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| Plan Name | TURNING POINT WEALTH 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | TURNING POINT WEALTH |
| Employer identification number (EIN): | 872386077 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ANTHONY WARREN | 2024-10-15 | ||
| 001 | 2022-01-01 | ANTHONY WARREN | 2023-09-25 |
| Measure | Date | Value |
|---|---|---|
| 2024 : TURNING POINT WEALTH 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 1145 |
| Net assets as of the end of the plan year | 2024-10-15 | 11865 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 3378 |
| Participant contributions to plan in this plan year | 2024-10-15 | 5840 |
| Other income to plan in this plan year | 2024-10-15 | 1265 |
| Plan net income in this plan year | 2024-10-15 | 8487 |
| Net assets as of the end of the plan year | 2024-10-15 | 11865 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 3378 |
| Employer contributions to plan in this plan year | 2024-10-15 | 2527 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 91 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 1145 |
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