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RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

RENSHAW, DAVIS AND FERGUSON, LLP has sponsored the creation of one or more 401k plans.

Company Name:RENSHAW, DAVIS AND FERGUSON, LLP
Employer identification number (EIN):752491743
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DAVID RENSHAW
0012016-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012015-01-01DAVID RENSHAW
0012015-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012014-01-01DAVID RENSHAW
0012014-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012013-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012012-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012011-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012010-01-01DAVID RENSHAW DAVID RENSHAW2017-10-09
0012009-01-01DAVID RENSHAW

Plan Statistics for RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$0
Expenses. Total of all expenses incurred2017-10-31$24,163
Benefits paid (including direct rollovers)2017-10-31$24,163
Total plan assets at end of year2017-10-31$0
Total plan assets at beginning of year2017-10-31$24,163
Value of fidelity bond covering the plan2017-10-31$150,000
Net income (gross income less expenses)2017-10-31$-24,163
Net plan assets at end of year (total assets less liabilities)2017-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$24,163
2016 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$70,831
Expenses. Total of all expenses incurred2016-12-31$498,329
Benefits paid (including direct rollovers)2016-12-31$481,505
Total plan assets at end of year2016-12-31$24,163
Total plan assets at beginning of year2016-12-31$451,661
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$19,291
Other income received2016-12-31$44,405
Net income (gross income less expenses)2016-12-31$-427,498
Net plan assets at end of year (total assets less liabilities)2016-12-31$24,163
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$451,661
Total contributions received or receivable from employer(s)2016-12-31$7,135
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16,824
2015 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,606
Expenses. Total of all expenses incurred2015-12-31$227
Total plan assets at end of year2015-12-31$450,410
Total plan assets at beginning of year2015-12-31$425,031
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$964
Other income received2015-12-31$23,678
Net income (gross income less expenses)2015-12-31$25,379
Net plan assets at end of year (total assets less liabilities)2015-12-31$450,410
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$425,031
Total contributions received or receivable from employer(s)2015-12-31$964
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$227
2014 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$48,786
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$425,031
Total plan assets at beginning of year2014-12-31$376,245
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$18,486
Other income received2014-12-31$25,516
Net income (gross income less expenses)2014-12-31$48,786
Net plan assets at end of year (total assets less liabilities)2014-12-31$425,031
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$376,245
Total contributions received or receivable from employer(s)2014-12-31$4,784
2013 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$47,586
Expenses. Total of all expenses incurred2013-12-31$2,625
Benefits paid (including direct rollovers)2013-12-31$2,625
Total plan assets at end of year2013-12-31$376,245
Total plan assets at beginning of year2013-12-31$331,284
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$1,839
Other income received2013-12-31$43,908
Net income (gross income less expenses)2013-12-31$44,961
Net plan assets at end of year (total assets less liabilities)2013-12-31$376,245
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$331,284
Total contributions received or receivable from employer(s)2013-12-31$1,839
2012 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$64,348
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$320,837
Total plan assets at beginning of year2012-12-31$256,489
Value of fidelity bond covering the plan2012-12-31$45,500
Total contributions received or receivable from participants2012-12-31$20,812
Other income received2012-12-31$33,047
Net income (gross income less expenses)2012-12-31$64,348
Net plan assets at end of year (total assets less liabilities)2012-12-31$320,837
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$256,489
Total contributions received or receivable from employer(s)2012-12-31$10,489
2011 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,681
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$256,489
Total plan assets at beginning of year2011-12-31$260,170
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$18,038
Other income received2011-12-31$-30,461
Net income (gross income less expenses)2011-12-31$-3,681
Net plan assets at end of year (total assets less liabilities)2011-12-31$256,489
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$260,170
Total contributions received or receivable from employer(s)2011-12-31$8,742
2010 : RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$62,607
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$260,170
Total plan assets at beginning of year2010-12-31$197,563
Total contributions received or receivable from participants2010-12-31$10,534
Other income received2010-12-31$43,231
Net income (gross income less expenses)2010-12-31$62,607
Net plan assets at end of year (total assets less liabilities)2010-12-31$260,170
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$197,563
Total contributions received or receivable from employer(s)2010-12-31$8,842

Form 5500 Responses for RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN

2017: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 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: RENSHAW, DAVIS & FERGUSON, LLP SAFE HARBOR 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

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