401k Plan data: OCTO CONSULTING GROUP 401K PLAN plan

OCTO CONSULTING GROUP 401K PLAN 401k Plan overview

Plan Name	OCTO CONSULTING GROUP 401K PLAN
Plan identification number	001

OCTO CONSULTING GROUP 401K 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

OCTO CONSULTING GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: OCTO CONSULTING GROUP, LLC

Employer identification number (EIN): 204658157

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCTO CONSULTING GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01
001 2024-01-01 DEBORA M REED
001 2023-01-01
001 2023-01-01 DEBORA M. REED
001 2022-01-01
001 2022-01-01 DEBORA REED
001 2021-01-01
001 2021-01-01 DEBORA REED
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARY MUSCARELLA
001 2017-01-01 MARY MUSCARELLA
001 2016-01-01 JANICE RALEIGH
001 2016-01-01
001 2015-01-01 JENIFER E. PAPE
001 2014-01-01 JENIFER PAPE
001 2013-01-01 AMY RIGNEY-GAY 2014-07-29
001 2012-01-01 AMY RIGNEY-GAY 2013-07-30
001 2011-01-01 LAURA HOFFMAN 2012-08-17
001 2010-01-01 LAURA HOFFMAN 2011-10-14
001 2009-01-01 DIENA JOHNSTON

Plan Statistics for OCTO CONSULTING GROUP 401K PLAN

401k plan membership statisitcs for OCTO CONSULTING GROUP 401K PLAN

Measure Date Value
2024: OCTO CONSULTING GROUP 401K PLAN 2024 401k membership
Total participants, beginning-of-year 2024-01-01 2,098
Total number of active participants reported on line 7a of the Form 5500 2024-01-01 0
Number of retired or separated participants receiving benefits 2024-01-01 0
Number of other retired or separated participants entitled to future benefits 2024-01-01 0
Total of all active and inactive participants 2024-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2024-01-01 0
Total participants 2024-01-01 0
Number of participants with account balances 2024-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2024-01-01 0
2023: OCTO CONSULTING GROUP 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 994
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,560
Number of retired or separated participants receiving benefits 2023-01-01 10
Number of other retired or separated participants entitled to future benefits 2023-01-01 525
Total of all active and inactive participants 2023-01-01 2,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 2,098
Number of participants with account balances 2023-01-01 1,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: OCTO CONSULTING GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 761
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 797
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 196
Total of all active and inactive participants 2022-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 994
Number of participants with account balances 2022-01-01 807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 93
2021: OCTO CONSULTING GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 640
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 503
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 167
Total of all active and inactive participants 2021-01-01 670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 671
Number of participants with account balances 2021-01-01 554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 48
2020: OCTO CONSULTING GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 505
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 132
Total of all active and inactive participants 2020-01-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 637
Number of participants with account balances 2020-01-01 523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 55
2019: OCTO CONSULTING GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 536
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 460
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 130
Total of all active and inactive participants 2019-01-01 590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 590
Number of participants with account balances 2019-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 53
2018: OCTO CONSULTING GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 432
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 91
Total of all active and inactive participants 2018-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 524
Number of participants with account balances 2018-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: OCTO CONSULTING GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 290
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 358
Number of participants with account balances 2017-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OCTO CONSULTING GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 205
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 68
Total of all active and inactive participants 2016-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 273
Number of participants with account balances 2016-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OCTO CONSULTING GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 162
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 56
Total of all active and inactive participants 2015-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 218
Number of participants with account balances 2015-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OCTO CONSULTING GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 165
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 32
Total of all active and inactive participants 2014-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 197
Number of participants with account balances 2014-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2009: OCTO CONSULTING GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
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 0
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2024: OCTO CONSULTING GROUP 401K PLAN 2024 401k membership
Total participants, beginning-of-year	2024-01-01	2,098
Total number of active participants reported on line 7a of the Form 5500	2024-01-01	0
Number of retired or separated participants receiving benefits	2024-01-01	0
Number of other retired or separated participants entitled to future benefits	2024-01-01	0
Total of all active and inactive participants	2024-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2024-01-01	0
Total participants	2024-01-01	0
Number of participants with account balances	2024-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2024-01-01	0
2023: OCTO CONSULTING GROUP 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	994
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,560
Number of retired or separated participants receiving benefits	2023-01-01	10
Number of other retired or separated participants entitled to future benefits	2023-01-01	525
Total of all active and inactive participants	2023-01-01	2,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	2,098
Number of participants with account balances	2023-01-01	1,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: OCTO CONSULTING GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	761
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	797
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	196
Total of all active and inactive participants	2022-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	994
Number of participants with account balances	2022-01-01	807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	93
2021: OCTO CONSULTING GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	640
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	503
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	167
Total of all active and inactive participants	2021-01-01	670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	671
Number of participants with account balances	2021-01-01	554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	48
2020: OCTO CONSULTING GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	505
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	132
Total of all active and inactive participants	2020-01-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	637
Number of participants with account balances	2020-01-01	523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	55
2019: OCTO CONSULTING GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	536
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	460
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	130
Total of all active and inactive participants	2019-01-01	590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	590
Number of participants with account balances	2019-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	53
2018: OCTO CONSULTING GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	432
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	91
Total of all active and inactive participants	2018-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	524
Number of participants with account balances	2018-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: OCTO CONSULTING GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	290
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	358
Number of participants with account balances	2017-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OCTO CONSULTING GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	205
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	68
Total of all active and inactive participants	2016-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	273
Number of participants with account balances	2016-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OCTO CONSULTING GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	162
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	56
Total of all active and inactive participants	2015-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	218
Number of participants with account balances	2015-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OCTO CONSULTING GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	165
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	32
Total of all active and inactive participants	2014-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	197
Number of participants with account balances	2014-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2009: OCTO CONSULTING GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
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	0
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OCTO CONSULTING GROUP 401K PLAN

