401k Plan data: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN plan

CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN
Plan identification number	001

CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARLISLE & GALLAGHER CONSULTING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARLISLE & GALLAGHER CONSULTING GROUP, INC.

Employer identification number (EIN): 421534870

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 BETH GREW
001 2015-01-01 DEBORAH SHUNTICH
001 2014-01-01 DEBORAH PRUITT
001 2013-01-01 DEBORAH PRUITT
001 2012-01-01 DEBORAH PRUITT
001 2011-01-01 DEBORAH PRUITT DEBORAH PRUITT 2012-10-17
001 2010-01-01 DEBBIE PRUITT DEBBIE PRUITT 2011-10-11
001 2009-01-01 ELIZABETH CARLISLE ELIZABETH CARLISLE 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	BETH GREW
001	2015-01-01	DEBORAH SHUNTICH
001	2014-01-01	DEBORAH PRUITT
001	2013-01-01	DEBORAH PRUITT
001	2012-01-01	DEBORAH PRUITT
001	2011-01-01	DEBORAH PRUITT	DEBORAH PRUITT	2012-10-17
001	2010-01-01	DEBBIE PRUITT	DEBBIE PRUITT	2011-10-11
001	2009-01-01	ELIZABETH CARLISLE	ELIZABETH CARLISLE	2010-10-12

Plan Statistics for CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN

401k plan membership statisitcs for CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN

Measure Date Value
2016: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 675
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 591
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 83
Total of all active and inactive participants 2015-01-01 674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 675
Number of participants with account balances 2015-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 499
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 525
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 69
Total of all active and inactive participants 2014-01-01 594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 595
Number of participants with account balances 2014-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 644
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 440
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 58
Total of all active and inactive participants 2013-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 499
Number of participants with account balances 2013-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 576
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 67
Total of all active and inactive participants 2012-01-01 643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 644
Number of participants with account balances 2012-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 596
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 617
Number of participants with account balances 2011-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 77
2010: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 449
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 469
Number of participants with account balances 2010-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 87
2009: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 191
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 218
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 62

Measure	Date	Value
2016: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	675
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	591
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	83
Total of all active and inactive participants	2015-01-01	674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	675
Number of participants with account balances	2015-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	499
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	525
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	69
Total of all active and inactive participants	2014-01-01	594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	595
Number of participants with account balances	2014-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	644
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	440
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	58
Total of all active and inactive participants	2013-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	499
Number of participants with account balances	2013-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	576
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	67
Total of all active and inactive participants	2012-01-01	643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	644
Number of participants with account balances	2012-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	596
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	617
Number of participants with account balances	2011-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	77
2010: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	449
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	469
Number of participants with account balances	2010-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	87
2009: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	191
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	218
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	62

