401k Plan data: TURNING POINT, INC. 403(B) PLAN plan

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

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

TURNING POINT, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
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): 382292020

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DENISE KYSER 2023-10-13
001 2021-01-01 TERRY FORKIN 2022-10-05
001 2020-01-01 TERRY FORKIN 2021-07-28
001 2019-01-01 TERRY FORKIN 2020-09-11
001 2018-01-01 TERRY FORKIN
001 2017-01-01 TERRY FORKIN
001 2016-01-01 TERRY FORKIN
001 2015-01-01 TERRY FORKIN
001 2014-01-01 TERRY FORKIN
001 2013-01-01
001 2012-01-01 DIANE MCNAMARA 2014-10-20
001 2011-01-01 DIANE MCNAMARA 2014-10-20
001 2010-01-01 SARAH LYNGAAS 2014-12-02
001 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DENISE KYSER	2023-10-13
001	2021-01-01	TERRY FORKIN	2022-10-05
001	2020-01-01	TERRY FORKIN	2021-07-28
001	2019-01-01	TERRY FORKIN	2020-09-11
001	2018-01-01	TERRY FORKIN
001	2017-01-01	TERRY FORKIN
001	2016-01-01	TERRY FORKIN
001	2015-01-01	TERRY FORKIN
001	2014-01-01	TERRY FORKIN
001	2013-01-01
001	2012-01-01	DIANE MCNAMARA	2014-10-20
001	2011-01-01	DIANE MCNAMARA	2014-10-20
001	2010-01-01	SARAH LYNGAAS	2014-12-02
001	2009-01-01

Plan Statistics for TURNING POINT, INC. 403(B) PLAN

401k plan membership statisitcs for TURNING POINT, INC. 403(B) PLAN

Measure Date Value
2018: TURNING POINT, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 62
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TURNING POINT, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TURNING POINT, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 58
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 62
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TURNING POINT, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 56
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TURNING POINT, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 51
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 55
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2018: TURNING POINT, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	62
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TURNING POINT, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TURNING POINT, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	58
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	62
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TURNING POINT, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	56
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TURNING POINT, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	51
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	55
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

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

Measure	Date	Value
2018 : TURNING POINT, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-5,711
Expenses. Total of all expenses incurred	2018-12-31	$6,588
Benefits paid (including direct rollovers)	2018-12-31	$625
Total plan assets at end of year	2018-12-31	$594,580
Total plan assets at beginning of year	2018-12-31	$606,879
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$57,424
Contributions received from other sources (not participants or employers)	2018-12-31	$7,130
Other income received	2018-12-31	$-70,265
Net income (gross income less expenses)	2018-12-31	$-12,299
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$594,580
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$606,879
Assets. Value of participant loans	2018-12-31	$3,356
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TURNING POINT, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$128,933
Expenses. Total of all expenses incurred	2017-12-31	$6,292
Benefits paid (including direct rollovers)	2017-12-31	$1,026
Total plan assets at end of year	2017-12-31	$606,879
Total plan assets at beginning of year	2017-12-31	$484,238
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$56,477
Other income received	2017-12-31	$72,456
Net income (gross income less expenses)	2017-12-31	$122,641
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$606,879
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$484,238
Assets. Value of participant loans	2017-12-31	$9,195
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TURNING POINT, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$98,297
Expenses. Total of all expenses incurred	2016-12-31	$11,350
Benefits paid (including direct rollovers)	2016-12-31	$6,604
Total plan assets at end of year	2016-12-31	$484,238
Total plan assets at beginning of year	2016-12-31	$397,291
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$49,429
Other income received	2016-12-31	$48,868
Net income (gross income less expenses)	2016-12-31	$86,947
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$484,238
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$397,291
Assets. Value of participant loans	2016-12-31	$13,271
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TURNING POINT, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$50,901
Expenses. Total of all expenses incurred	2015-12-31	$16,752
Benefits paid (including direct rollovers)	2015-12-31	$13,023
Total plan assets at end of year	2015-12-31	$397,291
Total plan assets at beginning of year	2015-12-31	$363,142
Total contributions received or receivable from participants	2015-12-31	$42,625
Other income received	2015-12-31	$8,276
Net income (gross income less expenses)	2015-12-31	$34,149
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$397,291
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$363,142
Assets. Value of participant loans	2015-12-31	$4,475
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,729
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TURNING POINT, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$50,009
Expenses. Total of all expenses incurred	2014-12-31	$6,948
Benefits paid (including direct rollovers)	2014-12-31	$2,200
Total plan assets at end of year	2014-12-31	$363,142
Total plan assets at beginning of year	2014-12-31	$320,081
Total contributions received or receivable from participants	2014-12-31	$39,096
Other income received	2014-12-31	$10,913
Net income (gross income less expenses)	2014-12-31	$43,061
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$363,142
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$320,081
Assets. Value of participant loans	2014-12-31	$7,597
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

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

2018: TURNING POINT, INC. 403(B) 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, INC. 403(B) 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, INC. 403(B) 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, INC. 403(B) 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, INC. 403(B) 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

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Company Name:	TURNING POINT, INC.
Employer identification number (EIN):	382292020
NAIC Classification:	624100
NAIC Description:	Individual and Family Services