Measure	Date	Value
2024 : OCTO CONSULTING GROUP 401K PLAN 2024 401k financial data
Total transfer of assets to this plan	2024-04-16	$0
Total transfer of assets from this plan	2024-04-16	$129,357,535
Total income from all sources (including contributions)	2024-04-16	$4,072,676
Total of all expenses incurred	2024-04-16	$9,381,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2024-04-16	$9,290,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2024-04-16	$43,477
Value of total assets at beginning of year	2024-04-16	$134,666,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2024-04-16	$90,334
Total interest from all sources	2024-04-16	$35,358
Total dividends received (eg from common stock, registered investment company shares)	2024-04-16	$110,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2024-04-16	No
Total dividends received from registered investment company shares (eg mutual funds)	2024-04-16	$110,781
Was this plan covered by a fidelity bond	2024-04-16	Yes
Value of fidelity bond cover	2024-04-16	$500,000
If this is an individual account plan, was there a blackout period	2024-04-16	No
Were there any nonexempt tranactions with any party-in-interest	2024-04-16	No
Participant contributions at beginning of year	2024-04-16	$1,555,602
Income. Received or receivable in cash from other sources (including rollovers)	2024-04-16	$43,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2024-04-16	No
Value of net income/loss	2024-04-16	$-5,308,538
Value of net assets at beginning of year (total assets less liabilities)	2024-04-16	$134,666,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2024-04-16	No
Were any loans by the plan or fixed income obligations due to the plan in default	2024-04-16	No
Were any leases to which the plan was party in default or uncollectible	2024-04-16	No
Investment advisory and management fees	2024-04-16	$20,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2024-04-16	$28,860,084
Interest on participant loans	2024-04-16	$33,280
Interest earned on other investments	2024-04-16	$2,078
Value of interest in master investment trust accounts at beginning of year	2024-04-16	$0
Value of interest in common/collective trusts at beginning of year	2024-04-16	$103,541,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2024-04-16	$709,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2024-04-16	$1,316,907
Net investment gain/loss from pooled separate accounts	2024-04-16	$0
Net investment gain or loss from common/collective trusts	2024-04-16	$2,566,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2024-04-16	No
Was there a failure to transmit to the plan any participant contributions	2024-04-16	No
Has the plan failed to provide any benefit when due under the plan	2024-04-16	No
Income. Dividends from preferred stock	2024-04-16	$0
Income. Dividends from common stock	2024-04-16	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2024-04-16	$9,290,880
Contract administrator fees	2024-04-16	$0
Did the plan have assets held for investment	2024-04-16	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	2024-04-16	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2024-04-16	Yes
Opinion of an independent qualified public accountant for this plan	2024-04-16	Unqualified
Accountancy firm name	2024-04-16	APRIO LLP
Accountancy firm EIN	2024-04-16	571157523
Total transfer of assets to this plan	2024-01-01	$0
Total transfer of assets from this plan	2024-01-01	$129,357,535
Total income from all sources (including contributions)	2024-01-01	$4,072,676
Total of all expenses incurred	2024-01-01	$9,381,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2024-01-01	$9,290,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2024-01-01	$43,477
Value of total assets at beginning of year	2024-01-01	$134,666,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2024-01-01	$90,334
Total interest from all sources	2024-01-01	$35,358
Total dividends received (eg from common stock, registered investment company shares)	2024-01-01	$110,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2024-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2024-01-01	$110,781
Was this plan covered by a fidelity bond	2024-01-01	Yes
Value of fidelity bond cover	2024-01-01	$500,000
If this is an individual account plan, was there a blackout period	2024-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2024-01-01	No
Participant contributions at beginning of year	2024-01-01	$1,555,602
Income. Received or receivable in cash from other sources (including rollovers)	2024-01-01	$43,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2024-01-01	No
Value of net income/loss	2024-01-01	$-5,308,538
Value of net assets at beginning of year (total assets less liabilities)	2024-01-01	$134,666,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2024-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2024-01-01	No
Were any leases to which the plan was party in default or uncollectible	2024-01-01	No
Investment advisory and management fees	2024-01-01	$20,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2024-01-01	$28,860,084
Interest on participant loans	2024-01-01	$33,280
Interest earned on other investments	2024-01-01	$2,078
Value of interest in master investment trust accounts at beginning of year	2024-01-01	$0
Value of interest in common/collective trusts at beginning of year	2024-01-01	$103,541,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2024-01-01	$709,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2024-01-01	$1,316,907
Net investment gain/loss from pooled separate accounts	2024-01-01	$0
Net investment gain or loss from common/collective trusts	2024-01-01	$2,566,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2024-01-01	No
Was there a failure to transmit to the plan any participant contributions	2024-01-01	No
Has the plan failed to provide any benefit when due under the plan	2024-01-01	No
Income. Dividends from preferred stock	2024-01-01	$0
Income. Dividends from common stock	2024-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2024-01-01	$9,290,880
Contract administrator fees	2024-01-01	$0
Did the plan have assets held for investment	2024-01-01	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	2024-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2024-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2024-01-01	1
Accountancy firm name	2024-01-01	APRIO LLP
