributions	2017-01-31	0
Minimum required contributions for current year target normal cost	2017-01-31	0
Net shortfall amortization installment of oustanding balance	2017-01-31	29,864
Waiver amortization installment	2017-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-01-31	9,463
Additional cash requirement	2017-01-31	9,463
Contributions allocatedtoward minimum required contributions for current year	2017-01-31	33,673
Unpaid minimum required contributions for current year	2017-01-31	0
Unpaid minimum required contributions for all years	2017-01-31	0

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Company Name:	COUNCIL OF CONSULTING ORGANIZATIONS, INC.
Employer identification number (EIN):	133532599
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations