401k Plan data: CAPITOL COUNSEL, LLC CASH BALANCE PLAN plan

CAPITOL COUNSEL, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	CAPITOL COUNSEL, LLC CASH BALANCE PLAN
Plan identification number	002

CAPITOL COUNSEL, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPITOL COUNSEL, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAPITOL COUNSEL, LLC

Employer identification number (EIN): 208043889

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL COUNSEL, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TRACEY GRAY 2023-07-12
002 2021-01-01 TRACEY GRAY 2022-10-13
002 2020-01-01 TRACEY GRAY 2021-10-15
002 2019-01-01 TRACEY GRAY 2020-10-06
002 2018-01-01 TRACEY GRAY 2019-10-15
002 2017-01-01 TRACEY GRAY 2018-06-19
002 2016-01-01 TRACEY GRAY 2017-07-31
002 2015-01-01 TRACEY GRAY 2016-09-30
002 2014-01-01 TRACEY GRAY 2015-09-30
002 2013-01-01 TRACEY GRAY 2014-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	TRACEY GRAY	2023-07-12
002	2021-01-01	TRACEY GRAY	2022-10-13
002	2020-01-01	TRACEY GRAY	2021-10-15
002	2019-01-01	TRACEY GRAY	2020-10-06
002	2018-01-01	TRACEY GRAY	2019-10-15
002	2017-01-01	TRACEY GRAY	2018-06-19
002	2016-01-01	TRACEY GRAY	2017-07-31
002	2015-01-01	TRACEY GRAY	2016-09-30
002	2014-01-01	TRACEY GRAY	2015-09-30
002	2013-01-01	TRACEY GRAY	2014-07-30