Accountancy firm EIN	2024-01-01	571157523
2023 : OCTO CONSULTING GROUP 401K PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$55,489,139
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$43,119,124
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$16,218,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$16,045,210
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$8,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$27,328,363
Value of total assets at end of year	2023-12-31	$134,666,073
Value of total assets at beginning of year	2023-12-31	$52,276,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$165,318
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$100,611
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$651,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$651,832
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$16,582,382
Participant contributions at end of year	2023-12-31	$1,555,602
Participant contributions at beginning of year	2023-12-31	$704,026
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,774,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$800
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$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	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$26,900,315
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$134,666,073
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$52,276,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$80,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$28,860,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$50,220,413
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$89,489
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$11,122
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$103,541,246
Value of interest in common/collective trusts at beginning of year	2023-12-31	$95,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$709,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,257,012
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,496,496
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$11,541,822
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$7,971,953
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$16,045,210
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
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	2023-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	APRIO
Accountancy firm EIN	2023-12-31	571157523
Unrealized appreciation/depreciation of real estate assets	2023-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$0
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$55,489,139
Total transfer of assets from this plan	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$43,119,124
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$16,218,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$16,045,210
Expenses. Certain deemed distributions of participant loans	2023-01-01	$0
Value of total corrective distributions	2023-01-01	$8,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$27,328,363
Value of total assets at end of year	2023-01-01	$134,666,073
Value of total assets at beginning of year	2023-01-01	$52,276,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$165,318
Total income from rents	2023-01-01	$0
Total interest from all sources	2023-01-01	$100,611
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$651,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$651,832
Assets. Real estate other than employer real property at end of year	2023-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$0
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$16,582,382
Participant contributions at end of year	2023-01-01	$1,555,602
Participant contributions at beginning of year	2023-01-01	$704,026
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$2,774,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Assets. Loans (other than to participants) at end of year	2023-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$0
Other income not declared elsewhere	2023-01-01	$0
Administrative expenses (other) incurred	2023-01-01	$800
Liabilities. Value of operating payables at end of year	2023-01-01	$0
Liabilities. Value of operating payables at beginning of year	2023-01-01	$0
Total non interest bearing cash at end of year	2023-01-01	$0
Total non interest bearing cash at beginning of year	2023-01-01	$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	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$26,900,315
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$134,666,073
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$52,276,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Investment advisory and management fees	2023-01-01	$80,661
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$28,860,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$50,220,413
Value of interest in pooled separate accounts at end of year	2023-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest on participant loans	2023-01-01	$89,489
Income. Interest from loans (other than to participants)	2023-01-01	$0
Interest earned on other investments	2023-01-01	$11,122
Income. Interest from US Government securities	2023-01-01	$0
Income. Interest from corporate debt instruments	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$103,541,246
Value of interest in common/collective trusts at beginning of year	2023-01-01	$95,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$709,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$1,257,012
Expenses. Payments to insurance carriers foe the provision of benefits	2023-01-01	$0
Asset value of US Government securities at end of year	2023-01-01	$0
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$3,496,496
Net investment gain/loss from pooled separate accounts	2023-01-01	$0
Net investment gain or loss from common/collective trusts	2023-01-01	$11,541,822
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$0
Assets. Invements in employer securities at beginning of year	2023-01-01	$0
Assets. Value of employer real property at end of year	2023-01-01	$0
Assets. Value of employer real property at beginning of year	2023-01-01	$0
Contributions received in cash from employer	2023-01-01	$7,971,953
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$0
Income. Dividends from preferred stock	2023-01-01	$0
