TURNING POINT ADVISORS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-03 | 370 |
| Net assets as of the end of the plan year | 2025-04-03 | 142600 |
| Total assets as of the beginning of the plan year | 2025-04-03 | 26096 |
| Participant contributions to plan in this plan year | 2025-04-03 | 104536 |
| Other expenses paid from plan in this plan year | 2025-04-03 | 0 |
| Other contributions to plan in this plan year | 2025-04-03 | 0 |
| Other income to plan in this plan year | 2025-04-03 | 5156 |
| Plan net income in this plan year | 2025-04-03 | 116504 |
| Net assets as of the end of the plan year | 2025-04-03 | 142600 |
| Net assets as of the beginning of the plan year | 2025-04-03 | 26096 |
| Employer contributions to plan in this plan year | 2025-04-03 | 7182 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-03 | 370 |
| 2024 : TURNING POINT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-10 | 15 |
| Net assets as of the end of the plan year | 2024-06-10 | 26096 |
| Total assets as of the beginning of the plan year | 2024-06-10 | 0 |
| Value of plan covered by a fidelity bond | 2024-06-10 | 50000 |
| Participant contributions to plan in this plan year | 2024-06-10 | 21230 |
| Other expenses paid from plan in this plan year | 2024-06-10 | 0 |
| Other contributions to plan in this plan year | 2024-06-10 | 0 |
| Other income to plan in this plan year | 2024-06-10 | 1635 |
| Plan net income in this plan year | 2024-06-10 | 26096 |
| Net assets as of the end of the plan year | 2024-06-10 | 26096 |
| Net assets as of the beginning of the plan year | 2024-06-10 | 0 |
| Employer contributions to plan in this plan year | 2024-06-10 | 3246 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-10 | 15 |
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