401k Plan data: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN plan

EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN
Plan identification number	001

EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

TURNER, ONDERDONK, KIMBROUGH & HOWELL, PA has sponsored the creation of one or more 401k plans.

Company Name: TURNER, ONDERDONK, KIMBROUGH & HOWELL, PA

Employer identification number (EIN): 630142907

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01
001 2017-02-01 EDWARD P. TURNER, JR. EDWARD P. TURNER, JR. 2018-07-18
001 2016-02-01 EDWARD P. TURNER, JR. EDWARD P. TURNER, JR. 2017-08-25
001 2015-02-01 EDWARD P. TURNER, JR. EDWARD P. TURNER, JR. 2016-08-29
001 2014-02-01 EDWARD TURNER EDWARD TURNER 2015-09-08
001 2013-02-01 EDWARD P. TURNER, JR.
001 2012-02-01 EDWARD P. TURNER, JR. EDWARD P. TURNER, JR. 2013-10-14
001 2011-02-01 EDWARD P. TURNER, JR. EDWARD P. TURNER, JR. 2012-08-30
001 2009-02-01 EDWARD P. TURNER, JR.

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-02-01
001	2021-02-01
001	2020-02-01
001	2019-02-01
001	2018-02-01
001	2017-02-01	EDWARD P. TURNER, JR.	EDWARD P. TURNER, JR.	2018-07-18
001	2016-02-01	EDWARD P. TURNER, JR.	EDWARD P. TURNER, JR.	2017-08-25
001	2015-02-01	EDWARD P. TURNER, JR.	EDWARD P. TURNER, JR.	2016-08-29
001	2014-02-01	EDWARD TURNER	EDWARD TURNER	2015-09-08
001	2013-02-01	EDWARD P. TURNER, JR.
001	2012-02-01	EDWARD P. TURNER, JR.	EDWARD P. TURNER, JR.	2013-10-14
001	2011-02-01	EDWARD P. TURNER, JR.	EDWARD P. TURNER, JR.	2012-08-30
001	2009-02-01	EDWARD P. TURNER, JR.

Plan Statistics for EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN

Measure Date Value
2022: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-02-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 15
Number of retired or separated participants receiving benefits 2022-02-01 4
Number of other retired or separated participants entitled to future benefits 2022-02-01 3
Total of all active and inactive participants 2022-02-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 22
Number of participants with account balances 2022-02-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 1
2021: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 23
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 16
Number of retired or separated participants receiving benefits 2021-02-01 4
Number of other retired or separated participants entitled to future benefits 2021-02-01 3
Total of all active and inactive participants 2021-02-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 23
Number of participants with account balances 2021-02-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 12
Number of retired or separated participants receiving benefits 2020-02-01 4
Number of other retired or separated participants entitled to future benefits 2020-02-01 3
Total of all active and inactive participants 2020-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 19
Number of participants with account balances 2020-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 1
2019: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 20
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 13
Number of retired or separated participants receiving benefits 2019-02-01 3
Number of other retired or separated participants entitled to future benefits 2019-02-01 3
Total of all active and inactive participants 2019-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 19
Number of participants with account balances 2019-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 14
Number of retired or separated participants receiving benefits 2018-02-01 2
Number of other retired or separated participants entitled to future benefits 2018-02-01 4
Total of all active and inactive participants 2018-02-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 20
Number of participants with account balances 2018-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 15
Number of retired or separated participants receiving benefits 2017-02-01 2
Number of other retired or separated participants entitled to future benefits 2017-02-01 4
Total of all active and inactive participants 2017-02-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 21
Number of participants with account balances 2017-02-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 16
Number of retired or separated participants receiving benefits 2016-02-01 1
Number of other retired or separated participants entitled to future benefits 2016-02-01 4
Total of all active and inactive participants 2016-02-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 21
Number of participants with account balances 2016-02-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 15
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 5
Total of all active and inactive participants 2015-02-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 20
Number of participants with account balances 2015-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 2
2014: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 14
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 4
Total of all active and inactive participants 2014-02-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 18
Number of participants with account balances 2014-02-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 16
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 5
Total of all active and inactive participants 2013-02-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 21
Number of participants with account balances 2013-02-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 1
2012: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 17
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 4
Total of all active and inactive participants 2012-02-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 21
Number of participants with account balances 2012-02-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 17
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 4
Total of all active and inactive participants 2011-02-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 21
Number of participants with account balances 2011-02-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 17
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 6
Total of all active and inactive participants 2009-02-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 23
Number of participants with account balances 2009-02-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 1