Income. Dividends from common stock	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$16,045,210
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Contract administrator fees	2023-01-01	$0
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	2023-01-01	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$0
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	APRIO
Accountancy firm EIN	2023-01-01	571157523
2022 : OCTO CONSULTING GROUP 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$15,873,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$754,702
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,292,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,147,790
Expenses. Certain deemed distributions of participant loans	2022-12-31	$9,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,555,209
Value of total assets at end of year	2022-12-31	$52,276,619
Value of total assets at beginning of year	2022-12-31	$39,941,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$134,998
Total interest from all sources	2022-12-31	$35,924
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,506,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,506,907
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,506,904
Participant contributions at end of year	2022-12-31	$704,026
Participant contributions at beginning of year	2022-12-31	$670,927
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,323,984
Other income not declared elsewhere	2022-12-31	$134
Administrative expenses (other) incurred	2022-12-31	$134,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,537,996
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$52,276,619
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$39,941,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$50,220,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$39,270,373
Interest on participant loans	2022-12-31	$35,924
Value of interest in common/collective trusts at end of year	2022-12-31	$95,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,257,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,343,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,724,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,147,790
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	APRIO
Accountancy firm EIN	2022-12-31	571157523
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$15,873,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$754,702
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$4,292,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$4,147,790
Expenses. Certain deemed distributions of participant loans	2022-01-01	$9,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$10,555,209
Value of total assets at end of year	2022-01-01	$52,276,619
Value of total assets at beginning of year	2022-01-01	$39,941,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$134,998
Total interest from all sources	2022-01-01	$35,924
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$1,506,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$1,506,907
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$6,506,904
Participant contributions at end of year	2022-01-01	$704,026
Participant contributions at beginning of year	2022-01-01	$670,927
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$1,323,984
Other income not declared elsewhere	2022-01-01	$134
Administrative expenses (other) incurred	2022-01-01	$134,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-3,537,996
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$52,276,619
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$39,941,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$50,220,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$39,270,373
Interest on participant loans	2022-01-01	$35,924
Value of interest in common/collective trusts at end of year	2022-01-01	$95,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$1,257,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-11,343,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$2,724,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$4,147,790
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	2022-01-01	Yes
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	APRIO
Accountancy firm EIN	2022-01-01	571157523
2021 : OCTO CONSULTING GROUP 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$12,861,882
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,250,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,130,799
Expenses. Certain deemed distributions of participant loans	2021-12-31	$26,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,459,024
Value of total assets at end of year	2021-12-31	$39,941,300
Value of total assets at beginning of year	2021-12-31	$31,329,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$93,066
Total interest from all sources	2021-12-31	$31,206
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$788,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$788,110
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,965,863
Participant contributions at end of year	2021-12-31	$670,927
Participant contributions at beginning of year	2021-12-31	$448,785
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$568,399
Other income not declared elsewhere	2021-12-31	$5,180
Administrative expenses (other) incurred	2021-12-31	$93,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,611,381
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$39,941,300
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,329,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$39,270,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,881,134
Interest on participant loans	2021-12-31	$31,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,578,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,924,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,130,799
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARONSON
Accountancy firm EIN	2021-12-31	371611326
2020 : OCTO CONSULTING GROUP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,070,278
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,644,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,488,940
Expenses. Certain deemed distributions of participant loans	2020-12-31	$65,010
Value of total corrective distributions	2020-12-31	$2,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,752,235
Value of total assets at end of year	2020-12-31	$31,329,919
