401k Plan data: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN plan

THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 401k Plan overview

Plan Name	THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN
Plan identification number	001

THE BUSINESS ROUNDTABLE PENSION RETIREMENT 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

THE BUSINESS ROUNDTABLE has sponsored the creation of one or more 401k plans.

Company Name: THE BUSINESS ROUNDTABLE

Employer identification number (EIN): 237236607

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-11-01 MICHAEL ANDREWS 2023-07-31 MICHAEL ANDREWS 2023-07-31
001 2020-11-01 MICHAEL ANDREWS 2022-07-06 MICHAEL ANDREWS 2022-07-06
001 2019-11-01 MICHAEL ANDREWS 2021-05-14 MICHAEL ANDREWS 2021-05-14
001 2018-11-01 MARCUS PEACOCK 2020-05-06 MARCUS PEACOCK 2020-05-06
001 2017-11-01 MARCUS PEACOCK 2019-04-16 MARCUS PEACOCK 2019-04-16
001 2016-11-01 MARTIN HALL 2018-05-23 MARTIN HALL 2018-05-23
001 2015-11-01 MARCUS PEACOCK 2017-05-26 MARCUS PEACOCK 2017-05-26
001 2014-11-01 AIMEE BRENNAN 2016-05-27 AIMEE BRENNAN 2016-05-27
001 2013-11-01 JOHN ENGLER 2015-05-28 JOHN ENGLER 2015-05-28
001 2012-11-01 AIMEE BRENNAN 2014-05-29 AIMEE BRENNAN 2014-05-29
001 2011-11-01 AIMEE BRENNAN 2013-05-30 AIMEE BRENNAN 2013-05-30
001 2010-11-01 JOHN ENGLER 2012-05-25 JOHN ENGLER 2012-05-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-11-01	MICHAEL ANDREWS	2023-07-31	MICHAEL ANDREWS	2023-07-31
001	2020-11-01	MICHAEL ANDREWS	2022-07-06	MICHAEL ANDREWS	2022-07-06
001	2019-11-01	MICHAEL ANDREWS	2021-05-14	MICHAEL ANDREWS	2021-05-14
001	2018-11-01	MARCUS PEACOCK	2020-05-06	MARCUS PEACOCK	2020-05-06
001	2017-11-01	MARCUS PEACOCK	2019-04-16	MARCUS PEACOCK	2019-04-16
001	2016-11-01	MARTIN HALL	2018-05-23	MARTIN HALL	2018-05-23
001	2015-11-01	MARCUS PEACOCK	2017-05-26	MARCUS PEACOCK	2017-05-26
001	2014-11-01	AIMEE BRENNAN	2016-05-27	AIMEE BRENNAN	2016-05-27
001	2013-11-01	JOHN ENGLER	2015-05-28	JOHN ENGLER	2015-05-28
001	2012-11-01	AIMEE BRENNAN	2014-05-29	AIMEE BRENNAN	2014-05-29
001	2011-11-01	AIMEE BRENNAN	2013-05-30	AIMEE BRENNAN	2013-05-30
001	2010-11-01	JOHN ENGLER	2012-05-25	JOHN ENGLER	2012-05-25

Plan Statistics for THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN

401k plan membership statisitcs for THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN

