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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
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANLANDO THOMAS2024-10-10
0012022-01-01DENISE KYSER2023-10-13
0012021-01-01TERRY FORKIN2022-10-05
0012020-01-01TERRY FORKIN2021-07-28
0012019-01-01TERRY FORKIN2020-09-11
0012018-01-01TERRY FORKIN
0012017-01-01TERRY FORKIN
0012016-01-01TERRY FORKIN
0012015-01-01TERRY FORKIN
0012014-01-01TERRY FORKIN
0012013-01-01
0012012-01-01DIANE MCNAMARA2014-10-20
0012011-01-01DIANE MCNAMARA2014-10-20
0012010-01-01SARAH LYNGAAS2014-12-02
0012009-01-01

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

Measure Date Value
2025 : TURNING POINT, INC. 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2920617
Net assets as of the end of the plan year2025-07-29211155
Total assets as of the beginning of the plan year2025-07-29177128
Participant contributions to plan in this plan year2025-07-2929481
Other income to plan in this plan year2025-07-2925163
Plan net income in this plan year2025-07-2934027
Net assets as of the end of the plan year2025-07-29211155
Net assets as of the beginning of the plan year2025-07-29177128
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-292949
2024 : TURNING POINT, INC. 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-10198970
Net assets as of the end of the plan year2024-10-10177128
Total assets as of the beginning of the plan year2024-10-10334622
Participant contributions to plan in this plan year2024-10-109393
Other income to plan in this plan year2024-10-1032083
Plan net income in this plan year2024-10-10-157494
Net assets as of the end of the plan year2024-10-10177128
Net assets as of the beginning of the plan year2024-10-10334622
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1022
2022 : TURNING POINT, INC. 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-0510652
Net assets as of the end of the plan year2022-10-05349694
Total assets as of the beginning of the plan year2022-10-05256810
Value of plan covered by a fidelity bond2022-10-05265000
Participant contributions to plan in this plan year2022-10-0555388
Other expenses paid from plan in this plan year2022-10-05102
Other contributions to plan in this plan year2022-10-050
Other income to plan in this plan year2022-10-0548148
Plan net income in this plan year2022-10-0592884
Net assets as of the end of the plan year2022-10-05349694
Net assets as of the beginning of the plan year2022-10-05256810
Employer contributions to plan in this plan year2022-10-050
Fees paid to broker by Benefit Provider2022-10-051477
2018 : TURNING POINT, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-5,711
Expenses. Total of all expenses incurred2018-12-31$6,588
Benefits paid (including direct rollovers)2018-12-31$625
Total plan assets at end of year2018-12-31$594,580
Total plan assets at beginning of year2018-12-31$606,879
Value of fidelity bond covering the plan2018-12-31$265,000
Total contributions received or receivable from participants2018-12-31$57,424
Contributions received from other sources (not participants or employers)2018-12-31$7,130
Other income received2018-12-31$-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 loans2018-12-31$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 securities2018-12-31$0
2017 : TURNING POINT, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$128,933
Expenses. Total of all expenses incurred2017-12-31$6,292
Benefits paid (including direct rollovers)2017-12-31$1,026
Total plan assets at end of year2017-12-31$606,879
Total plan assets at beginning of year2017-12-31$484,238
Value of fidelity bond covering the plan2017-12-31$265,000
Total contributions received or receivable from participants2017-12-31$56,477
Other income received2017-12-31$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 loans2017-12-31$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 securities2017-12-31$0
2016 : TURNING POINT, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$98,297
Expenses. Total of all expenses incurred2016-12-31$11,350
Benefits paid (including direct rollovers)2016-12-31$6,604
Total plan assets at end of year2016-12-31$484,238
Total plan assets at beginning of year2016-12-31$397,291
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$49,429
Other income received2016-12-31$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 loans2016-12-31$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 securities2016-12-31$0
2015 : TURNING POINT, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$50,901
Expenses. Total of all expenses incurred2015-12-31$16,752
Benefits paid (including direct rollovers)2015-12-31$13,023
Total plan assets at end of year2015-12-31$397,291
Total plan assets at beginning of year2015-12-31$363,142
Total contributions received or receivable from participants2015-12-31$42,625
Other income received2015-12-31$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 loans2015-12-31$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 securities2015-12-31$0
2014 : TURNING POINT, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$50,009
Expenses. Total of all expenses incurred2014-12-31$6,948
Benefits paid (including direct rollovers)2014-12-31$2,200
Total plan assets at end of year2014-12-31$363,142
Total plan assets at beginning of year2014-12-31$320,081
Total contributions received or receivable from participants2014-12-31$39,096
Other income received2014-12-31$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 loans2014-12-31$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 securities2014-12-31$0

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

2018: TURNING POINT, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type 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 – TrustYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TURNING POINT, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TURNING POINT, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TURNING POINT, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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