Value of total assets at beginning of year	2020-12-31	$24,904,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$87,856
Total interest from all sources	2020-12-31	$22,394
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$618,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$618,558
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,419,346
Participant contributions at end of year	2020-12-31	$448,785
Participant contributions at beginning of year	2020-12-31	$393,492
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$551,498
Other income not declared elsewhere	2020-12-31	$131
Administrative expenses (other) incurred	2020-12-31	$87,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,425,521
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,329,919
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,904,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,881,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,510,906
Interest on participant loans	2020-12-31	$22,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,676,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,781,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,488,940
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	ARONSON
Accountancy firm EIN	2020-12-31	371611326
2019 : OCTO CONSULTING GROUP 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,059,739
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,556,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,375,074
Expenses. Certain deemed distributions of participant loans	2019-12-31	$98,364
Value of total corrective distributions	2019-12-31	$3,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,801,040
Value of total assets at end of year	2019-12-31	$24,904,398
Value of total assets at beginning of year	2019-12-31	$17,401,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$79,234
Total interest from all sources	2019-12-31	$23,674
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$531,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$531,057
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,842,722
Participant contributions at end of year	2019-12-31	$393,492
Participant contributions at beginning of year	2019-12-31	$452,365
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,328,370
Administrative expenses (other) incurred	2019-12-31	$79,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,503,250
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,904,398
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,401,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,510,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,485,489
Interest on participant loans	2019-12-31	$23,674
Value of interest in common/collective trusts at beginning of year	2019-12-31	$463,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,695,067
Net investment gain or loss from common/collective trusts	2019-12-31	$8,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,629,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,375,074
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ARONSON
Accountancy firm EIN	2019-12-31	371611326
2018 : OCTO CONSULTING GROUP 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,086,717
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,446,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,408,267
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,755
Value of total corrective distributions	2018-12-31	$3,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,223,938
Value of total assets at end of year	2018-12-31	$17,401,148
Value of total assets at beginning of year	2018-12-31	$14,760,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,808
Total interest from all sources	2018-12-31	$13,947
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$419,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$419,432
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,709,389
Participant contributions at end of year	2018-12-31	$452,365
Participant contributions at beginning of year	2018-12-31	$257,485
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,332,852
Other income not declared elsewhere	2018-12-31	$6,926
Administrative expenses (other) incurred	2018-12-31	$31,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,640,399
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,401,148
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,760,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,485,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,028,092
Interest on participant loans	2018-12-31	$13,947
Value of interest in common/collective trusts at end of year	2018-12-31	$463,294
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,475,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,646,959
Net investment gain or loss from common/collective trusts	2018-12-31	$69,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,181,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,408,267
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ARONSON
Accountancy firm EIN	2018-12-31	371611326
2017 : OCTO CONSULTING GROUP 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$38,430
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,371,333
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,500,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,492,213
Expenses. Certain deemed distributions of participant loans	2017-12-31	$295
Value of total corrective distributions	2017-12-31	$3,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,344,596
Value of total assets at end of year	2017-12-31	$14,760,749
Value of total assets at beginning of year	2017-12-31	$9,851,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,248
Total interest from all sources	2017-12-31	$7,309
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$543,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$543,033
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,029,445
Participant contributions at end of year	2017-12-31	$257,485
Participant contributions at beginning of year	2017-12-31	$86,341
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,441,248
Administrative expenses (other) incurred	2017-12-31	$5,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,870,469
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,760,749
