401k Plan data: MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN plan

MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN
Plan identification number	001

MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN 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

MOHR-RURIK CAPITAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: MOHR-RURIK CAPITAL GROUP, INC.

Employer identification number (EIN): 770404596

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ALAN RURIK 2013-10-11 ALAN RURIK 2013-10-11
001 2011-01-01 ALAN RURIK 2012-07-24 ALAN RURIK 2012-07-24
001 2010-01-01 GERALD MOHR 2011-07-25 GERALD MOHR 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ALAN RURIK	2013-10-11	ALAN RURIK	2013-10-11
001	2011-01-01	ALAN RURIK	2012-07-24	ALAN RURIK	2012-07-24
001	2010-01-01	GERALD MOHR	2011-07-25	GERALD MOHR	2011-07-25

Plan Statistics for MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN

Measure Date Value
2016: MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,469,039
Acturial value of plan assets 2016-12-31 2,469,039
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 1,692,254
Active participant vested funding target 2016-12-31 966,207
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 966,207
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 2,658,461
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 107,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 114,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 7,752
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 7,250
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 189,422
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 7,243
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 7,243
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 7,250
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2016: MOHR-RURIK CAPITAL GROUP, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,469,039
Acturial value of plan assets	2016-12-31	2,469,039
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	1,692,254
Active participant vested funding target	2016-12-31	966,207
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	966,207
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	2,658,461
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	107,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	114,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	7,752
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	7,250
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	189,422
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	7,243
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	7,243
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	7,250
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MOHR-RURIK CAPITAL GROUP, INC.
Employer identification number (EIN):	770404596
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services