Measure	Date	Value
2022: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-02-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	15
Number of retired or separated participants receiving benefits	2022-02-01	4
Number of other retired or separated participants entitled to future benefits	2022-02-01	3
Total of all active and inactive participants	2022-02-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	22
Number of participants with account balances	2022-02-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	1
2021: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	23
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	16
Number of retired or separated participants receiving benefits	2021-02-01	4
Number of other retired or separated participants entitled to future benefits	2021-02-01	3
Total of all active and inactive participants	2021-02-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	23
Number of participants with account balances	2021-02-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	12
Number of retired or separated participants receiving benefits	2020-02-01	4
Number of other retired or separated participants entitled to future benefits	2020-02-01	3
Total of all active and inactive participants	2020-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	19
Number of participants with account balances	2020-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	1
2019: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	20
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	13
Number of retired or separated participants receiving benefits	2019-02-01	3
Number of other retired or separated participants entitled to future benefits	2019-02-01	3
Total of all active and inactive participants	2019-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	19
Number of participants with account balances	2019-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	14
Number of retired or separated participants receiving benefits	2018-02-01	2
Number of other retired or separated participants entitled to future benefits	2018-02-01	4
Total of all active and inactive participants	2018-02-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	20
Number of participants with account balances	2018-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	15
Number of retired or separated participants receiving benefits	2017-02-01	2
Number of other retired or separated participants entitled to future benefits	2017-02-01	4
Total of all active and inactive participants	2017-02-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	21
Number of participants with account balances	2017-02-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	16
Number of retired or separated participants receiving benefits	2016-02-01	1
Number of other retired or separated participants entitled to future benefits	2016-02-01	4
Total of all active and inactive participants	2016-02-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	21
Number of participants with account balances	2016-02-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	15
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	5
Total of all active and inactive participants	2015-02-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	20
Number of participants with account balances	2015-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	2
2014: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	14
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	4
Total of all active and inactive participants	2014-02-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	18
Number of participants with account balances	2014-02-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	16
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	5
Total of all active and inactive participants	2013-02-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	21
Number of participants with account balances	2013-02-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	1
2012: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	17
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	4
Total of all active and inactive participants	2012-02-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	21
Number of participants with account balances	2012-02-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	17
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	4
Total of all active and inactive participants	2011-02-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	21
Number of participants with account balances	2011-02-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	17
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	6
Total of all active and inactive participants	2009-02-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	23
Number of participants with account balances	2009-02-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	1