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,851,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,028,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,248,417
Interest on participant loans	2017-12-31	$7,309
Value of interest in common/collective trusts at end of year	2017-12-31	$3,475,172
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,517,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,061,840
Net investment gain or loss from common/collective trusts	2017-12-31	$414,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$873,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,492,213
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ARONSON
Accountancy firm EIN	2017-12-31	371611326
2016 : OCTO CONSULTING GROUP 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,642,067
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,315,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,298,200
Expenses. Certain deemed distributions of participant loans	2016-12-31	$13,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,889,873
Value of total assets at end of year	2016-12-31	$9,851,850
Value of total assets at beginning of year	2016-12-31	$7,525,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,975
Total interest from all sources	2016-12-31	$5,597
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$304,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$304,326
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,564,003
Participant contributions at end of year	2016-12-31	$86,341
Participant contributions at beginning of year	2016-12-31	$125,473
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$604,997
Administrative expenses (other) incurred	2016-12-31	$3,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,326,355
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,851,850
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,525,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,248,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,448,311
Interest on participant loans	2016-12-31	$5,597
Value of interest in common/collective trusts at end of year	2016-12-31	$2,517,092
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,951,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$207,922
Net investment gain or loss from common/collective trusts	2016-12-31	$234,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$720,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,298,200
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ARONSON
Accountancy firm EIN	2016-12-31	371611326
2015 : OCTO CONSULTING GROUP 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	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	$2,260,522
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$769,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$765,243
Value of total corrective distributions	2015-12-31	$2,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,350,150
Value of total assets at end of year	2015-12-31	$7,525,495
Value of total assets at beginning of year	2015-12-31	$6,034,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,358
Total interest from all sources	2015-12-31	$5,697
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$308,860
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	$308,860
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$1,460,908
Participant contributions at end of year	2015-12-31	$125,473
Participant contributions at beginning of year	2015-12-31	$111,719
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$224,557
Administrative expenses (other) incurred	2015-12-31	$2,358
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	$1,490,910
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,525,495
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,034,585
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	$5,448,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,268,631
Interest on participant loans	2015-12-31	$5,697
Value of interest in common/collective trusts at end of year	2015-12-31	$1,951,711
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,654,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-401,829
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$664,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$765,243
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	BDO
Accountancy firm EIN	2015-12-31	135381590
2014 : OCTO CONSULTING GROUP 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	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	$2,623,559
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$459,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$457,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,341,106
Value of total assets at end of year	2014-12-31	$6,034,585
Value of total assets at beginning of year	2014-12-31	$3,870,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,986
Total interest from all sources	2014-12-31	$1,600
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$255,514
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	$255,514
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$388,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,340,191
Participant contributions at end of year	2014-12-31	$111,719
Participant contributions at beginning of year	2014-12-31	$9,800
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$405,598
Administrative expenses (other) incurred	2014-12-31	$1,986
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	$2,164,169
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,034,585
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,870,416
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	$4,268,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,767,866
Interest on participant loans	2014-12-31	$1,600
Value of interest in common/collective trusts at end of year	2014-12-31	$1,654,235
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,092,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-76,914
Net investment gain or loss from common/collective trusts	2014-12-31	$102,253
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	No
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	$595,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$457,404
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	BDO
Accountancy firm EIN	2014-12-31	135381590
2009 : OCTO CONSULTING GROUP 401K 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 OCTO CONSULTING GROUP 401K PLAN

