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WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:WILL FERGUSON & ASSOCIATES, INC.
Employer identification number (EIN):850310950
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL MARSH2023-09-13
0012021-01-01MICHAEL MARSH2022-10-10
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM FERGUSON WILLIAM FERGUSON2018-10-10
0012016-01-01WILLIAM FERGUSON WILLIAM FERGUSON2017-10-04
0012015-01-01WILLIAM FERGUSON WILLIAM FERGUSON2016-09-29
0012014-01-01WILLIAM S. FERGUSON WILLIAM S. FERGUSON2015-10-12
0012013-01-01WILL FERGUSON WILL FERGUSON2014-07-29
0012012-01-01WILLIAM FERGUSON WILLIAM FERGUSON2013-06-13
0012011-01-01WILLIAM FERGUSON WILLIAM FERGUSON2012-08-08
0012010-01-01WILLIAM S. FERGUSON WILLIAM S. FERGUSON2011-10-18
0012009-01-01WILLIAM FERGUSON WILLIAM FERGUSON2010-10-13

Plan Statistics for 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
2020: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0122
Number of participants with account balances2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0131
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0132
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0128
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0127
Number of participants with account balances2018-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0126
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0126
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0127
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$518,014
Expenses. Total of all expenses incurred2020-12-31$73,049
Benefits paid (including direct rollovers)2020-12-31$73,049
Total plan assets at end of year2020-12-31$4,474,284
Total plan assets at beginning of year2020-12-31$4,029,319
Value of fidelity bond covering the plan2020-12-31$420,000
Total contributions received or receivable from participants2020-12-31$182,204
Assets. Value of loans (other than to participants)2020-12-31$50,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$251,870
Noncash contributions received2020-12-31$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 loans2020-12-31$4,089
Assets. Value of assets in partnership/joint-venture interests2020-12-31$5,000
Total contributions received or receivable from employer(s)2020-12-31$83,940
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
2019 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$702,695
Expenses. Total of all expenses incurred2019-12-31$157,094
Benefits paid (including direct rollovers)2019-12-31$157,094
Total plan assets at end of year2019-12-31$4,029,319
Total plan assets at beginning of year2019-12-31$3,483,718
Value of fidelity bond covering the plan2019-12-31$370,000
Total contributions received or receivable from participants2019-12-31$172,878
Assets. Value of loans (other than to participants)2019-12-31$50,000
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$469,004
Noncash contributions received2019-12-31$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 loans2019-12-31$5,468
Assets. Value of assets in partnership/joint-venture interests2019-12-31$5,000
Total contributions received or receivable from employer(s)2019-12-31$60,813
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
2018 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$123,251
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$3,483,718
Total plan assets at beginning of year2018-12-31$3,360,467
Value of fidelity bond covering the plan2018-12-31$370,000
Total contributions received or receivable from participants2018-12-31$139,618
Assets. Value of loans (other than to participants)2018-12-31$50,000
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-70,886
Noncash contributions received2018-12-31$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 loans2018-12-31$51,569
Assets. Value of assets in partnership/joint-venture interests2018-12-31$5,000
Total contributions received or receivable from employer(s)2018-12-31$54,519
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 securities2018-12-31$0
2017 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$639,847
Expenses. Total of all expenses incurred2017-12-31$57,305
Benefits paid (including direct rollovers)2017-12-31$41,000
Total plan assets at end of year2017-12-31$3,360,467
Total plan assets at beginning of year2017-12-31$2,777,925
Value of fidelity bond covering the plan2017-12-31$677,400
Total contributions received or receivable from participants2017-12-31$134,468
Assets. Value of loans (other than to participants)2017-12-31$50,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$458,937
Noncash contributions received2017-12-31$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 interests2017-12-31$10,000
Total contributions received or receivable from employer(s)2017-12-31$46,442
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 securities2017-12-31$0
2016 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$521,490
Expenses. Total of all expenses incurred2016-12-31$182,198
Benefits paid (including direct rollovers)2016-12-31$180,389
Total plan assets at end of year2016-12-31$2,777,925
Total plan assets at beginning of year2016-12-31$2,438,633
Value of fidelity bond covering the plan2016-12-31$677,400
Total contributions received or receivable from participants2016-12-31$143,164