Financial Data on EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN

Measure	Date	Value
2023 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-01-31	$-5,883
Expenses. Total of all expenses incurred	2023-01-31	$258,381
Benefits paid (including direct rollovers)	2023-01-31	$192,264
Total plan assets at end of year	2023-01-31	$11,193,923
Total plan assets at beginning of year	2023-01-31	$11,458,187
Value of fidelity bond covering the plan	2023-01-31	$1,145,819
Total contributions received or receivable from participants	2023-01-31	$139,955
Contributions received from other sources (not participants or employers)	2023-01-31	$0
Other income received	2023-01-31	$-285,793
Net income (gross income less expenses)	2023-01-31	$-264,264
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$11,193,923
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$11,458,187
Total contributions received or receivable from employer(s)	2023-01-31	$139,955
Expenses. Administrative service providers (salaries,fees and commissions)	2023-01-31	$66,117
2022 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-01-31	$150
Total income from all sources	2022-01-31	$2,341,179
Expenses. Total of all expenses incurred	2022-01-31	$295,233
Benefits paid (including direct rollovers)	2022-01-31	$202,594
Total plan assets at end of year	2022-01-31	$11,458,187
Total plan assets at beginning of year	2022-01-31	$9,412,391
Value of fidelity bond covering the plan	2022-01-31	$500,000
Total contributions received or receivable from participants	2022-01-31	$133,364
Contributions received from other sources (not participants or employers)	2022-01-31	$19,781
Other income received	2022-01-31	$2,054,670
Net income (gross income less expenses)	2022-01-31	$2,045,946
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$11,458,187
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$9,412,241
Assets. Value of real-estate (other than employer real property)	2022-01-31	$314,573
Total contributions received or receivable from employer(s)	2022-01-31	$133,364
Expenses. Administrative service providers (salaries,fees and commissions)	2022-01-31	$92,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
2021 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-01-31	$150
Total plan liabilities at beginning of year	2021-01-31	$150
Total income from all sources	2021-01-31	$1,132,250
Expenses. Total of all expenses incurred	2021-01-31	$199,372
Benefits paid (including direct rollovers)	2021-01-31	$148,748
Total plan assets at end of year	2021-01-31	$9,412,391
Total plan assets at beginning of year	2021-01-31	$8,479,513
Value of fidelity bond covering the plan	2021-01-31	$500,000
Total contributions received or receivable from participants	2021-01-31	$88,998
Other income received	2021-01-31	$954,254
Net income (gross income less expenses)	2021-01-31	$932,878
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$9,412,241
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$8,479,363
Assets. Value of real-estate (other than employer real property)	2021-01-31	$314,550
Total contributions received or receivable from employer(s)	2021-01-31	$88,998
Expenses. Administrative service providers (salaries,fees and commissions)	2021-01-31	$50,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
2020 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-01-31	$150
Total plan liabilities at beginning of year	2020-01-31	$150
Total income from all sources	2020-01-31	$1,414,811
Expenses. Total of all expenses incurred	2020-01-31	$174,725
Benefits paid (including direct rollovers)	2020-01-31	$116,653
Total plan assets at end of year	2020-01-31	$8,479,513
Total plan assets at beginning of year	2020-01-31	$7,239,427
Value of fidelity bond covering the plan	2020-01-31	$500,000
Total contributions received or receivable from participants	2020-01-31	$113,681
Other income received	2020-01-31	$1,187,449
Net income (gross income less expenses)	2020-01-31	$1,240,086
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$8,479,363
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$7,239,277
Assets. Value of real-estate (other than employer real property)	2020-01-31	$912,347
Total contributions received or receivable from employer(s)	2020-01-31	$113,681
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$58,072
2019 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-01-31	$150
Total plan liabilities at beginning of year	2019-01-31	$150
Total income from all sources	2019-01-31	$-89,306
Expenses. Total of all expenses incurred	2019-01-31	$340,107
Benefits paid (including direct rollovers)	2019-01-31	$278,276
Total plan assets at end of year	2019-01-31	$7,239,427
Total plan assets at beginning of year	2019-01-31	$7,668,840
Value of fidelity bond covering the plan	2019-01-31	$500,000
Total contributions received or receivable from participants	2019-01-31	$77,420
Other income received	2019-01-31	$-247,720
Net income (gross income less expenses)	2019-01-31	$-429,413
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$7,239,277
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$7,668,690
Assets. Value of real-estate (other than employer real property)	2019-01-31	$917,469
Total contributions received or receivable from employer(s)	2019-01-31	$80,994
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$61,831
2018 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$1,254,034
Expenses. Total of all expenses incurred	2018-01-31	$151,383
Benefits paid (including direct rollovers)	2018-01-31	$97,735
Total plan assets at end of year	2018-01-31	$7,668,690
Total plan assets at beginning of year	2018-01-31	$6,566,039
Value of fidelity bond covering the plan	2018-01-31	$500,000
Total contributions received or receivable from participants	2018-01-31	$90,997
Other income received	2018-01-31	$1,068,386
Net income (gross income less expenses)	2018-01-31	$1,102,651
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$7,668,690
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$6,566,039
Assets. Value of real-estate (other than employer real property)	2018-01-31	$890,900
Total contributions received or receivable from employer(s)	2018-01-31	$94,651
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$53,648
2017 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$972,905
Expenses. Total of all expenses incurred	2017-01-31	$247,857
Benefits paid (including direct rollovers)	2017-01-31	$191,594
Total plan assets at end of year	2017-01-31	$6,566,039
Total plan assets at beginning of year	2017-01-31	$5,840,991
Value of fidelity bond covering the plan	2017-01-31	$500,000
Total contributions received or receivable from participants	2017-01-31	$92,529
Expenses. Other expenses not covered elsewhere	2017-01-31	$56,263
Contributions received from other sources (not participants or employers)	2017-01-31	$330
