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TURNING POINT, INC. 403(B) PLAN 401k Plan overview

Plan NameTURNING POINT, INC. 403(B) PLAN
Plan identification number 001

TURNING POINT, INC. 403(B) PLAN 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

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

Company Name:TURNING POINT, INC.
Employer identification number (EIN):363163296
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNING POINT, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARYMARGARET MAULE2024-08-12 MARYMARGARET MAULE2024-08-12
0012022-01-01SARAH PONITZ2023-09-12
0012021-01-01
0012021-01-01SARAH J. PONITZ
0012020-01-01
0012019-01-01
0012018-01-01JANE A. FARMER LISA SLOAN2019-06-26
0012017-01-01JANE A. FARMER JANE A. FARMER2018-09-26
0012016-01-01JANE A. FARMER2017-09-20 JANE A. FARMER2017-09-20
0012015-01-01JANE A. FARMER2016-07-29 JANE A. FARMER2016-07-29
0012014-05-01JANE A FARMER JANE A FARMER2015-10-12

Financial Data on TURNING POINT, INC. 403(B) PLAN

Measure Date Value
2024 : TURNING POINT, INC. 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-120
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-1296083
Net assets as of the end of the plan year2024-08-12803904
Total assets as of the beginning of the plan year2024-08-12615783
Value of plan covered by a fidelity bond2024-08-12100000
Participant contributions to plan in this plan year2024-08-1296255
Other expenses paid from plan in this plan year2024-08-120
Other contributions to plan in this plan year2024-08-1214752
Other income to plan in this plan year2024-08-12113691
Plan net income in this plan year2024-08-12188121
Net assets as of the end of the plan year2024-08-12803904
Net assets as of the beginning of the plan year2024-08-12615783
Value of contributions failed to transmitted timely2024-08-125445
Employer contributions to plan in this plan year2024-08-1259506
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-125439
2021 : TURNING POINT, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$297,770
Expenses. Total of all expenses incurred2021-12-31$575,180
Benefits paid (including direct rollovers)2021-12-31$565,664
Total plan assets at end of year2021-12-31$717,965
Total plan assets at beginning of year2021-12-31$995,375
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$84,476
Contributions received from other sources (not participants or employers)2021-12-31$28,963
Other income received2021-12-31$147,766
Net income (gross income less expenses)2021-12-31$-277,410
Net plan assets at end of year (total assets less liabilities)2021-12-31$717,965
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$995,375
Total contributions received or receivable from employer(s)2021-12-31$36,565
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,516
2020 : TURNING POINT, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$239,121
Expenses. Total of all expenses incurred2020-12-31$81,655
Benefits paid (including direct rollovers)2020-12-31$75,536
Total plan assets at end of year2020-12-31$995,375
Total plan assets at beginning of year2020-12-31$837,909
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$62,653
Other income received2020-12-31$146,190
Net income (gross income less expenses)2020-12-31$157,466
Net plan assets at end of year (total assets less liabilities)2020-12-31$995,375
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$837,909
Total contributions received or receivable from employer(s)2020-12-31$30,278
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,119
2019 : TURNING POINT, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$245,701
Expenses. Total of all expenses incurred2019-12-31$51,217
Benefits paid (including direct rollovers)2019-12-31$42,994
Total plan assets at end of year2019-12-31$837,909
Total plan assets at beginning of year2019-12-31$643,425
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$63,076
Other income received2019-12-31$149,646
Net income (gross income less expenses)2019-12-31$194,484
Net plan assets at end of year (total assets less liabilities)2019-12-31$837,909
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$643,425
Total contributions received or receivable from employer(s)2019-12-31$32,979
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,223
2018 : TURNING POINT, INC. 403(B) PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$911
Total income from all sources2018-12-31$53,259
Expenses. Total of all expenses incurred2018-12-31$20,698
Benefits paid (including direct rollovers)2018-12-31$15,729
Total plan assets at end of year2018-12-31$643,425
Total plan assets at beginning of year2018-12-31$611,775
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$64,512
Contributions received from other sources (not participants or employers)2018-12-31$2,321
Other income received2018-12-31$-44,092
Net income (gross income less expenses)2018-12-31$32,561
Net plan assets at end of year (total assets less liabilities)2018-12-31$643,425
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$610,864
Total contributions received or receivable from employer(s)2018-12-31$30,518
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,969
2017 : TURNING POINT, INC. 403(B) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$911
Total plan liabilities at beginning of year2017-12-31$674
Total income from all sources2017-12-31$175,706
Expenses. Total of all expenses incurred2017-12-31$18,763
Benefits paid (including direct rollovers)2017-12-31$13,623
Total plan assets at end of year2017-12-31$611,775
Total plan assets at beginning of year2017-12-31$454,595
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$53,765
Other income received2017-12-31$93,039
Net income (gross income less expenses)2017-12-31$156,943
Net plan assets at end of year (total assets less liabilities)2017-12-31$610,864
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$453,921
Total contributions received or receivable from employer(s)2017-12-31$28,902
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,140
2014 : TURNING POINT, INC. 403(B) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$429
Total income from all sources2014-12-31$293,725
Expenses. Total of all expenses incurred2014-12-31$3,869
Benefits paid (including direct rollovers)2014-12-31$1,995
Total plan assets at end of year2014-12-31$290,285
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$33,068
Contributions received from other sources (not participants or employers)2014-12-31$241,168
Other income received2014-12-31$1,195
Net income (gross income less expenses)2014-12-31$289,856
Net plan assets at end of year (total assets less liabilities)2014-12-31$289,856
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$18,294
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,874

Form 5500 Responses for TURNING POINT, INC. 403(B) PLAN

2021: TURNING POINT, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TURNING POINT, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TURNING POINT, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TURNING POINT, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TURNING POINT, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2014: TURNING POINT, INC. 403(B) PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01First time form 5500 has been submittedYes
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809191
Policy instance 1
THE STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07C669V7
Policy instance 1
THE STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07C669V7
Policy instance 1
THE STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number07C669V7
Policy instance 1

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