Assets. Value of loans (other than to participants)2016-12-31$50,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$318,732
Noncash contributions received2016-12-31$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 loans2016-12-31$0
Assets. Value of assets in partnership/joint-venture interests2016-12-31$20,000
Total contributions received or receivable from employer(s)2016-12-31$59,594
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 securities2016-12-31$0
2015 : WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$56,151
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,438,633
Total plan assets at beginning of year2015-12-31$2,382,482
Value of fidelity bond covering the plan2015-12-31$677,400
Total contributions received or receivable from participants2015-12-31$129,342
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-117,430
Noncash contributions received2015-12-31$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 loans2015-12-31$21,307
Assets. Value of assets in partnership/joint-venture interests2015-12-31$20,000
Total contributions received or receivable from employer(s)2015-12-31$44,239
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$155,740
Expenses. Total of all expenses incurred2014-12-31$580,005
Benefits paid (including direct rollovers)2014-12-31$576,153
Total plan assets at end of year2014-12-31$2,382,482
Total plan assets at beginning of year2014-12-31$2,806,747
Value of fidelity bond covering the plan2014-12-31$677,400
Total contributions received or receivable from participants2014-12-31$124,008
Assets. Value of loans (other than to participants)2014-12-31$143,037
Expenses. Other expenses not covered elsewhere2014-12-31$0
Other income received2014-12-31$-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 year2014-12-31$81,141
Assets. Value of assets in partnership/joint-venture interests2014-12-31$44,000
Total contributions received or receivable from employer(s)2014-12-31$55,205
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$376,665
Expenses. Total of all expenses incurred2013-12-31$68,546
Benefits paid (including direct rollovers)2013-12-31$50,335
Total plan assets at end of year2013-12-31$2,806,747
Total plan assets at beginning of year2013-12-31$2,498,628
Value of fidelity bond covering the plan2013-12-31$677,400
Total contributions received or receivable from participants2013-12-31$106,429
Assets. Value of loans (other than to participants)2013-12-31$280,789
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$176,793
Noncash contributions received2013-12-31$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 interests2013-12-31$45,000
Total contributions received or receivable from employer(s)2013-12-31$93,443
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$445,508
Expenses. Total of all expenses incurred2012-12-31$54,531
Benefits paid (including direct rollovers)2012-12-31$872
Total plan assets at end of year2012-12-31$2,498,628
Total plan assets at beginning of year2012-12-31$2,107,651
Value of fidelity bond covering the plan2012-12-31$677,400
Total contributions received or receivable from participants2012-12-31$103,451
Assets. Value of loans (other than to participants)2012-12-31$284,521
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$199,625
Noncash contributions received2012-12-31$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 interests2012-12-31$100,000
Total contributions received or receivable from employer(s)2012-12-31$142,432
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$165,424
Expenses. Total of all expenses incurred2011-12-31$6,227
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,107,651
Total plan assets at beginning of year2011-12-31$1,948,454
Value of fidelity bond covering the plan2011-12-31$677,400
Total contributions received or receivable from participants2011-12-31$90,344
Assets. Value of loans (other than to participants)2011-12-31$239,780
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-74,816
Noncash contributions received2011-12-31$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 interests2011-12-31$115,000
Total contributions received or receivable from employer(s)2011-12-31$149,896
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$173,500
Expenses. Total of all expenses incurred2010-12-31$4,752
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,948,454
Total plan assets at beginning of year2010-12-31$1,779,706
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$74,669
Assets. Value of loans (other than to participants)2010-12-31$90,652
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$53,130
Noncash contributions received2010-12-31$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 interests2010-12-31$120,000
Total contributions received or receivable from employer(s)2010-12-31$45,701
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2020: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILL FERGUSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR4M
Policy instance 1
Insurance contract or identification numberGAP-CP-FR4M
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FR4M
Policy instance 1
Insurance contract or identification numberGAP-CP-FR4M
Number of Individuals Covered27
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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