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TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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.
  • 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 POINTE LLC has sponsored the creation of one or more 401k plans.

Company Name:TURNING POINTE LLC
Employer identification number (EIN):800447285
NAIC Classification:541190

Additional information about TURNING POINTE LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0605713

More information about TURNING POINTE LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMIE BARNES2024-10-01 JAMIE BARNES2024-10-01
0012022-01-01ALAN CHAFFEE2023-02-02 ALAN CHAFFEE2023-02-02
0012021-01-01ALAN CHAFFEE2022-02-16 ALAN CHAFFEE2022-02-16
0012020-01-01ALAN CHAFFEE2021-04-21 ALAN CHAFFEE2021-04-21
0012019-01-01ALAN CHAFFEE2020-04-20
0012018-01-01ALAN CHAFFEE2019-07-25
0012017-01-01ALAN CHAFFEE2018-08-07
0012016-01-01ALAN CHAFFEE2017-10-09
0012015-01-01ALAN CHAFFEE2016-05-11
0012014-01-01ALAN CHAFFEE2015-08-25
0012013-01-01KAREN CHUCKA2014-07-18

Financial Data on TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-1068896
Net assets as of the end of the plan year2025-07-101843974
Total assets as of the beginning of the plan year2025-07-101228892
Value of plan covered by a fidelity bond2025-07-1040000
Participant contributions to plan in this plan year2025-07-10372469
Other income to plan in this plan year2025-07-10196482
Plan net income in this plan year2025-07-10615082
Net assets as of the end of the plan year2025-07-101843974
Net assets as of the beginning of the plan year2025-07-101228892
Employer contributions to plan in this plan year2025-07-10115027
Fees paid to broker by Benefit Provider2025-07-108279
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1011273
2024 : TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-0145820
Net assets as of the end of the plan year2024-10-011228892
Total assets as of the beginning of the plan year2024-10-01685980
Value of plan covered by a fidelity bond2024-10-01500000
Participant contributions to plan in this plan year2024-10-01247703
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-01148012
Other income to plan in this plan year2024-10-01193017
Plan net income in this plan year2024-10-01542912
Net assets as of the end of the plan year2024-10-011228892
Net assets as of the beginning of the plan year2024-10-01685980
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-019568
2022 : TURNING POINTE LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-02-160
Total liabilities as of the end of the plan year2022-02-160
Total liabilities as of the beginning of the plan year2022-02-160
Total expenses incurred by plan in this plan year2022-02-164504
Net assets as of the end of the plan year2022-02-16618191
Total assets as of the beginning of the plan year2022-02-16347256
Value of plan covered by a fidelity bond2022-02-16500000
Participant contributions to plan in this plan year2022-02-16139444
Value of participant loans at end of plan year2022-02-1630000
Other expenses paid from plan in this plan year2022-02-160
Other contributions to plan in this plan year2022-02-1658866
Other income to plan in this plan year2022-02-1677129
Plan net income in this plan year2022-02-16270935
Net assets as of the end of the plan year2022-02-16618191
Net assets as of the beginning of the plan year2022-02-16347256
Employer contributions to plan in this plan year2022-02-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-164504

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