INSTITUTE FOR HUMAN SERVICES RETIREMENT TRUST 401k Plan overview

INSTITUTE FOR HUMAN SERVICES RETIREMENT TRUST Benefits

401k Sponsoring company profile

Company Name:	INSTITUTE FOR HUMAN SERVICES
Employer identification number (EIN):	310968839
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JUDITH S RYCUS	2018-10-15	JUDITH S RYCUS	2018-10-15
001	2016-01-01	JUDITH RYCUS	2017-10-10	JUDITH RYCUS	2017-10-10
001	2015-01-01	JUDITH RYCUS	2016-10-13	JUDITH RYCUS	2016-10-13
001	2014-01-01	JUDITH RYCUS	2015-10-07
001	2013-01-01	JUDITH RYCUS	2014-10-07
001	2012-01-01	JUDITH RYCUS	2013-09-30
001	2011-01-01	JUDITH RYCUS	2012-09-25
001	2010-01-01	JUDITH RYCUS	2011-09-23

Plan Statistics for INSTITUTE FOR HUMAN SERVICES RETIREMENT TRUST

Measure	Date	Value
2017: INSTITUTE FOR HUMAN SERVICES RETIREMENT TRUST 2017 401k membership
Market value of plan assets	2017-12-31	296,233
Acturial value of plan assets	2017-12-31	296,233
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	215,855
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	215,855
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	215,855
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	17,648
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	17,648
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	17,648
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: INSTITUTE FOR HUMAN SERVICES RETIREMENT TRUST 2016 401k membership
Market value of plan assets	2016-12-31	284,377
Acturial value of plan assets	2016-12-31	284,377
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	190,186
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	190,186
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	190,186
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	16,942
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	16,942
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	17,648
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	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	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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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• INSTITUTE FOR THE ADVANCEMENT OF MINORITY HEALTH 401K [EIN = 834631016]
• INSTITUTE FOR FUTURE INTELLIGENCE 403(B) RETIREMENT PLAN [EIN = 851383592]
• INSTITUTE FOR INTEGRATIVE NUTRITION [EIN = 133693890]
• INSTITUTE FOR SPECIALIZED MEDI 401(K) PROFIT SHARING PLAN & TRUST [EIN = 352301154]
• INSTITUTE FOR PUBLIC HEALTH INNOVATION HEALTH & WELFARE PLAN [EIN = 463039129]
• INSTITUTE FOR EDUCATION INNOVATION 401(K) PLAN [EIN = 824283011]
• INSTITUTE FOR HUMAN EXCELLENCE 401K PLAN [EIN = 271148162]
• INSTITUTE FOR LEAN SYSTEMS CBS BENEFIT PLAN [EIN = 205140638]
• INSTITUTE FOR ECOLOGICAL CIVILIZATION 401(K) PLAN [EIN = 812533082]
• INSTITUTE FOR FUNCTIONAL HEALTH 401(K) PLAN [EIN = 272603967]
• INSTITUTE FOR ARTS AND CULTURE 401K PLAN [EIN = 271021162]
• INSTITUTE FOR HYPERTENSION 401K PLAN [EIN = 208397093]
• INSTITUTE FOR STRATEGIC DIALOGUE 401(K) PLAN [EIN = 271282489]
• INSTITUTE FOR THE ADV. OF PSYCHOTHERAPY [EIN = 811088163]
• INSTITUTE FOR PROGRESS 403(B) RETIREMENT PLAN [EIN = 872449729]
• INSTITUTE FOR ASTHMA AND ALLERGY P.C. CASH BALANCE PLAN [EIN = 521984329]
• INSTITUTE FOR RACIAL EQUITY AND EXCELLENCE 401(K) PLAN [EIN = 810928854]

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