401k Plan data: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING 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.
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 ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: TURNING POINT ASSOCIATES, INC.

Employer identification number (EIN): 223761975

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about TURNING POINT ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2012-05-29

Company Identification Number: C3475757

Legal Registered Office Address: 101 N Brand Blvd 11th Fl

Glendale
United States of America (USA)
91203

More information about TURNING POINT ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RONALD O'CONNOR 2023-10-11 RONALD O'CONNOR 2023-10-11
001 2021-01-01 RONALD O'CONNOR 2022-07-15 RONALD O'CONNOR 2022-07-15
001 2020-01-01 RONALD O'CONNOR 2021-08-05 RONALD O'CONNOR 2021-08-05
001 2019-01-01 ADA OCONNOR 2020-06-02 ADA OCONNOR 2020-06-02
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ADA O'CONNOR ADA O'CONNOR 2013-07-18
001 2011-01-01 ADA O CONNOR ADA O CONNOR 2012-07-10
001 2009-01-01 ADA O'CONNOR ADA O'CONNOR 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RONALD O'CONNOR	2023-10-11	RONALD O'CONNOR	2023-10-11
001	2021-01-01	RONALD O'CONNOR	2022-07-15	RONALD O'CONNOR	2022-07-15
001	2020-01-01	RONALD O'CONNOR	2021-08-05	RONALD O'CONNOR	2021-08-05
001	2019-01-01	ADA OCONNOR	2020-06-02	ADA OCONNOR	2020-06-02
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ADA O'CONNOR		ADA O'CONNOR	2013-07-18
001	2011-01-01	ADA O CONNOR		ADA O CONNOR	2012-07-10
001	2009-01-01	ADA O'CONNOR		ADA O'CONNOR	2010-07-19

Financial Data on TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$7,140
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$38,608
Total plan assets at beginning of year	2022-12-31	$31,468
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$10,000
Other income received	2022-12-31	$-2,860
Net income (gross income less expenses)	2022-12-31	$7,140
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$38,608
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$31,468
Assets. Value of participant loans	2022-12-31	$2,889
2021 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$12,796
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$31,468
Total plan assets at beginning of year	2021-12-31	$18,672
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$2,396
Net income (gross income less expenses)	2021-12-31	$12,796
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$31,468
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$18,672
Assets. Value of participant loans	2021-12-31	$6,015
Total contributions received or receivable from employer(s)	2021-12-31	$10,400
2020 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$6,319
Expenses. Total of all expenses incurred	2020-12-31	$15,068
Benefits paid (including direct rollovers)	2020-12-31	$15,068
Total plan assets at end of year	2020-12-31	$18,672
Total plan assets at beginning of year	2020-12-31	$27,421
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$8,800
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Other income received	2020-12-31	$-2,481
Net income (gross income less expenses)	2020-12-31	$-8,749
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$18,672
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$27,421
Assets. Value of participant loans	2020-12-31	$8,300
2019 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$9,541
Expenses. Total of all expenses incurred	2019-12-31	$11,318
Benefits paid (including direct rollovers)	2019-12-31	$11,318
Total plan assets at end of year	2019-12-31	$27,421
Total plan assets at beginning of year	2019-12-31	$29,198
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$5,200
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Other income received	2019-12-31	$4,341
Net income (gross income less expenses)	2019-12-31	$-1,777
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$27,421
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$29,198
Assets. Value of participant loans	2019-12-31	$10,793
2018 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$5,368
Expenses. Total of all expenses incurred	2018-12-31	$8,962
Benefits paid (including direct rollovers)	2018-12-31	$8,962
Total plan assets at end of year	2018-12-31	$29,198
Total plan assets at beginning of year	2018-12-31	$32,792
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$5,391
Other income received	2018-12-31	$-23
Net income (gross income less expenses)	2018-12-31	$-3,594
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$29,198
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$32,792
Assets. Value of participant loans	2018-12-31	$13,296
2017 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$9,857
Expenses. Total of all expenses incurred	2017-12-31	$6,250
Benefits paid (including direct rollovers)	2017-12-31	$6,250
Total plan assets at end of year	2017-12-31	$32,792
Total plan assets at beginning of year	2017-12-31	$29,185
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$6,850
Other income received	2017-12-31	$3,007
Net income (gross income less expenses)	2017-12-31	$3,607
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$32,792
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$29,185
Assets. Value of participant loans	2017-12-31	$8,718
2016 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,789
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$29,185
Total plan assets at beginning of year	2016-12-31	$23,396
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$4,200
Other income received	2016-12-31	$1,589
Net income (gross income less expenses)	2016-12-31	$5,789
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$29,185
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$23,396
Assets. Value of participant loans	2016-12-31	$9,843
2015 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$12,716
Expenses. Total of all expenses incurred	2015-12-31	$1,245
Benefits paid (including direct rollovers)	2015-12-31	$1,245
Total plan assets at end of year	2015-12-31	$23,396
Total plan assets at beginning of year	2015-12-31	$11,925
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$8,150
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Other income received	2015-12-31	$-241
Net income (gross income less expenses)	2015-12-31	$11,471
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$23,396
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,925
Total contributions received or receivable from employer(s)	2015-12-31	$4,807
2014 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$7,855
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$11,925
Total plan assets at beginning of year	2014-12-31	$4,070
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$7,200
Other income received	2014-12-31	$655
Net income (gross income less expenses)	2014-12-31	$7,855
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,925
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,070
Assets. Value of participant loans	2014-12-31	$537
2013 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,078
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,070
Total plan assets at beginning of year	2013-12-31	$1,992
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$1,750
Other income received	2013-12-31	$328
Net income (gross income less expenses)	2013-12-31	$2,078
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,070
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,992
2012 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,082
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,992
Total plan assets at beginning of year	2012-12-31	$910
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$900
Other income received	2012-12-31	$182
Net income (gross income less expenses)	2012-12-31	$1,082
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,992
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$910
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-4
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$910
Total plan assets at beginning of year	2011-12-31	$914
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-4
Net income (gross income less expenses)	2011-12-31	$-4
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$910
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$914
2010 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$99
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$914
Total plan assets at beginning of year	2010-12-31	$815
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$99
Net income (gross income less expenses)	2010-12-31	$99
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$914
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$815
Total contributions received or receivable from employer(s)	2010-12-31	$0
2009 : TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING 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 TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TURNING POINT ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TURNING POINT ASSOCIATES, INC.
Employer identification number (EIN):	223761975
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2012-05-29
Company Identification Number:	C3475757
Legal Registered Office Address:	101 N Brand Blvd 11th Fl Glendale United States of America (USA) 91203