Plan Statistics for CAPITOL COUNSEL, LLC CASH BALANCE PLAN

401k plan membership statisitcs for CAPITOL COUNSEL, LLC CASH BALANCE PLAN

Measure Date Value
2022: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,877,096
Acturial value of plan assets 2022-12-31 6,877,096
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 30,851
Active participant vested funding target 2022-12-31 6,739,063
Number of active participants 2022-12-31 17
Total funding liabilities for active participants 2022-12-31 6,740,772
Total participant count 2022-12-31 22
Total funding target for all participants 2022-12-31 6,771,623
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 377,925
Prefunding balanced used to offset prior years funding requirement 2022-12-31 377,925
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 411,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 430,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 430,466
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 430,466
Total employer contributions 2022-12-31 1,031,675
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 958,102
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 667,569
Net shortfall amortization installment of oustanding balance 2022-12-31 324,993
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 697,602
Prefunding balance elected to use to offset funding requirement 2022-12-31 430,466
Additional cash requirement 2022-12-31 267,136
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 958,102
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,591,991
Acturial value of plan assets 2021-12-31 5,591,991
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 28,249
Active participant vested funding target 2021-12-31 5,522,542
Number of active participants 2021-12-31 17
Total funding liabilities for active participants 2021-12-31 5,523,336
Total participant count 2021-12-31 22
Total funding target for all participants 2021-12-31 5,551,585
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 391,146
Prefunding balanced used to offset prior years funding requirement 2021-12-31 391,146
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 354,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 377,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 377,925
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 377,925
Total employer contributions 2021-12-31 1,100,000
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,016,601
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 911,477
Net shortfall amortization installment of oustanding balance 2021-12-31 337,519
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 983,283
Prefunding balance elected to use to offset funding requirement 2021-12-31 377,925
Additional cash requirement 2021-12-31 605,358
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,016,601
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,384,059
Acturial value of plan assets 2020-12-31 4,384,059
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 29,150
Active participant vested funding target 2020-12-31 4,407,419
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 4,407,419
Total participant count 2020-12-31 19
Total funding target for all participants 2020-12-31 4,436,569
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 266,549
Prefunding balanced used to offset prior years funding requirement 2020-12-31 266,549
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 436,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 474,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 474,728
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 83,582
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 391,146
Total employer contributions 2020-12-31 1,000,000
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 916,871
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 875,338
Net shortfall amortization installment of oustanding balance 2020-12-31 443,657
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 953,557
Prefunding balance elected to use to offset funding requirement 2020-12-31 391,146
Additional cash requirement 2020-12-31 562,411
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 916,871
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,215,944
Acturial value of plan assets 2019-12-31 3,215,944
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 21,784
Active participant vested funding target 2019-12-31 3,254,722
Number of active participants 2019-12-31 16
Total funding liabilities for active participants 2019-12-31 3,255,321
Total participant count 2019-12-31 19
Total funding target for all participants 2019-12-31 3,277,105
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 564,708
Prefunding balanced used to offset prior years funding requirement 2019-12-31 564,708
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 415,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 413,319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 413,319
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 146,770
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 266,549
Total employer contributions 2019-12-31 897,500
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 814,507
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 591,404
Net shortfall amortization installment of oustanding balance 2019-12-31 327,710
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 644,653
Prefunding balance elected to use to offset funding requirement 2019-12-31 266,549
Additional cash requirement 2019-12-31 378,104
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 814,507
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,023,164
Acturial value of plan assets 2018-12-31 4,023,164
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 19,968
Active participant vested funding target 2018-12-31 3,768,597
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 3,769,158
Total participant count 2018-12-31 17
Total funding target for all participants 2018-12-31 3,789,126
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 265,537
Prefunding balanced used to offset prior years funding requirement 2018-12-31 265,537
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 537,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 564,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 564,708
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 564,708
Total employer contributions 2018-12-31 540,000
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 495,522
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 582,390
Net shortfall amortization installment of oustanding balance 2018-12-31 330,670
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 644,751
Prefunding balance elected to use to offset funding requirement 2018-12-31 564,708
Additional cash requirement 2018-12-31 80,043
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 495,522
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,832,003
Acturial value of plan assets 2017-12-31 2,832,003
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 16,933
Active participant vested funding target 2017-12-31 2,818,766
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 2,834,696
Total participant count 2017-12-31 18
Total funding target for all participants 2017-12-31 2,851,629
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 8,349
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 8,349
Present value of excess contributions 2017-12-31 246,282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 259,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 259,852
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 2,977
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 265,537
Total employer contributions 2017-12-31 1,100,000
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,021,668
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 700,790
Net shortfall amortization installment of oustanding balance 2017-12-31 285,163
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 750,026
Prefunding balance elected to use to offset funding requirement 2017-12-31 265,537
Additional cash requirement 2017-12-31 484,489
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,021,668
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,088,204
Acturial value of plan assets 2016-12-31 2,088,204
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 224,967
Active participant vested funding target 2016-12-31 1,963,789
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 1,978,867
Total participant count 2016-12-31 15
Total funding target for all participants 2016-12-31 2,203,834
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 19,916
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 11,408
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 8,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 8,349
Total employer contributions 2016-12-31 917,879
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 828,122
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 561,356
Net shortfall amortization installment of oustanding balance 2016-12-31 123,979
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 581,840
Additional cash requirement 2016-12-31 581,840
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 828,122
