Logo

TURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

TURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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

TURNING POINT BENEFIT INC has sponsored the creation of one or more 401k plans.

Company Name:TURNING POINT BENEFIT INC
Employer identification number (EIN):203664249
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01MARY K TROXELL2020-07-24
0012018-01-01MARY TROXELL2019-03-27
0012017-01-01MARY K TROXELL2018-09-20
0012016-01-01KATHY TROXELL2017-08-07 KATHY TROXELL2017-08-07
0012015-01-01KATHY TROXELL2016-07-08
0012014-01-01KATHY TROXELL2015-06-04
0012013-01-01KATHY TROXELL2014-05-29

Financial Data on TURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : TURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-200
Total liabilities as of the end of the plan year2025-06-200
Total liabilities as of the beginning of the plan year2025-06-200
Total expenses incurred by plan in this plan year2025-06-20882694
Net assets as of the end of the plan year2025-06-201086210
Total assets as of the beginning of the plan year2025-06-201617423
Participant contributions to plan in this plan year2025-06-20122060
Other expenses paid from plan in this plan year2025-06-200
Other contributions to plan in this plan year2025-06-200
Other income to plan in this plan year2025-06-20173238
Plan net income in this plan year2025-06-20-531213
Net assets as of the end of the plan year2025-06-201086210
Net assets as of the beginning of the plan year2025-06-201617423
Employer contributions to plan in this plan year2025-06-2056183
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-201050
2024 : TURNING POINT BENEFIT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-261807
Net assets as of the end of the plan year2024-06-261617423
Total assets as of the beginning of the plan year2024-06-261059432
Participant contributions to plan in this plan year2024-06-26212686
Value of participant loans at end of plan year2024-06-260
Other expenses paid from plan in this plan year2024-06-260
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-26277706
Plan net income in this plan year2024-06-26557991
Net assets as of the end of the plan year2024-06-261617423
Net assets as of the beginning of the plan year2024-06-261059432
Employer contributions to plan in this plan year2024-06-2669406
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-261807

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1