Measure Date Value
2022: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-10-31 12,253,834
Acturial value of plan assets 2022-10-31 12,253,834
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 2,657,331
Number of terminated vested participants 2022-10-31 9
Fundng target for terminated vested participants 2022-10-31 1,328,545
Active participant vested funding target 2022-10-31 3,794,054
Number of active participants 2022-10-31 46
Total funding liabilities for active participants 2022-10-31 4,574,859
Total participant count 2022-10-31 61
Total funding target for all participants 2022-10-31 8,560,735
Balance at beginning of prior year after applicable adjustments 2022-10-31 951,814
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 951,814
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 1,875,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 1,980,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 1,006,638
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 2,837,500
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 2,777,785
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 783,309
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 2,777,785
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-10-31 10,231,431
Acturial value of plan assets 2021-10-31 10,231,431
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 2,792,333
Number of terminated vested participants 2021-10-31 8
Fundng target for terminated vested participants 2021-10-31 1,070,585
Active participant vested funding target 2021-10-31 3,163,317
Number of active participants 2021-10-31 42
Total funding liabilities for active participants 2021-10-31 4,186,315
Total participant count 2021-10-31 56
Total funding target for all participants 2021-10-31 8,049,233
Balance at beginning of prior year after applicable adjustments 2021-10-31 901,937
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 901,937
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 597,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 632,011
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 951,814
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 1,890,000
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 1,875,994
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 804,392
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 1,875,994
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-10-31 9,321,161
Acturial value of plan assets 2020-10-31 9,321,161
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 2,542,913
Number of terminated vested participants 2020-10-31 8
Fundng target for terminated vested participants 2020-10-31 936,193
Active participant vested funding target 2020-10-31 2,849,526
Number of active participants 2020-10-31 42
Total funding liabilities for active participants 2020-10-31 3,419,916
Total participant count 2020-10-31 55
Total funding target for all participants 2020-10-31 6,899,022
Balance at beginning of prior year after applicable adjustments 2020-10-31 816,898
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 816,898
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 921,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 975,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 901,937
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 600,000
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 597,816
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 779,847
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 597,816
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-10-31 8,093,485
Acturial value of plan assets 2019-10-31 8,093,485
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 2,211,813
Number of terminated vested participants 2019-10-31 9
Fundng target for terminated vested participants 2019-10-31 1,263,061
Active participant vested funding target 2019-10-31 2,458,538
Number of active participants 2019-10-31 37
Total funding liabilities for active participants 2019-10-31 2,796,822
Total participant count 2019-10-31 50
Total funding target for all participants 2019-10-31 6,271,696
Balance at beginning of prior year after applicable adjustments 2019-10-31 827,658
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 827,658
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 940,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 996,963
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 816,898
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 925,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 921,099
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 656,090
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 921,099
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-10-31 7,453,145
Acturial value of plan assets 2018-10-31 7,453,145
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 2,139,810
Number of terminated vested participants 2018-10-31 6
Fundng target for terminated vested participants 2018-10-31 804,646
Active participant vested funding target 2018-10-31 2,187,441
Number of active participants 2018-10-31 32
Total funding liabilities for active participants 2018-10-31 2,326,055
Total participant count 2018-10-31 42
Total funding target for all participants 2018-10-31 5,270,511
Balance at beginning of prior year after applicable adjustments 2018-10-31 782,581
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 782,581
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 989,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 1,050,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 827,658
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 945,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 940,088
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 546,806
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 940,088
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-10-31 6,094,144
Acturial value of plan assets 2017-10-31 6,094,144
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 300,076
Number of terminated vested participants 2017-10-31 5
Fundng target for terminated vested participants 2017-10-31 1,095,304
Active participant vested funding target 2017-10-31 2,988,356
Number of active participants 2017-10-31 30
Total funding liabilities for active participants 2017-10-31 3,583,285
Total participant count 2017-10-31 37
Total funding target for all participants 2017-10-31 4,978,665
Balance at beginning of prior year after applicable adjustments 2017-10-31 750,245
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 750,245
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 596,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 634,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 782,581
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 1,050,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 1,044,453
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 387,885
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 54,987
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 54,987
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 1,044,453
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2022: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-10-31	12,253,834
Acturial value of plan assets	2022-10-31	12,253,834
