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TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN 401k Plan overview

Plan NameTURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN
Plan identification number 001

TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TURNER, JONES & ASSOCIATES, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:TURNER, JONES & ASSOCIATES, P.L.L.C.
Employer identification number (EIN):542024361
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01K.V. ALBERT2017-03-09
0012015-01-01K.V. ALBERT2016-07-19
0012014-01-01K.V. ALBERT2015-08-21
0012013-01-01K.V. ALBERT2014-04-17
0012012-01-01K.V. ALBERT2013-10-03
0012011-01-01STEPHEN TURNER

Plan Statistics for TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN

401k plan membership statisitcs for TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN

Measure Date Value
2011: TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-014
Total of all active and inactive participants2011-01-019
Total participants2011-01-019
Number of participants with account balances2011-01-019

Financial Data on TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN

Measure Date Value
2011 : TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,351
Total plan assets at end of year2011-12-31$329,759
Total plan assets at beginning of year2011-12-31$302,408
Total contributions received or receivable from participants2011-12-31$37,453
Other income received2011-12-31$-10,102
Net income (gross income less expenses)2011-12-31$27,351
Net plan assets at end of year (total assets less liabilities)2011-12-31$329,759
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$302,408

Form 5500 Responses for TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN

2011: TURNER, JONES & ASSOCIATES, P.L.L.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number23--00121
Policy instance 1
Insurance contract or identification number23--00121
Number of Individuals Covered9
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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