2024: OCTO CONSULTING GROUP 401K PLAN 2024 form 5500 responses
2024-01-01	Type of plan entity	Single employer plan
2024-01-01	Submission has been amended	No
2024-01-01	This submission is the final filing	Yes
2024-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2024-01-01	Plan is a collectively bargained plan	No
2024-01-01	Plan funding arrangement – Insurance	Yes
2024-01-01	Plan funding arrangement – Trust	Yes
2024-01-01	Plan benefit arrangement – Insurance	Yes
2024-01-01	Plan benefit arrangement - Trust	Yes
2023: OCTO CONSULTING GROUP 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: OCTO CONSULTING GROUP 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OCTO CONSULTING GROUP 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OCTO CONSULTING GROUP 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OCTO CONSULTING GROUP 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OCTO CONSULTING GROUP 401K PLAN 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	No
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: OCTO CONSULTING GROUP 401K PLAN 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: OCTO CONSULTING GROUP 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: OCTO CONSULTING GROUP 401K 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: OCTO CONSULTING GROUP 401K 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
2009: OCTO CONSULTING GROUP 401K PLAN 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

194738-01

Policy instance

Insurance contract or identification number	194738-01
Number of Individuals Covered	0
Insurance policy start date	2024-01-01
Insurance policy end date	2024-04-16
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

194738-01

Policy instance

Insurance contract or identification number	194738-01
Number of Individuals Covered	51
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61276-1

Policy instance

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370591-02

Policy instance

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Company Name:	OCTO CONSULTING GROUP, LLC
Employer identification number (EIN):	204658157
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01
001	2024-01-01	DEBORA M REED
001	2023-01-01
001	2023-01-01	DEBORA M. REED
001	2022-01-01
001	2022-01-01	DEBORA REED
001	2021-01-01
001	2021-01-01	DEBORA REED
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARY MUSCARELLA
001	2017-01-01	MARY MUSCARELLA
001	2016-01-01	JANICE RALEIGH
001	2016-01-01
001	2015-01-01	JENIFER E. PAPE
001	2014-01-01	JENIFER PAPE
001	2013-01-01	AMY RIGNEY-GAY	2014-07-29
001	2012-01-01	AMY RIGNEY-GAY	2013-07-30
001	2011-01-01	LAURA HOFFMAN	2012-08-17
001	2010-01-01	LAURA HOFFMAN	2011-10-14
001	2009-01-01	DIENA JOHNSTON