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TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN
Plan identification number 001

TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

TURNBACH, WARREN, RICE, LLOYD, FREDERICK & SMITH, P.C. has sponsored the creation of one or more 401k plans.

Company Name:TURNBACH, WARREN, RICE, LLOYD, FREDERICK & SMITH, P.C.
Employer identification number (EIN):630836320
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES E. TURNBACH2023-03-03
0012021-01-01JAMES E. TURNBACH2022-02-01
0012020-01-01JAMES E. TURNBACH2021-02-01
0012019-01-01JAMES E. TURNBACH2020-01-17
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES E. TURNBACH
0012013-01-01JAMES E. TURNBACH
0012012-01-01JAMES E. TURNBACH
0012011-01-01JAMES E. TURNBACH
0012009-01-01JAMES E. TURNBACH

Plan Statistics for TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0110
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-0111
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$18,177
Expenses. Total of all expenses incurred2022-12-31$50,023
Benefits paid (including direct rollovers)2022-12-31$46,490
Total plan assets at end of year2022-12-31$482,138
Total plan assets at beginning of year2022-12-31$513,984
Value of fidelity bond covering the plan2022-12-31$265,000
Total contributions received or receivable from participants2022-12-31$39,458
Other income received2022-12-31$-53,755
Net income (gross income less expenses)2022-12-31$-31,846
Net plan assets at end of year (total assets less liabilities)2022-12-31$482,138
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$513,984
Total contributions received or receivable from employer(s)2022-12-31$32,474
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,533
2021 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$100,014
Expenses. Total of all expenses incurred2021-12-31$34,289
Benefits paid (including direct rollovers)2021-12-31$30,933
Total plan assets at end of year2021-12-31$513,984
Total plan assets at beginning of year2021-12-31$448,259
Value of fidelity bond covering the plan2021-12-31$265,000
Total contributions received or receivable from participants2021-12-31$42,320
Other income received2021-12-31$22,120
Net income (gross income less expenses)2021-12-31$65,725
Net plan assets at end of year (total assets less liabilities)2021-12-31$513,984
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$448,259
Total contributions received or receivable from employer(s)2021-12-31$35,574
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$101,353
Expenses. Total of all expenses incurred2020-12-31$43,077
Benefits paid (including direct rollovers)2020-12-31$38,056
Total plan assets at end of year2020-12-31$448,259
Total plan assets at beginning of year2020-12-31$389,983
Value of fidelity bond covering the plan2020-12-31$265,000
Total contributions received or receivable from participants2020-12-31$44,133
Other income received2020-12-31$25,428
Net income (gross income less expenses)2020-12-31$58,276
Net plan assets at end of year (total assets less liabilities)2020-12-31$448,259
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$389,983
Total contributions received or receivable from employer(s)2020-12-31$31,792
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$84,022
Expenses. Total of all expenses incurred2019-12-31$4,928
Benefits paid (including direct rollovers)2019-12-31$257
Total plan assets at end of year2019-12-31$389,983
Total plan assets at beginning of year2019-12-31$310,889
Value of fidelity bond covering the plan2019-12-31$265,000
Total contributions received or receivable from participants2019-12-31$17,635
Other income received2019-12-31$42,679
Net income (gross income less expenses)2019-12-31$79,094
Net plan assets at end of year (total assets less liabilities)2019-12-31$389,983
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$310,889
Total contributions received or receivable from employer(s)2019-12-31$23,708
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,671
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$45,130
Expenses. Total of all expenses incurred2018-12-31$1,119,407
Benefits paid (including direct rollovers)2018-12-31$1,112,224
Total plan assets at end of year2018-12-31$310,889
Total plan assets at beginning of year2018-12-31$1,385,166
Value of fidelity bond covering the plan2018-12-31$265,000
Total contributions received or receivable from participants2018-12-31$45,134
Other income received2018-12-31$-27,307
Net income (gross income less expenses)2018-12-31$-1,074,277
Net plan assets at end of year (total assets less liabilities)2018-12-31$310,889
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,385,166
Total contributions received or receivable from employer(s)2018-12-31$27,303
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$259,052
Expenses. Total of all expenses incurred2017-12-31$11,480
Total plan assets at end of year2017-12-31$1,385,166
Total plan assets at beginning of year2017-12-31$1,137,594
Value of fidelity bond covering the plan2017-12-31$265,000
Total contributions received or receivable from participants2017-12-31$49,675
Other income received2017-12-31$168,578
