WILL FERGUSON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2020: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 22 |
Number of participants with account balances | 2020-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
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 | 8 |
Total of all active and inactive participants | 2019-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 32 |
Number of participants with account balances | 2019-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 27 |
Number of participants with account balances | 2018-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
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 | 9 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 26 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
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 | 6 |
Total of all active and inactive participants | 2016-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 24 |
Number of participants with account balances | 2016-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
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 | 8 |
Total of all active and inactive participants | 2015-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 23 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 13 |
Number of participants with account balances | 2010-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
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 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $518,014 |
Expenses. Total of all expenses incurred | 2020-12-31 | $73,049 |
Benefits paid (including direct rollovers) | 2020-12-31 | $73,049 |
Total plan assets at end of year | 2020-12-31 | $4,474,284 |
Total plan assets at beginning of year | 2020-12-31 | $4,029,319 |
Value of fidelity bond covering the plan | 2020-12-31 | $420,000 |
Total contributions received or receivable from participants | 2020-12-31 | $182,204 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $251,870 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $444,965 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,474,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,029,319 |
Assets. Value of participant loans | 2020-12-31 | $4,089 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $5,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $83,940 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $702,695 |
Expenses. Total of all expenses incurred | 2019-12-31 | $157,094 |
Benefits paid (including direct rollovers) | 2019-12-31 | $157,094 |
Total plan assets at end of year | 2019-12-31 | $4,029,319 |
Total plan assets at beginning of year | 2019-12-31 | $3,483,718 |
Value of fidelity bond covering the plan | 2019-12-31 | $370,000 |
Total contributions received or receivable from participants | 2019-12-31 | $172,878 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $469,004 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $545,601 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,029,319 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,483,718 |
Assets. Value of participant loans | 2019-12-31 | $5,468 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $5,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $60,813 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $123,251 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $3,483,718 |
Total plan assets at beginning of year | 2018-12-31 | $3,360,467 |
Value of fidelity bond covering the plan | 2018-12-31 | $370,000 |
Total contributions received or receivable from participants | 2018-12-31 | $139,618 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-70,886 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $123,251 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,483,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,360,467 |
Assets. Value of participant loans | 2018-12-31 | $51,569 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $5,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $54,519 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $639,847 |
Expenses. Total of all expenses incurred | 2017-12-31 | $57,305 |
Benefits paid (including direct rollovers) | 2017-12-31 | $41,000 |
Total plan assets at end of year | 2017-12-31 | $3,360,467 |
Total plan assets at beginning of year | 2017-12-31 | $2,777,925 |
Value of fidelity bond covering the plan | 2017-12-31 | $677,400 |
Total contributions received or receivable from participants | 2017-12-31 | $134,468 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $458,937 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $582,542 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,360,467 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,777,925 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $10,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $46,442 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,305 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $521,490 |
Expenses. Total of all expenses incurred | 2016-12-31 | $182,198 |
Benefits paid (including direct rollovers) | 2016-12-31 | $180,389 |
Total plan assets at end of year | 2016-12-31 | $2,777,925 |
Total plan assets at beginning of year | 2016-12-31 | $2,438,633 |
Value of fidelity bond covering the plan | 2016-12-31 | $677,400 |
Total contributions received or receivable from participants | 2016-12-31 | $143,164 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $318,732 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $339,292 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,777,925 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,438,633 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $20,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $59,594 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,809 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $56,151 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $2,438,633 |
Total plan assets at beginning of year | 2015-12-31 | $2,382,482 |
Value of fidelity bond covering the plan | 2015-12-31 | $677,400 |
Total contributions received or receivable from participants | 2015-12-31 | $129,342 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-117,430 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $56,151 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,438,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,382,482 |
Assets. Value of participant loans | 2015-12-31 | $21,307 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $20,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $44,239 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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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 | $155,740 |
Expenses. Total of all expenses incurred | 2014-12-31 | $580,005 |
Benefits paid (including direct rollovers) | 2014-12-31 | $576,153 |
Total plan assets at end of year | 2014-12-31 | $2,382,482 |
Total plan assets at beginning of year | 2014-12-31 | $2,806,747 |
Value of fidelity bond covering the plan | 2014-12-31 | $677,400 |
Total contributions received or receivable from participants | 2014-12-31 | $124,008 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $143,037 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-23,473 |
Net income (gross income less expenses) | 2014-12-31 | $-424,265 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,382,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,806,747 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $81,141 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $44,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $55,205 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,852 |
2013 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $376,665 |
Expenses. Total of all expenses incurred | 2013-12-31 | $68,546 |
Benefits paid (including direct rollovers) | 2013-12-31 | $50,335 |
Total plan assets at end of year | 2013-12-31 | $2,806,747 |
Total plan assets at beginning of year | 2013-12-31 | $2,498,628 |
Value of fidelity bond covering the plan | 2013-12-31 | $677,400 |
Total contributions received or receivable from participants | 2013-12-31 | $106,429 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $280,789 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $176,793 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $308,119 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,806,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,498,628 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $45,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $93,443 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $18,211 |
2012 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $445,508 |
Expenses. Total of all expenses incurred | 2012-12-31 | $54,531 |
Benefits paid (including direct rollovers) | 2012-12-31 | $872 |
Total plan assets at end of year | 2012-12-31 | $2,498,628 |
Total plan assets at beginning of year | 2012-12-31 | $2,107,651 |
Value of fidelity bond covering the plan | 2012-12-31 | $677,400 |
Total contributions received or receivable from participants | 2012-12-31 | $103,451 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $284,521 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $199,625 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $390,977 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,498,628 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,107,651 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $100,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $142,432 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $53,659 |
2011 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $165,424 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,227 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $2,107,651 |
Total plan assets at beginning of year | 2011-12-31 | $1,948,454 |
Value of fidelity bond covering the plan | 2011-12-31 | $677,400 |
Total contributions received or receivable from participants | 2011-12-31 | $90,344 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $239,780 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-74,816 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $159,197 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,107,651 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,948,454 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $115,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $149,896 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,227 |
2010 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $173,500 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,752 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,948,454 |
Total plan assets at beginning of year | 2010-12-31 | $1,779,706 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $74,669 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $90,652 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $53,130 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $168,748 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,948,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,779,706 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $120,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $45,701 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,752 |
2009 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
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: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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 |
2013: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |