FERGUSON & MCCANN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FERGUSON & MCCANN, INC., 401(K) PLAN
| Measure | Date | Value |
|---|
| 2014: FERGUSON & MCCANN, INC., 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2 |
| Total of all active and inactive participants | 2014-07-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 24 |
| Number of participants with account balances | 2014-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: FERGUSON & MCCANN, INC., 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 23 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 23 |
| Number of participants with account balances | 2013-07-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: FERGUSON & MCCANN, INC., 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 21 |
| Number of participants with account balances | 2012-07-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: FERGUSON & MCCANN, INC., 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 22 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 4 |
| Total of all active and inactive participants | 2011-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 26 |
| Number of participants with account balances | 2011-07-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: FERGUSON & MCCANN, INC., 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 22 |
| Number of participants with account balances | 2009-07-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : FERGUSON & MCCANN, INC., 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $74,694 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $14,085 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $1,172 |
| Total plan assets at end of year | 2015-06-30 | $1,160,479 |
| Total plan assets at beginning of year | 2015-06-30 | $1,099,870 |
| Value of fidelity bond covering the plan | 2015-06-30 | $110,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $27,435 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $12,913 |
| Other income received | 2015-06-30 | $24,634 |
| Net income (gross income less expenses) | 2015-06-30 | $60,609 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,160,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,099,870 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $22,625 |
| 2014 : FERGUSON & MCCANN, INC., 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $206,491 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $51,681 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $39,557 |
| Total plan assets at end of year | 2014-06-30 | $1,099,870 |
| Total plan assets at beginning of year | 2014-06-30 | $945,060 |
| Value of fidelity bond covering the plan | 2014-06-30 | $110,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $26,150 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $12,124 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $157,477 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $154,810 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,099,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $945,060 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $22,864 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : FERGUSON & MCCANN, INC., 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $143,073 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $13,760 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $3,029 |
| Total plan assets at end of year | 2013-06-30 | $945,060 |
| Total plan assets at beginning of year | 2013-06-30 | $815,747 |
| Value of fidelity bond covering the plan | 2013-06-30 | $70,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $20,275 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $10,731 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $103,302 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $129,313 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $945,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $815,747 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $19,496 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : FERGUSON & MCCANN, INC., 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $26,586 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $9,497 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $0 |
| Total plan assets at end of year | 2012-06-30 | $815,747 |
| Total plan assets at beginning of year | 2012-06-30 | $798,658 |
| Value of fidelity bond covering the plan | 2012-06-30 | $70,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $15,875 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $9,497 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-4,771 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $17,089 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $815,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $798,658 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $15,482 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| 2011 : FERGUSON & MCCANN, INC., 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $171,873 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $8,795 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $798,658 |
| Total plan assets at beginning of year | 2011-06-30 | $635,580 |
| Value of fidelity bond covering the plan | 2011-06-30 | $70,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $21,375 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $129,191 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $163,078 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $798,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $635,580 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $21,307 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $8,795 |
| 2014: FERGUSON & MCCANN, INC., 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FERGUSON & MCCANN, INC., 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FERGUSON & MCCANN, INC., 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FERGUSON & MCCANN, INC., 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FERGUSON & MCCANN, INC., 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 73999 |
| Policy instance | 1 |
| Insurance contract or identification number | 73999 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $552,304 | | Total amount of fees paid to insurance company | USD $50 | | Commission paid to Insurance Broker | USD $552,304 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 50 | | Insurance broker name | TURNING POINT ASSOCIATES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 73999 |
| Policy instance | 1 |
| Insurance contract or identification number | 73999 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $4,588 | | Total amount of fees paid to insurance company | USD $100 | | Are there contracts with allocated funds for individual policies? | No | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $4,588 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 100 | | Additional information about fees paid to insurance broker | TPA | | Insurance broker name | FERRARA SERVICES,LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 73999 |
| Policy instance | 1 |
| Insurance contract or identification number | 73999 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $4,407 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $4,407 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURIAN FINANCIAL SERVICES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 73999 |
| Policy instance | 1 |
| Insurance contract or identification number | 73999 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $4,176 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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? | No | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 73999 |
| Policy instance | 1 |
| Insurance contract or identification number | 73999 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $3,456 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $3,456 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURIAN FINANCIAL SERVICES, INC. |
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