Net income (gross income less expenses)2017-12-31$247,572
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,385,166
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,137,594
Total contributions received or receivable from employer(s)2017-12-31$40,799
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,480
2016 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$130,155
Expenses. Total of all expenses incurred2016-12-31$9,940
Total plan assets at end of year2016-12-31$1,137,594
Total plan assets at beginning of year2016-12-31$1,017,379
Value of fidelity bond covering the plan2016-12-31$265,000
Total contributions received or receivable from participants2016-12-31$46,009
Other income received2016-12-31$47,058
Net income (gross income less expenses)2016-12-31$120,215
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,137,594
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,017,379
Total contributions received or receivable from employer(s)2016-12-31$37,088
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,940
2015 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$66,850
Expenses. Total of all expenses incurred2015-12-31$788,428
Benefits paid (including direct rollovers)2015-12-31$777,273
Total plan assets at end of year2015-12-31$1,017,379
Total plan assets at beginning of year2015-12-31$1,738,957
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$40,906
Other income received2015-12-31$-3,118
Net income (gross income less expenses)2015-12-31$-721,578
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,017,379
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,738,957
Total contributions received or receivable from employer(s)2015-12-31$29,062
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$199,161
Expenses. Total of all expenses incurred2014-12-31$162,792
Benefits paid (including direct rollovers)2014-12-31$147,595
Total plan assets at end of year2014-12-31$1,738,957
Total plan assets at beginning of year2014-12-31$1,702,588
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$57,327
Other income received2014-12-31$112,903
Net income (gross income less expenses)2014-12-31$36,369
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,738,957
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,702,588
Total contributions received or receivable from employer(s)2014-12-31$28,931
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$286,988
Expenses. Total of all expenses incurred2013-12-31$13,225
Total plan assets at end of year2013-12-31$1,702,588
Total plan assets at beginning of year2013-12-31$1,428,825
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$70,605
Other income received2013-12-31$184,113
Net income (gross income less expenses)2013-12-31$273,763
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,702,588
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,428,825
Total contributions received or receivable from employer(s)2013-12-31$32,270
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$13,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$235,113
Expenses. Total of all expenses incurred2012-12-31$13,840
Total plan assets at end of year2012-12-31$1,428,825
Total plan assets at beginning of year2012-12-31$1,207,552
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$68,982
Other income received2012-12-31$134,814
Net income (gross income less expenses)2012-12-31$221,273
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,428,825
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,207,552
Total contributions received or receivable from employer(s)2012-12-31$31,317
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13,840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$89,641
Expenses. Total of all expenses incurred2011-12-31$28,649
Benefits paid (including direct rollovers)2011-12-31$20,426
Total plan assets at end of year2011-12-31$1,207,552
Total plan assets at beginning of year2011-12-31$1,146,560
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$66,515
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-7,743
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$60,992
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,207,552
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,146,560
Total contributions received or receivable from employer(s)2011-12-31$30,869
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$196,158
Expenses. Total of all expenses incurred2010-12-31$10,864
Total plan assets at end of year2010-12-31$1,146,561
Total plan assets at beginning of year2010-12-31$961,267
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$74,144
Other income received2010-12-31$85,944
Net income (gross income less expenses)2010-12-31$185,294
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,146,561
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$961,267
Total contributions received or receivable from employer(s)2010-12-31$36,070
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,864
2009 : TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN

2022: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TURNBACH, WARREN, ROBERTS & LLOYD, P.C. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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