TURNER & SCHOEL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TURNER & SCHOEL INC 401K PS PLAN
| Measure | Date | Value |
|---|
| 2025 : TURNER & SCHOEL INC 401K PS PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-25 | 48007 |
| Net assets as of the end of the plan year | 2025-06-25 | 2674436 |
| Total assets as of the beginning of the plan year | 2025-06-25 | 2298367 |
| Value of plan covered by a fidelity bond | 2025-06-25 | 200000 |
| Participant contributions to plan in this plan year | 2025-06-25 | 93862 |
| Other expenses paid from plan in this plan year | 2025-06-25 | 0 |
| Other contributions to plan in this plan year | 2025-06-25 | 0 |
| Other income to plan in this plan year | 2025-06-25 | 279682 |
| Plan net income in this plan year | 2025-06-25 | 376069 |
| Net assets as of the end of the plan year | 2025-06-25 | 2674436 |
| Net assets as of the beginning of the plan year | 2025-06-25 | 2298367 |
| Employer contributions to plan in this plan year | 2025-06-25 | 50532 |
| Fees paid to broker by Benefit Provider | 2025-06-25 | 9557 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-25 | 650 |
| 2024 : TURNER & SCHOEL INC 401K PS PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 84217 |
| Net assets as of the end of the plan year | 2024-06-17 | 2298367 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 1963703 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 200000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 85221 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 0 |
| Other contributions to plan in this plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 281964 |
| Plan net income in this plan year | 2024-06-17 | 334664 |
| Net assets as of the end of the plan year | 2024-06-17 | 2298367 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 1963703 |
| Employer contributions to plan in this plan year | 2024-06-17 | 51696 |
| Fees paid to broker by Benefit Provider | 2024-06-17 | 8106 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 800 |
| 2014 : TURNER & SCHOEL INC 401K PS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $145,558 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $30,348 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $29,803 |
| Total plan assets at end of year | 2014-12-31 | $1,970,035 |
| Total plan assets at beginning of year | 2014-12-31 | $1,854,825 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $37,585 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $545 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $81,853 |
| Net income (gross income less expenses) | 2014-12-31 | $115,210 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,970,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,854,825 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,120 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : TURNER & SCHOEL INC 401K PS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $344,643 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $69,393 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $67,465 |
| Total plan assets at end of year | 2013-12-31 | $1,854,825 |
| Total plan assets at beginning of year | 2013-12-31 | $1,579,575 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $34,074 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,928 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $281,334 |
| Net income (gross income less expenses) | 2013-12-31 | $275,250 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,854,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,579,575 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $29,235 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : TURNER & SCHOEL INC 401K PS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $273,210 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $138,352 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $136,352 |
| Total plan assets at end of year | 2012-12-31 | $1,579,575 |
| Total plan assets at beginning of year | 2012-12-31 | $1,444,717 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $47,186 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $193,366 |
| Net income (gross income less expenses) | 2012-12-31 | $134,858 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,579,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,444,717 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $32,658 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : TURNER & SCHOEL INC 401K PS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $17,760 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $112,780 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $110,080 |
| Total plan assets at end of year | 2011-12-31 | $1,444,717 |
| Total plan assets at beginning of year | 2011-12-31 | $1,539,737 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $43,518 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,700 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-60,124 |
| Net income (gross income less expenses) | 2011-12-31 | $-95,020 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,444,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,539,737 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,366 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : TURNER & SCHOEL INC 401K PS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $234,969 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $102,824 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $100,374 |
| Total plan assets at end of year | 2010-12-31 | $1,539,737 |
| Total plan assets at beginning of year | 2010-12-31 | $1,407,592 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $47,947 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,450 |
| Other income received | 2010-12-31 | $157,403 |
| Net income (gross income less expenses) | 2010-12-31 | $132,145 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,539,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,407,592 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,619 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : TURNER & SCHOEL INC 401K PS 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 |
| 2014: TURNER & SCHOEL INC 401K PS 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TURNER & SCHOEL INC 401K PS 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TURNER & SCHOEL INC 401K PS 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TURNER & SCHOEL INC 401K PS 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: TURNER & SCHOEL INC 401K PS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TURNER & SCHOEL INC 401K PS 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 |