Financial Data on CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN

Measure	Date	Value
2016 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total transfer of assets from this plan	2016-05-31	$18,455,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$1,923,591
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$3,316,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$3,304,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$1,680,745
Value of total assets at end of year	2016-05-31	$0
Value of total assets at beginning of year	2016-05-31	$19,848,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$12,060
Total interest from all sources	2016-05-31	$3,284
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$60,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$60,081
Administrative expenses professional fees incurred	2016-05-31	$12,060
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$1,071,571
Participant contributions at beginning of year	2016-05-31	$248,054
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$9,857
Other income not declared elsewhere	2016-05-31	$251
Total non interest bearing cash at beginning of year	2016-05-31	$4,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-1,392,867
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$19,848,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$18,542,235
Interest on participant loans	2016-05-31	$3,284
Value of interest in common/collective trusts at beginning of year	2016-05-31	$391,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$662,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$662,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$177,613
Net investment gain or loss from common/collective trusts	2016-05-31	$1,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$599,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$3,304,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-05-31	Yes
Did the plan have assets held for investment	2016-05-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	JASON ROBINSON, CPA PLLC
Accountancy firm EIN	2016-05-31	454183168
2015 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,013,920
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,499,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,468,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,947,627
Value of total assets at end of year	2015-12-31	$19,848,861
Value of total assets at beginning of year	2015-12-31	$17,334,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$31,000
Total interest from all sources	2015-12-31	$12,410
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$890,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$890,970
Administrative expenses professional fees incurred	2015-12-31	$31,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,276,413
Participant contributions at end of year	2015-12-31	$248,054
Participant contributions at beginning of year	2015-12-31	$255,943
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$37,599
Other income not declared elsewhere	2015-12-31	$1,621
Total non interest bearing cash at end of year	2015-12-31	$4,209
Total non interest bearing cash at beginning of year	2015-12-31	$19,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,513,986
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,848,861
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,334,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,542,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,079,218
Interest on participant loans	2015-12-31	$12,162
Value of interest in common/collective trusts at end of year	2015-12-31	$391,650
Value of interest in common/collective trusts at beginning of year	2015-12-31	$328,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$662,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$598,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$598,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-843,662
Net investment gain or loss from common/collective trusts	2015-12-31	$4,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,633,615
Employer contributions (assets) at beginning of year	2015-12-31	$53,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,468,934
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JASON ROBINSON, CPA PLLC
Accountancy firm EIN	2015-12-31	454183168
2014 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,668,550
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,100,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,074,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,508,753
Value of total assets at end of year	2014-12-31	$17,334,875
Value of total assets at beginning of year	2014-12-31	$12,766,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,806
Total interest from all sources	2014-12-31	$13,514
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$451,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$451,909
Administrative expenses professional fees incurred	2014-12-31	$25,727
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,772,736
Participant contributions at end of year	2014-12-31	$255,943
Participant contributions at beginning of year	2014-12-31	$310,325
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$290,359
Other income not declared elsewhere	2014-12-31	$1,104
Administrative expenses (other) incurred	2014-12-31	$79
Total non interest bearing cash at end of year	2014-12-31	$19,850
Total non interest bearing cash at beginning of year	2014-12-31	$243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,568,276
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,334,875
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,766,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,079,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,095,113
Income. Interest from loans (other than to participants)	2014-12-31	$13,483
Value of interest in common/collective trusts at end of year	2014-12-31	$328,009
Value of interest in common/collective trusts at beginning of year	2014-12-31	$319,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$598,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$689,306
Net investment gain or loss from common/collective trusts	2014-12-31	$3,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,445,658
Employer contributions (assets) at end of year	2014-12-31	$53,759
Employer contributions (assets) at beginning of year	2014-12-31	$41,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,074,468
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JASON ROBINSON CPA PLLC
Accountancy firm EIN	2014-12-31	454183168
2013 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,950
Total income from all sources (including contributions)	2013-12-31	$5,558,516
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,247,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,223,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,442,972
Value of total assets at end of year	2013-12-31	$12,766,599
Value of total assets at beginning of year	2013-12-31	$8,457,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,278
Total interest from all sources	2013-12-31	$11,883
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$251,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$251,261
Administrative expenses professional fees incurred	2013-12-31	$24,103
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,175,489
Participant contributions at end of year	2013-12-31	$310,325
Participant contributions at beginning of year	2013-12-31	$160,568
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$138,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,950
Other income not declared elsewhere	2013-12-31	$1,174
Administrative expenses (other) incurred	2013-12-31	$175
Total non interest bearing cash at end of year	2013-12-31	$243
Total non interest bearing cash at beginning of year	2013-12-31	$102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,310,618
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,766,599
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,455,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,095,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,092,283
Interest on participant loans	2013-12-31	$11,838
Value of interest in common/collective trusts at end of year	2013-12-31	$319,275
Value of interest in common/collective trusts at beginning of year	2013-12-31	$164,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,847,267
Net investment gain or loss from common/collective trusts	2013-12-31	$3,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,129,209
Employer contributions (assets) at end of year	2013-12-31	$41,643
Employer contributions (assets) at beginning of year	2013-12-31	$40,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,223,620
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JASON ROBINSON CPA PLLC
Accountancy firm EIN	2013-12-31	454183168
2012 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,061,694
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$495,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$449,535
Value of total corrective distributions	2012-12-31	$27,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,209,931
Value of total assets at end of year	2012-12-31	$8,457,931
Value of total assets at beginning of year	2012-12-31	$4,889,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,818
Total interest from all sources	2012-12-31	$4,608
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$130,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$130,910
Administrative expenses professional fees incurred	2012-12-31	$18,818
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,032,100
Participant contributions at end of year	2012-12-31	$160,568
Participant contributions at beginning of year	2012-12-31	$92,020
Participant contributions at beginning of year	2012-12-31	$68,318
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$323,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,950
Other income not declared elsewhere	2012-12-31	$501
Total non interest bearing cash at end of year	2012-12-31	$102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,566,086
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,455,981
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,889,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,092,283
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,594,584
Interest on participant loans	2012-12-31	$4,644
Value of interest in common/collective trusts at end of year	2012-12-31	$164,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$-36
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$134,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$394,172
Net investment gain/loss from pooled separate accounts	2012-12-31	$320,026
Net investment gain or loss from common/collective trusts	2012-12-31	$1,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$854,823
Employer contributions (assets) at end of year	2012-12-31	$40,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$449,535
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JASON ROBINSON CPA PLLC
Accountancy firm EIN	2012-12-31	454183168
2011 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,365,628
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$680,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$626,817
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$36,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,429,439
Value of total assets at end of year	2011-12-31	$4,889,895
Value of total assets at beginning of year	2011-12-31	$4,204,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,463
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$6,508
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$1,281,591
Participant contributions at end of year	2011-12-31	$92,020
Participant contributions at beginning of year	2011-12-31	$28,771
Participant contributions at end of year	2011-12-31	$68,318
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$147,848
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$693
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$684,946
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,889,895
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,204,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,594,584
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,026,148
Interest on participant loans	2011-12-31	$4,077
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$2,431
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$134,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$150,030
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-71,012
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$626,817
Contract administrator fees	2011-12-31	$17,463
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Qualified
Accountancy firm name	2011-12-31	JASON ROBINSON CPA PLLC
Accountancy firm EIN	2011-12-31	454183168
2010 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,636,234
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$196,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$181,645
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,086,220
Value of total assets at end of year	2010-12-31	$4,204,949
Value of total assets at beginning of year	2010-12-31	$2,765,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,689
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$3,807
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$927,260
Participant contributions at end of year	2010-12-31	$28,771
Participant contributions at beginning of year	2010-12-31	$44,249
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$158,960
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$4,076
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,439,900
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,204,949
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,765,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,026,148
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,597,343
Interest on participant loans	2010-12-31	$1,370
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$2,437
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$150,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$123,457
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$542,131
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$181,645
Contract administrator fees	2010-12-31	$14,689
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	ANTHONY & ROBINSON CPA'S PA
Accountancy firm EIN	2010-12-31	562209352
2009 : CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN

2016: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARLISLE & GALLAGHER CONSULTING GROUP, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

610994

Policy instance

Insurance contract or identification number	610994
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $210
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	210
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

610994

Policy instance

Insurance contract or identification number	610994
Number of Individuals Covered	617
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $9,473
Total amount of fees paid to insurance company	USD $405
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

610994

Policy instance

Insurance contract or identification number	610994
Number of Individuals Covered	469
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,249
Total amount of fees paid to insurance company	USD $203
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CARLISLE & GALLAGHER CONSULTING GROUP, INC.
Employer identification number (EIN):	421534870
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services