THE H.L. TURNER GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE H.L. TURNER GROUP, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-07 | 1928361 |
| Net assets as of the end of the plan year | 2025-05-07 | 5406537 |
| Total assets as of the beginning of the plan year | 2025-05-07 | 6061306 |
| Value of plan covered by a fidelity bond | 2025-05-07 | 650000 |
| Participant contributions to plan in this plan year | 2025-05-07 | 375997 |
| Value of participant loans at end of plan year | 2025-05-07 | 3946 |
| Other expenses paid from plan in this plan year | 2025-05-07 | 0 |
| Other contributions to plan in this plan year | 2025-05-07 | 21049 |
| Other income to plan in this plan year | 2025-05-07 | 756680 |
| Plan net income in this plan year | 2025-05-07 | -654769 |
| Net assets as of the end of the plan year | 2025-05-07 | 5406537 |
| Net assets as of the beginning of the plan year | 2025-05-07 | 6061306 |
| Employer contributions to plan in this plan year | 2025-05-07 | 119866 |
| Fees paid to broker by Benefit Provider | 2025-05-07 | 4295 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-07 | 23917 |
| 2024 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-03 | 679005 |
| Net assets as of the end of the plan year | 2024-05-03 | 6061306 |
| Total assets as of the beginning of the plan year | 2024-05-03 | 5379739 |
| Value of plan covered by a fidelity bond | 2024-05-03 | 650000 |
| Participant contributions to plan in this plan year | 2024-05-03 | 360856 |
| Value of participant loans at end of plan year | 2024-05-03 | 7249 |
| Other contributions to plan in this plan year | 2024-05-03 | 1339 |
| Other income to plan in this plan year | 2024-05-03 | 880949 |
| Plan net income in this plan year | 2024-05-03 | 681567 |
| Net assets as of the end of the plan year | 2024-05-03 | 6061306 |
| Net assets as of the beginning of the plan year | 2024-05-03 | 5379739 |
| Employer contributions to plan in this plan year | 2024-05-03 | 117428 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-03 | 26395 |
| 2013 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $771,958 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,186 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,070 |
| Total plan assets at end of year | 2013-12-31 | $4,007,989 |
| Total plan assets at beginning of year | 2013-12-31 | $3,239,217 |
| Value of fidelity bond covering the plan | 2013-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $178,966 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $14,011 |
| Other income received | 2013-12-31 | $556,592 |
| Net income (gross income less expenses) | 2013-12-31 | $768,772 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,007,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,239,217 |
| Assets. Value of participant loans | 2013-12-31 | $47,772 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $22,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,116 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $508,923 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,201 |
| Total plan assets at end of year | 2012-12-31 | $3,239,217 |
| Total plan assets at beginning of year | 2012-12-31 | $2,739,495 |
| Value of fidelity bond covering the plan | 2012-12-31 | $220,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $148 |
| Other income received | 2012-12-31 | $347,435 |
| Net income (gross income less expenses) | 2012-12-31 | $499,722 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,239,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,739,495 |
| Assets. Value of participant loans | 2012-12-31 | $37,925 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $161,340 |
| Value of corrective distributions | 2012-12-31 | $7,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,013 |
| 2011 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $78,398 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $93,538 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $86,795 |
| Total plan assets at end of year | 2011-12-31 | $2,739,495 |
| Total plan assets at beginning of year | 2011-12-31 | $2,754,635 |
| Value of fidelity bond covering the plan | 2011-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $165,285 |
| Other income received | 2011-12-31 | $-93,189 |
| Net income (gross income less expenses) | 2011-12-31 | $-15,140 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,739,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,754,635 |
| Assets. Value of participant loans | 2011-12-31 | $20,715 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,302 |
| Value of corrective distributions | 2011-12-31 | $5,843 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $900 |
| 2010 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $504,175 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $29,173 |
| Total plan assets at end of year | 2010-12-31 | $2,754,635 |
| Total plan assets at beginning of year | 2010-12-31 | $2,279,633 |
| Value of fidelity bond covering the plan | 2010-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $177,400 |
| Other income received | 2010-12-31 | $326,775 |
| Net income (gross income less expenses) | 2010-12-31 | $475,002 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,754,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,279,633 |
| Assets. Value of participant loans | 2010-12-31 | $5,520 |
| Value of corrective distributions | 2010-12-31 | $23,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,290 |
| 2009 : THE H.L. TURNER GROUP, INC. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
