401k Plan data: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN plan

TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN
Plan identification number	001

TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TURNER INVESTMENT PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: TURNER INVESTMENT PARTNERS, INC.

Employer identification number (EIN): 232587824

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 LOIS CANTWELL BOB AMWEG 2012-07-30
001 2009-01-01 LOIS CANTWELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	LOIS CANTWELL		BOB AMWEG	2012-07-30
001	2009-01-01	LOIS CANTWELL

Plan Statistics for TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2011: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 35
Total of all active and inactive participants 2011-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 164
Number of participants with account balances 2011-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 125
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 160
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2011: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	35
Total of all active and inactive participants	2011-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	164
Number of participants with account balances	2011-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	125
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	160
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2011 : TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-15,737
Total unrealized appreciation/depreciation of assets	2011-12-31	$-15,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,581,081
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,568,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,567,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,023,432
Value of total assets at end of year	2011-12-31	$19,822,905
Value of total assets at beginning of year	2011-12-31	$19,810,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$825
Total interest from all sources	2011-12-31	$11,916
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$278,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$276,971
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$17,096
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$19,312
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,675,108
Participant contributions at end of year	2011-12-31	$156,453
Participant contributions at beginning of year	2011-12-31	$194,435
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,484
Administrative expenses (other) incurred	2011-12-31	$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$12,454
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,822,905
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,810,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$19,460,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$19,546,439
Interest on participant loans	2011-12-31	$9,626
Income. Interest from corporate debt instruments	2011-12-31	$2,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-716,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$346,840
Income. Dividends from preferred stock	2011-12-31	$1,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,567,802
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$50,249
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$50,265
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$138,311
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$60,000
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$60,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ERNST AND YOUNG
Accountancy firm EIN	2011-12-31	346565596
2010 : TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$9,112
Total unrealized appreciation/depreciation of assets	2010-12-31	$9,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,688,957
Total loss/gain on sale of assets	2010-12-31	$-186
Total of all expenses incurred	2010-12-31	$1,543,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,542,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,844,387
Value of total assets at end of year	2010-12-31	$19,810,451
Value of total assets at beginning of year	2010-12-31	$16,665,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$952
Total interest from all sources	2010-12-31	$14,219
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$222,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$220,361
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$19,312
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$26,966
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,492,263
Participant contributions at end of year	2010-12-31	$194,435
Participant contributions at beginning of year	2010-12-31	$191,591
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$65,073
Other income not declared elsewhere	2010-12-31	$128
Administrative expenses (other) incurred	2010-12-31	$952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,145,027
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,810,451
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,665,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$19,546,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,400,682
Interest on participant loans	2010-12-31	$12,408
Income. Interest from corporate debt instruments	2010-12-31	$1,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,599,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$287,051
Income. Dividends from preferred stock	2010-12-31	$1,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,542,978
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$50,265
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$46,185
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$12,500
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$12,686
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2010-12-31	346565596

Form 5500 Responses for TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS PLAN

2011: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TURNER INVESTMENT PARTNERS, INC. RETIREMENT SAVINGS 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

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Company Name:	TURNER INVESTMENT PARTNERS, INC.
Employer identification number (EIN):	232587824
NAIC Classification:	523900