Other income received	2017-01-31	$787,517
Net income (gross income less expenses)	2017-01-31	$725,048
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$6,566,039
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$5,840,991
Assets. Value of real-estate (other than employer real property)	2017-01-31	$908,659
Total contributions received or receivable from employer(s)	2017-01-31	$92,529
2016 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$22,495
Expenses. Total of all expenses incurred	2016-01-31	$202,070
Benefits paid (including direct rollovers)	2016-01-31	$147,909
Total plan assets at end of year	2016-01-31	$5,840,991
Total plan assets at beginning of year	2016-01-31	$6,020,566
Value of fidelity bond covering the plan	2016-01-31	$500,000
Total contributions received or receivable from participants	2016-01-31	$93,990
Noncash contributions received	2016-01-31	$-172,889
Net income (gross income less expenses)	2016-01-31	$-179,575
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$5,840,991
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$6,020,566
Assets. Value of real-estate (other than employer real property)	2016-01-31	$717,175
Total contributions received or receivable from employer(s)	2016-01-31	$101,394
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$54,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-01-31	$0
Minimum employer required contribution for this plan year	2016-01-31	$0
Amount contributed by the employer to the plan for this plan year	2016-01-31	$0
2015 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$528,655
Expenses. Total of all expenses incurred	2015-01-31	$217,943
Benefits paid (including direct rollovers)	2015-01-31	$140,158
Total plan assets at end of year	2015-01-31	$6,020,566
Total plan assets at beginning of year	2015-01-31	$5,709,854
Value of fidelity bond covering the plan	2015-01-31	$500,000
Total contributions received or receivable from participants	2015-01-31	$26,826
Other income received	2015-01-31	$489,289
Net income (gross income less expenses)	2015-01-31	$310,712
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$6,020,566
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$5,709,854
Assets. Value of real-estate (other than employer real property)	2015-01-31	$716,386
Total contributions received or receivable from employer(s)	2015-01-31	$12,540
Value of corrective distributions	2015-01-31	$22,786
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$54,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-01-31	$639,314
Expenses. Total of all expenses incurred	2014-01-31	$170,526
Benefits paid (including direct rollovers)	2014-01-31	$111,261
Total plan assets at end of year	2014-01-31	$5,709,854
Total plan assets at beginning of year	2014-01-31	$5,241,066
Value of fidelity bond covering the plan	2014-01-31	$500,000
Total contributions received or receivable from participants	2014-01-31	$91,159
Other income received	2014-01-31	$459,173
Net income (gross income less expenses)	2014-01-31	$468,788
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$5,709,854
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$5,241,066
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$34,810
Assets. Value of real-estate (other than employer real property)	2014-01-31	$720,440
Total contributions received or receivable from employer(s)	2014-01-31	$88,982
Value of corrective distributions	2014-01-31	$8,199
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$51,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$443,290
Expenses. Total of all expenses incurred	2013-01-31	$772,818
Benefits paid (including direct rollovers)	2013-01-31	$724,486
Total plan assets at end of year	2013-01-31	$5,241,066
Total plan assets at beginning of year	2013-01-31	$5,570,594
Value of fidelity bond covering the plan	2013-01-31	$500,000
Total contributions received or receivable from participants	2013-01-31	$97,117
Other income received	2013-01-31	$256,855
Net income (gross income less expenses)	2013-01-31	$-329,528
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$5,241,066
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$5,570,594
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$0
Assets. Value of real-estate (other than employer real property)	2013-01-31	$665,803
Total contributions received or receivable from employer(s)	2013-01-31	$89,318
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$48,332
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$390,782
Expenses. Total of all expenses incurred	2012-01-31	$413,196
Benefits paid (including direct rollovers)	2012-01-31	$362,821
Total plan assets at end of year	2012-01-31	$5,570,594
Total plan assets at beginning of year	2012-01-31	$5,593,008
Value of fidelity bond covering the plan	2012-01-31	$500,000
Total contributions received or receivable from participants	2012-01-31	$84,911
Other income received	2012-01-31	$224,627
Net income (gross income less expenses)	2012-01-31	$-22,414
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$5,570,594
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$5,593,008
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$174,846
Assets. Value of real-estate (other than employer real property)	2012-01-31	$737,826
Total contributions received or receivable from employer(s)	2012-01-31	$81,244
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$50,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-01-31	$917,569
Expenses. Total of all expenses incurred	2011-01-31	$198,108
Benefits paid (including direct rollovers)	2011-01-31	$144,315
Total plan assets at end of year	2011-01-31	$5,593,008
Total plan assets at beginning of year	2011-01-31	$4,873,547
Value of fidelity bond covering the plan	2011-01-31	$500,000
Total contributions received or receivable from participants	2011-01-31	$88,927
Other income received	2011-01-31	$749,005
Net income (gross income less expenses)	2011-01-31	$719,461
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$5,593,008
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$4,873,547
Assets. Value of assets in partnership/joint-venture interests	2011-01-31	$157,687
Assets. Value of real-estate (other than employer real property)	2011-01-31	$766,741
Total contributions received or receivable from employer(s)	2011-01-31	$79,637
Value of corrective distributions	2011-01-31	$4,099
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$49,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN

2022: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	No
2022-02-01	This submission is the final filing	No
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD P. TURNER, JR. PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TURNER, ONDERDONK, KIMBROUGH & HOWELL, PA
Employer identification number (EIN):	630142907
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers