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Acme Widget Sorters, Inc.
Data for 03/01/2008 to 03/31/2008:
Deferring Participants
42
Eligible Participants
53
Plan Assets (12/01/2004)
$476,990
Deferrals
$10,828
Match
$3,946
Profit Sharing
$0
Plan Assets (12/31/2004)
$628,754
Year To Date
Deferrals
$45,495
Match
$17,122
Profit Sharing
$0
Plan ID: S001997
Top 5 Funds:
Fund Name Fund ID Amount
SSgA S&P 500 Index SVSPX
$121,568
Oppenheimer Global OPPAX
$64,344
Fidelity Daily Money Market FDAXX
$47,804
Oppenheimer Limited Government Bond Fund OPGVX
$34,420
SSgA REIT SSREX $25,941

Plan Testing Results*
Current ADP for HCEs is 4.7%.
Allowable ADP rate for HCEs is 5.2%.     PASSING
Estimated1 Top Heavy Ratio is 25%.        PASSING
Your Plan is not Safe Harbor.

1This is only an estimated ratio and may not include certain distributions. If the key employees of the company hold more than 60% of the plan assets at year end, the plan is Top Heavy.
 
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