401k Plan data: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST plan

CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

CHARTER OAK CONSULTING GROUP I has sponsored the creation of one or more 401k plans.

Company Name: CHARTER OAK CONSULTING GROUP I

Employer identification number (EIN): 061187614

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01 KATHLEEN RIPPY
001 2015-01-01 KATHLEEN RIPPY
001 2014-01-01 KATHLEEN RIPPY
001 2013-01-01 KATHLEEN RIPPY
001 2012-01-01 CHARTER OAK CONSULTING GROUP I
001 2011-01-01 CHARTER OAK CONSULTING GROUP I
001 2010-01-01 CHARTER OAK CONSULTING GROUP
001 2009-01-01 CHARTER OAK CONSULTING GROUP

Financial Data on CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2018 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$2,705
Expenses. Total of all expenses incurred	2018-12-31	$270,738
Benefits paid (including direct rollovers)	2018-12-31	$270,663
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$268,033
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$2,705
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-268,033
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$268,033
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$75
2016 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$161,244
Expenses. Total of all expenses incurred	2016-12-31	$72,165
Benefits paid (including direct rollovers)	2016-12-31	$72,165
Total plan assets at end of year	2016-12-31	$1,048,355
Total plan assets at beginning of year	2016-12-31	$959,276
Value of fidelity bond covering the plan	2016-12-31	$95,928
Total contributions received or receivable from participants	2016-12-31	$56,343
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$21,684
Net income (gross income less expenses)	2016-12-31	$89,079
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,048,355
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$959,276
Assets. Value of participant loans	2016-12-31	$7,641
Total contributions received or receivable from employer(s)	2016-12-31	$83,217
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$180,707
Expenses. Total of all expenses incurred	2015-12-31	$66,061
Benefits paid (including direct rollovers)	2015-12-31	$66,061
Total plan assets at end of year	2015-12-31	$959,276
Total plan assets at beginning of year	2015-12-31	$844,630
Value of fidelity bond covering the plan	2015-12-31	$84,463
Total contributions received or receivable from participants	2015-12-31	$72,672
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$29,713
Net income (gross income less expenses)	2015-12-31	$114,646
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$959,276
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$844,630
Assets. Value of participant loans	2015-12-31	$8,381
Total contributions received or receivable from employer(s)	2015-12-31	$78,322
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$212,801
Expenses. Total of all expenses incurred	2014-12-31	$240,902
Benefits paid (including direct rollovers)	2014-12-31	$240,837
Total plan assets at end of year	2014-12-31	$844,630
Total plan assets at beginning of year	2014-12-31	$872,731
Value of fidelity bond covering the plan	2014-12-31	$87,273
Total contributions received or receivable from participants	2014-12-31	$65,350
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$66,559
Net income (gross income less expenses)	2014-12-31	$-28,101
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$844,630
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$872,731
Total contributions received or receivable from employer(s)	2014-12-31	$80,892
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$308,777
Expenses. Total of all expenses incurred	2013-12-31	$330,977
Benefits paid (including direct rollovers)	2013-12-31	$330,912
Total plan assets at end of year	2013-12-31	$872,731
Total plan assets at beginning of year	2013-12-31	$894,931
Value of fidelity bond covering the plan	2013-12-31	$89,493
Total contributions received or receivable from participants	2013-12-31	$79,722
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$146,672
Net income (gross income less expenses)	2013-12-31	$-22,200
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$872,731
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$894,931
Total contributions received or receivable from employer(s)	2013-12-31	$82,383
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$325,441
Expenses. Total of all expenses incurred	2012-12-31	$914,414
Benefits paid (including direct rollovers)	2012-12-31	$914,284
Total plan assets at end of year	2012-12-31	$894,931
Total plan assets at beginning of year	2012-12-31	$1,483,904
Value of fidelity bond covering the plan	2012-12-31	$148,390
Total contributions received or receivable from participants	2012-12-31	$81,604
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$129,222
Net income (gross income less expenses)	2012-12-31	$-588,973
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$894,931
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,483,904
Total contributions received or receivable from employer(s)	2012-12-31	$114,615
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$203,373
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,483,904
Total plan assets at beginning of year	2011-12-31	$1,280,531
Value of fidelity bond covering the plan	2011-12-31	$128,053
Total contributions received or receivable from participants	2011-12-31	$102,074
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-16,843
Net income (gross income less expenses)	2011-12-31	$203,373
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,483,904
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,280,531
Total contributions received or receivable from employer(s)	2011-12-31	$118,142
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$382,197
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,280,531
Total plan assets at beginning of year	2010-12-31	$898,334
Value of fidelity bond covering the plan	2010-12-31	$89,833
Total contributions received or receivable from participants	2010-12-31	$116,609
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$150,076
Net income (gross income less expenses)	2010-12-31	$382,197
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,280,531
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$898,334
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$115,512
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST

2018: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 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: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 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: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 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: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARTER OAK CONSULTING GROUP I 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARTER OAK CONSULTING GROUP I
Employer identification number (EIN):	061187614
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services