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,877,096
Acturial value of plan assets	2022-12-31	6,877,096
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	30,851
Active participant vested funding target	2022-12-31	6,739,063
Number of active participants	2022-12-31	17
Total funding liabilities for active participants	2022-12-31	6,740,772
Total participant count	2022-12-31	22
Total funding target for all participants	2022-12-31	6,771,623
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	377,925
Prefunding balanced used to offset prior years funding requirement	2022-12-31	377,925
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	411,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	430,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	430,466
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	430,466
Total employer contributions	2022-12-31	1,031,675
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	958,102
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	667,569
Net shortfall amortization installment of oustanding balance	2022-12-31	324,993
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	697,602
Prefunding balance elected to use to offset funding requirement	2022-12-31	430,466
Additional cash requirement	2022-12-31	267,136
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	958,102
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,591,991
Acturial value of plan assets	2021-12-31	5,591,991
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	28,249
Active participant vested funding target	2021-12-31	5,522,542
Number of active participants	2021-12-31	17
Total funding liabilities for active participants	2021-12-31	5,523,336
Total participant count	2021-12-31	22
Total funding target for all participants	2021-12-31	5,551,585
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	391,146
Prefunding balanced used to offset prior years funding requirement	2021-12-31	391,146
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	354,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	377,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	377,925
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	377,925
Total employer contributions	2021-12-31	1,100,000
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,016,601
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	911,477
Net shortfall amortization installment of oustanding balance	2021-12-31	337,519
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	983,283
Prefunding balance elected to use to offset funding requirement	2021-12-31	377,925
Additional cash requirement	2021-12-31	605,358
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,016,601
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,384,059
Acturial value of plan assets	2020-12-31	4,384,059
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	29,150
Active participant vested funding target	2020-12-31	4,407,419
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	4,407,419
Total participant count	2020-12-31	19
Total funding target for all participants	2020-12-31	4,436,569
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	266,549
Prefunding balanced used to offset prior years funding requirement	2020-12-31	266,549
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	436,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	474,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	474,728
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	83,582
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	391,146
Total employer contributions	2020-12-31	1,000,000
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	916,871
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	875,338
Net shortfall amortization installment of oustanding balance	2020-12-31	443,657
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	953,557
Prefunding balance elected to use to offset funding requirement	2020-12-31	391,146
Additional cash requirement	2020-12-31	562,411
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	916,871
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,215,944
Acturial value of plan assets	2019-12-31	3,215,944
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	21,784
Active participant vested funding target	2019-12-31	3,254,722
Number of active participants	2019-12-31	16
Total funding liabilities for active participants	2019-12-31	3,255,321
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	3,277,105
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	564,708
Prefunding balanced used to offset prior years funding requirement	2019-12-31	564,708
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	415,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	413,319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	413,319
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	146,770
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	266,549
Total employer contributions	2019-12-31	897,500
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	814,507
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	591,404
Net shortfall amortization installment of oustanding balance	2019-12-31	327,710
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	644,653
Prefunding balance elected to use to offset funding requirement	2019-12-31	266,549
Additional cash requirement	2019-12-31	378,104
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	814,507
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,023,164
Acturial value of plan assets	2018-12-31	4,023,164
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	19,968
Active participant vested funding target	2018-12-31	3,768,597
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	3,769,158
Total participant count	2018-12-31	17
Total funding target for all participants	2018-12-31	3,789,126
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	265,537
Prefunding balanced used to offset prior years funding requirement	2018-12-31	265,537
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	537,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	564,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	564,708
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	564,708
Total employer contributions	2018-12-31	540,000
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	495,522
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	582,390
Net shortfall amortization installment of oustanding balance	2018-12-31	330,670
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	644,751
Prefunding balance elected to use to offset funding requirement	2018-12-31	564,708
Additional cash requirement	2018-12-31	80,043
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	495,522
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,832,003
Acturial value of plan assets	2017-12-31	2,832,003
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	16,933
Active participant vested funding target	2017-12-31	2,818,766
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	2,834,696
Total participant count	2017-12-31	18
Total funding target for all participants	2017-12-31	2,851,629
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	8,349
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	8,349
Present value of excess contributions	2017-12-31	246,282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	259,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	259,852
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	2,977
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	265,537
Total employer contributions	2017-12-31	1,100,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,021,668
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	700,790
Net shortfall amortization installment of oustanding balance	2017-12-31	285,163
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	750,026
Prefunding balance elected to use to offset funding requirement	2017-12-31	265,537
Additional cash requirement	2017-12-31	484,489
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,021,668
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAPITOL COUNSEL, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,088,204
Acturial value of plan assets	2016-12-31	2,088,204
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	224,967
Active participant vested funding target	2016-12-31	1,963,789
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	1,978,867
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	2,203,834
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	19,916
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	11,408
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	8,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	8,349
Total employer contributions	2016-12-31	917,879
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	828,122
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	561,356
Net shortfall amortization installment of oustanding balance	2016-12-31	123,979
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	581,840
Additional cash requirement	2016-12-31	581,840
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	828,122
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CAPITOL COUNSEL, LLC
Employer identification number (EIN):	208043889
NAIC Classification:	541190