| Plan Name | JAMES R TURNER & COMPANY PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES R TURNER & COMPANY, P.C. |
| Employer identification number (EIN): | 541560216 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | JAMES TURNER | |||
| 001 | 2023-01-01 | JAMES TURNER | 2024-10-07 | JAMES TURNER | 2024-10-07 |
| 001 | 2022-01-01 | JAMES TURNER | 2023-10-03 | JAMES TURNER | 2023-10-03 |
| 001 | 2021-01-01 | JAMES TURNER | 2022-10-03 | JAMES TURNER | 2022-10-03 |
| 001 | 2020-01-01 | JAMES TURNER | 2021-10-03 | JAMES TURNER | 2021-10-03 |
| 001 | 2019-01-01 | JAMES TURNER | 2020-10-12 | JAMES TURNER | 2020-10-12 |
| 001 | 2018-01-01 | JAMES TURNER | 2019-10-06 | JAMES TURNER | 2019-10-06 |
| 001 | 2017-01-01 | JAMES TURNER | 2018-10-13 | JAMES TURNER | 2018-10-13 |
| 001 | 2016-01-01 | JAMES TURNER | 2017-10-15 | JAMES TURNER | 2017-10-15 |
| 001 | 2015-01-01 | JAMES TURNER | 2016-10-15 | JAMES TURNER | 2016-10-15 |
| 001 | 2014-01-01 | JAMES TURNER | 2015-10-09 | JAMES TURNER | 2015-10-09 |
| 001 | 2013-01-01 | JAMES TURNER | 2014-10-06 | JAMES TURNER | 2014-10-06 |
| 001 | 2012-01-01 | JAMES TURNER | 2013-10-11 | JAMES TURNER | 2013-10-11 |
| 001 | 2011-01-01 | JAMES TURNER | 2012-10-10 | ||
| 001 | 2010-01-01 | JAMES TURNER | 2011-10-08 |
| Measure | Date | Value |
|---|---|---|
| 2024 : JAMES R TURNER & COMPANY PROFIT SHARING PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-07 | 35467 |
| Net assets as of the end of the plan year | 2024-10-07 | 1018662 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 866472 |
| Other income to plan in this plan year | 2024-10-07 | 158494 |
| Plan net income in this plan year | 2024-10-07 | 152190 |
| Net assets as of the end of the plan year | 2024-10-07 | 1018662 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 866472 |
| Employer contributions to plan in this plan year | 2024-10-07 | 29163 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 8867 |