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| Plan Name | FERGUSON & SMITH MONEY PURCHASE PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | RONALD R. FERGUSON, CPA PA |
| Employer identification number (EIN): | 020330698 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2006-04-01 | RONALD FERGUSON |
| Measure | Date | Value |
|---|---|---|
| 2006: FERGUSON & SMITH MONEY PURCHASE PLAN 2006 401k membership | ||
| Total participants, beginning-of-year | 2006-04-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-04-01 | 0 |
| Number of retired or separated participants receiving benefits | 2006-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-04-01 | 0 |
| Total of all active and inactive participants | 2006-04-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-04-01 | 0 |
| Total participants | 2006-04-01 | 0 |
| Number of participants with account balances | 2006-04-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-04-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2007 : FERGUSON & SMITH MONEY PURCHASE PLAN 2007 401k financial data | ||
| Total income from all sources | 2007-03-31 | $11,596 |
| Expenses. Total of all expenses incurred | 2007-03-31 | $113,517 |
| Benefits paid (including direct rollovers) | 2007-03-31 | $113,517 |
| Total plan assets at end of year | 2007-03-31 | $0 |
| Total plan assets at beginning of year | 2007-03-31 | $101,921 |
| Other income received | 2007-03-31 | $-3,346 |
| Net income (gross income less expenses) | 2007-03-31 | $-101,921 |
| Net plan assets at end of year (total assets less liabilities) | 2007-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-03-31 | $101,921 |
| Total contributions received or receivable from employer(s) | 2007-03-31 | $14,942 |
| 2006: FERGUSON & SMITH MONEY PURCHASE PLAN 2006 form 5500 responses | ||
|---|---|---|
| 2006-04-01 | Type of plan entity | Single employer plan |
| 2006-04-01 | Submission has been amended | Yes |
| 2006-04-01 | This submission is the final filing | Yes |
| 2006-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-04-01 | Plan is a collectively bargained plan | No |
| 2006-04-01 | Plan funding arrangement – Trust | Yes |
| 2006-04-01 | Plan benefit arrangement - Trust | Yes |
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