401k Plan data: THE H.L. TURNER GROUP, INC. 401(K) PLAN plan

THE H.L. TURNER GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE H.L. TURNER GROUP, INC. 401(K) PLAN
Plan identification number	001

THE H.L. TURNER GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

THE H.L. TURNER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE H.L. TURNER GROUP, INC.

Employer identification number (EIN): 020444711

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE H.L. TURNER GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01 HEIDI NADEAU 2022-07-21 HEIDI NADEAU 2022-07-21
001 2020-01-01 HEIDI NADEAU 2021-06-03 HEIDI NADEAU 2021-06-03
001 2019-01-01 HEIDI NADEAU 2020-07-21 HEIDI NADEAU 2020-07-21
001 2018-01-01 HEIDI NADEAU 2019-06-20 HEIDI NADEAU 2019-06-20
001 2017-01-01 HEIDI NADEAU 2018-06-27 HEIDI NADEAU 2018-06-27
001 2016-01-01 HEIDI NADEAU 2017-06-15
001 2015-01-01 HEIDI NADEAU 2016-07-19
001 2014-01-01 HEIDI NADEAU 2015-07-15
001 2013-01-01 HEIDI NADEAU
001 2012-01-01 HEIDI NADEAU HEIDI NADEAU 2013-06-25
001 2011-01-01 HEIDI NADEAU HEIDI NADEAU 2012-07-25
001 2010-01-01 HEIDI NADEAU HEIDI NADEAU 2011-10-17
001 2009-01-01 HEIDI NADEAU HEIDI NADEAU 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2022-01-01
001	2021-01-01	HEIDI NADEAU	2022-07-21	HEIDI NADEAU	2022-07-21
001	2020-01-01	HEIDI NADEAU	2021-06-03	HEIDI NADEAU	2021-06-03
001	2019-01-01	HEIDI NADEAU	2020-07-21	HEIDI NADEAU	2020-07-21
001	2018-01-01	HEIDI NADEAU	2019-06-20	HEIDI NADEAU	2019-06-20
001	2017-01-01	HEIDI NADEAU	2018-06-27	HEIDI NADEAU	2018-06-27
001	2016-01-01	HEIDI NADEAU	2017-06-15
001	2015-01-01	HEIDI NADEAU	2016-07-19
001	2014-01-01	HEIDI NADEAU	2015-07-15
001	2013-01-01	HEIDI NADEAU
001	2012-01-01	HEIDI NADEAU		HEIDI NADEAU	2013-06-25
001	2011-01-01	HEIDI NADEAU		HEIDI NADEAU	2012-07-25
001	2010-01-01	HEIDI NADEAU		HEIDI NADEAU	2011-10-17
001	2009-01-01	HEIDI NADEAU		HEIDI NADEAU	2010-10-14

Plan Statistics for THE H.L. TURNER GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for THE H.L. TURNER GROUP, INC. 401(K) PLAN

Measure Date Value
2013: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 39
Total participants 2012-01-01 39
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 36
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 29
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 35
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 34
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2013: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	39
Total participants	2012-01-01	39
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	36
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	29
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	35
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE H.L. TURNER GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	34
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on THE H.L. TURNER GROUP, INC. 401(K) PLAN

Measure	Date	Value
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

Form 5500 Responses for THE H.L. TURNER GROUP, INC. 401(K) PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU440

Policy instance

Insurance contract or identification number	PHU440
Number of Individuals Covered	36
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $17,666
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $17,666
Insurance broker organization code?	3
Insurance broker name	PRINCOR FINANCIAL SERVICES CORP.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU440

Policy instance

Insurance contract or identification number	PHU440
Number of Individuals Covered	35
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $14,968
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,521
Insurance broker organization code?	3
Insurance broker name	PREFERRED PRODUCT NETWORK INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU440

Policy instance

Insurance contract or identification number	PHU440
Number of Individuals Covered	36
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,003
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHU440

Policy instance

Insurance contract or identification number	PHU440
Number of Individuals Covered	36
Total amount of commissions paid to insurance broker	USD $11,873
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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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Company Name:	THE H.L. TURNER GROUP, INC.
Employer identification number (EIN):	020444711
NAIC Classification:	541330
NAIC Description:	Engineering Services