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	2,657,331
Number of terminated vested participants	2022-10-31	9
Fundng target for terminated vested participants	2022-10-31	1,328,545
Active participant vested funding target	2022-10-31	3,794,054
Number of active participants	2022-10-31	46
Total funding liabilities for active participants	2022-10-31	4,574,859
Total participant count	2022-10-31	61
Total funding target for all participants	2022-10-31	8,560,735
Balance at beginning of prior year after applicable adjustments	2022-10-31	951,814
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	951,814
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	1,875,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	1,980,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	1,006,638
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	2,837,500
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	2,777,785
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	783,309
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	2,777,785
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-10-31	10,231,431
Acturial value of plan assets	2021-10-31	10,231,431
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	2,792,333
Number of terminated vested participants	2021-10-31	8
Fundng target for terminated vested participants	2021-10-31	1,070,585
Active participant vested funding target	2021-10-31	3,163,317
Number of active participants	2021-10-31	42
Total funding liabilities for active participants	2021-10-31	4,186,315
Total participant count	2021-10-31	56
Total funding target for all participants	2021-10-31	8,049,233
Balance at beginning of prior year after applicable adjustments	2021-10-31	901,937
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	901,937
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	597,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	632,011
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	951,814
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	1,890,000
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	1,875,994
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	804,392
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	1,875,994
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-10-31	9,321,161
Acturial value of plan assets	2020-10-31	9,321,161
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	2,542,913
Number of terminated vested participants	2020-10-31	8
Fundng target for terminated vested participants	2020-10-31	936,193
Active participant vested funding target	2020-10-31	2,849,526
Number of active participants	2020-10-31	42
Total funding liabilities for active participants	2020-10-31	3,419,916
Total participant count	2020-10-31	55
Total funding target for all participants	2020-10-31	6,899,022
Balance at beginning of prior year after applicable adjustments	2020-10-31	816,898
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	816,898
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	921,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	975,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	901,937
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	600,000
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	597,816
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	779,847
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	597,816
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-10-31	8,093,485
Acturial value of plan assets	2019-10-31	8,093,485
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	2,211,813
Number of terminated vested participants	2019-10-31	9
Fundng target for terminated vested participants	2019-10-31	1,263,061
Active participant vested funding target	2019-10-31	2,458,538
Number of active participants	2019-10-31	37
Total funding liabilities for active participants	2019-10-31	2,796,822
Total participant count	2019-10-31	50
Total funding target for all participants	2019-10-31	6,271,696
Balance at beginning of prior year after applicable adjustments	2019-10-31	827,658
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	827,658
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	940,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	996,963
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	816,898
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	925,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	921,099
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	656,090
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	921,099
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-10-31	7,453,145
Acturial value of plan assets	2018-10-31	7,453,145
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	2,139,810
Number of terminated vested participants	2018-10-31	6
Fundng target for terminated vested participants	2018-10-31	804,646
Active participant vested funding target	2018-10-31	2,187,441
Number of active participants	2018-10-31	32
Total funding liabilities for active participants	2018-10-31	2,326,055
Total participant count	2018-10-31	42
Total funding target for all participants	2018-10-31	5,270,511
Balance at beginning of prior year after applicable adjustments	2018-10-31	782,581
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	782,581
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	989,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	1,050,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	827,658
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	945,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	940,088
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	546,806
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	940,088
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: THE BUSINESS ROUNDTABLE PENSION RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-10-31	6,094,144
Acturial value of plan assets	2017-10-31	6,094,144
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	300,076
Number of terminated vested participants	2017-10-31	5
Fundng target for terminated vested participants	2017-10-31	1,095,304
Active participant vested funding target	2017-10-31	2,988,356
Number of active participants	2017-10-31	30
Total funding liabilities for active participants	2017-10-31	3,583,285
Total participant count	2017-10-31	37
Total funding target for all participants	2017-10-31	4,978,665
Balance at beginning of prior year after applicable adjustments	2017-10-31	750,245
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	750,245
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	596,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	634,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	782,581
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	1,050,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	1,044,453
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	387,885
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	54,987
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	54,987
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	1,044,453
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

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Company Name:	THE BUSINESS ROUNDTABLE
Employer identification number (EIN):	237236607
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations