401k Plan data: FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN plan

FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN
Plan identification number	001

FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

FERGUSON & MCGUIRE, INC. has sponsored the creation of one or more 401k plans.

Company Name: FERGUSON & MCGUIRE, INC.

Employer identification number (EIN): 060996221

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANDREA EVANS 2023-10-16 ANDREA EVANS 2023-10-16
001 2021-01-01 ANDREA EVANS 2022-10-11 ANDREA EVANS 2022-10-11
001 2021-01-01 ANDREA EVANS 2023-10-16 ANDREA EVANS 2023-10-16
001 2020-01-01 ANDREA EVANS 2021-10-13 ANDREA EVANS 2021-10-13
001 2019-01-01 SUSAN MCNULTY 2020-10-05 SUSAN MCNULTY 2020-10-05
001 2018-01-01 ANTHONY J DEFILIO 2019-07-22 ANTHONY J DEFILIO 2019-07-22
001 2017-01-01 SUSAN MCNULTY 2018-10-15 SUSAN MCNULTY 2018-10-15
001 2016-01-01 SUE MCNULTY 2017-10-16 SUE MCNULTY 2017-10-16
001 2015-01-01 SEAN W. THOMAS, ERPA 2016-10-17
001 2014-01-01 JOHN MCGUIRE
001 2013-01-01 JOHN F. MCGUIRE 2014-04-28
001 2012-01-01 JOHN F. MCGUIRE 2013-05-20
001 2011-01-01 JOHN F. MCGUIRE 2012-03-23
001 2010-01-01 JOHN F. MCGUIRE 2011-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANDREA EVANS	2023-10-16	ANDREA EVANS	2023-10-16
001	2021-01-01	ANDREA EVANS	2022-10-11	ANDREA EVANS	2022-10-11
001	2021-01-01	ANDREA EVANS	2023-10-16	ANDREA EVANS	2023-10-16
001	2020-01-01	ANDREA EVANS	2021-10-13	ANDREA EVANS	2021-10-13
001	2019-01-01	SUSAN MCNULTY	2020-10-05	SUSAN MCNULTY	2020-10-05
001	2018-01-01	ANTHONY J DEFILIO	2019-07-22	ANTHONY J DEFILIO	2019-07-22
001	2017-01-01	SUSAN MCNULTY	2018-10-15	SUSAN MCNULTY	2018-10-15
001	2016-01-01	SUE MCNULTY	2017-10-16	SUE MCNULTY	2017-10-16
001	2015-01-01	SEAN W. THOMAS, ERPA	2016-10-17
001	2014-01-01	JOHN MCGUIRE
001	2013-01-01	JOHN F. MCGUIRE	2014-04-28
001	2012-01-01	JOHN F. MCGUIRE	2013-05-20
001	2011-01-01	JOHN F. MCGUIRE	2012-03-23
001	2010-01-01	JOHN F. MCGUIRE	2011-06-15

Plan Statistics for FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN

Measure Date Value
2014: FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 48
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 8
Total of all active and inactive participants 2014-01-01 56
Total participants 2014-01-01 56
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	48
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	8
Total of all active and inactive participants	2014-01-01	56
Total participants	2014-01-01	56
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$120,563
Expenses. Total of all expenses incurred	2014-12-31	$182,615
Benefits paid (including direct rollovers)	2014-12-31	$182,615
Total plan assets at end of year	2014-12-31	$2,041,454
Total plan assets at beginning of year	2014-12-31	$2,103,506
Total contributions received or receivable from participants	2014-12-31	$160,334
Other income received	2014-12-31	$-129,256
Net income (gross income less expenses)	2014-12-31	$-62,052
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,041,454
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,103,506
Assets. Value of participant loans	2014-12-31	$67,671
Total contributions received or receivable from employer(s)	2014-12-31	$89,485

Form 5500 Responses for FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN

2014: FERGUSON & MCGUIRE, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	FERGUSON & MCGUIRE, INC.
Employer identification number (EIN):	060996221
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages