401k Plan data: MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN plan

MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MICHAEL SCOTT, INC. C/O CARNOW AND ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL SCOTT, INC. C/O CARNOW AND ASSOCIATES, LTD.

Employer identification number (EIN): 363871810

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-12-31
001 2012-12-31 DOUGLAS COHEN 2014-09-30 DOUGLAS COHEN 2014-09-30
001 2011-12-31 DOUGLAS COHEN 2013-10-10 DOUGLAS COHEN 2013-10-10
001 2010-12-31 DOUGLAS COHEN 2012-10-09 DOUGLAS COHEN 2012-10-09
001 2008-12-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-12-31
001	2012-12-31	DOUGLAS COHEN	2014-09-30	DOUGLAS COHEN	2014-09-30
001	2011-12-31	DOUGLAS COHEN	2013-10-10	DOUGLAS COHEN	2013-10-10
001	2010-12-31	DOUGLAS COHEN	2012-10-09	DOUGLAS COHEN	2012-10-09
001	2008-12-31

Plan Statistics for MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-30 744,394
Acturial value of plan assets 2017-12-30 744,394
Funding target for retired participants and beneficiaries receiving payment 2017-12-30 0
Number of terminated vested participants 2017-12-30 0
Fundng target for terminated vested participants 2017-12-30 0
Active participant vested funding target 2017-12-30 875,460
Number of active participants 2017-12-30 3
Total funding liabilities for active participants 2017-12-30 875,460
Total participant count 2017-12-30 3
Total funding target for all participants 2017-12-30 875,460
Balance at beginning of prior year after applicable adjustments 2017-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-30 0
Prefunding balanced used to offset prior years funding requirement 2017-12-30 0
Amount remaining of carryover balance 2017-12-30 0
Amount remaining of prefunding balance 2017-12-30 0
Present value of excess contributions 2017-12-30 59
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-30 59
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-30 0
Reductions in caryover balances due to elections or deemed elections 2017-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-30 0
Balance of carryovers at beginning of current year 2017-12-30 0
Balance of prefunding at beginning of current year 2017-12-30 0
Total employer contributions 2017-12-30 32,100
Total employee contributions 2017-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-30 29,878
Liquidity shortfalls end of Q1 2017-12-30 0
Liquidity shortfalls end of Q2 2017-12-30 0
Liquidity shortfalls end of Q3 2017-12-30 0
Liquidity shortfalls end of Q4 2017-12-30 0
Unpaid minimum required contributions for all prior years 2017-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-30 0
Remaining amount of unpaid minimum required contributions 2017-12-30 0
Minimum required contributions for current year target normal cost 2017-12-30 0
Net shortfall amortization installment of oustanding balance 2017-12-30 131,066
Waiver amortization installment 2017-12-30 0
Waived amount of outstanding balance 2017-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-30 29,719
Additional cash requirement 2017-12-30 29,719
Contributions allocatedtoward minimum required contributions for current year 2017-12-30 29,878
Unpaid minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for all years 2017-12-30 0

Measure	Date	Value
2017: MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-30	744,394
Acturial value of plan assets	2017-12-30	744,394
Funding target for retired participants and beneficiaries receiving payment	2017-12-30	0
Number of terminated vested participants	2017-12-30	0
Fundng target for terminated vested participants	2017-12-30	0
Active participant vested funding target	2017-12-30	875,460
Number of active participants	2017-12-30	3
Total funding liabilities for active participants	2017-12-30	875,460
Total participant count	2017-12-30	3
Total funding target for all participants	2017-12-30	875,460
Balance at beginning of prior year after applicable adjustments	2017-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-30	0
Prefunding balanced used to offset prior years funding requirement	2017-12-30	0
Amount remaining of carryover balance	2017-12-30	0
Amount remaining of prefunding balance	2017-12-30	0
Present value of excess contributions	2017-12-30	59
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-30	59
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-30	0
Reductions in caryover balances due to elections or deemed elections	2017-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-30	0
Balance of carryovers at beginning of current year	2017-12-30	0
Balance of prefunding at beginning of current year	2017-12-30	0
Total employer contributions	2017-12-30	32,100
Total employee contributions	2017-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-30	29,878
Liquidity shortfalls end of Q1	2017-12-30	0
Liquidity shortfalls end of Q2	2017-12-30	0
Liquidity shortfalls end of Q3	2017-12-30	0
Liquidity shortfalls end of Q4	2017-12-30	0
Unpaid minimum required contributions for all prior years	2017-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-30	0
Remaining amount of unpaid minimum required contributions	2017-12-30	0
Minimum required contributions for current year target normal cost	2017-12-30	0
Net shortfall amortization installment of oustanding balance	2017-12-30	131,066
Waiver amortization installment	2017-12-30	0
Waived amount of outstanding balance	2017-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-30	29,719
Additional cash requirement	2017-12-30	29,719
Contributions allocatedtoward minimum required contributions for current year	2017-12-30	29,878
Unpaid minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for all years	2017-12-30	0

Form 5500 Responses for MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN

2008: MICHAEL SCOTT, INC. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-12-31	Type of plan entity	Single employer plan
2008-12-31	Submission has been amended	No
2008-12-31	This submission is the final filing	No
2008-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-31	Plan is a collectively bargained plan	No

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Company Name:	MICHAEL SCOTT, INC. C/O CARNOW AND ASSOCIATES, LTD.
Employer identification number (EIN):	363871810
NAIC Classification:	541600