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Acme Widget Sorters, Inc.
Data for 08/01/2006 to 08/31/2006:
Deferring Participants
17
Eligible Participants
27
Plan Assets (08/01/2006)
$675,221.05
Deferrals
$3,774.74
Match
$1,099.17
Profit Sharing
$0.00
Plan Assets (08/31/2006)
$692,094.13
Year To Date
Deferrals
$57,507.26
Match
$27,107.63
Profit Sharing
$0.00
Plan ID: S001997
Top 5 Funds:
Fund Name Fund ID Amount
Vanguard Short-Term Fed VSGBX
$121,970.32
SSgA S&P Index 500 SVSPX
$119,055.69
Fidelity Advisor Diversified Int'l A FDVAX
$91,923.54
T Rowe Price Mid Cap Growth RPMGX
$65,768.83
T. Rowe Price New Era PRNEX
$42,625.07

Plan Testing Results

Current ADP for 7 HCEs is 5.55%.
Recommended ADP rate for HCEs is 5.23%.
Currently Exceeding Passing Rate
Top Heavy Percent is 22.88%*
Your Plan is not Safe Harbor.

*A plan is considered Top Heavy if the Key Employees of the company hold more than 60% of adjusted plan assets on 12/31. Safe Harbor plans are precluded from the test. Please click here to learn more about Top Heavy Plans. Testing results reflect the status of the plan today. They should be used for planning purposes only, and do not guarantee year-end results.

 
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