401k Plan data: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN plan

TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN
Plan identification number	001

TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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, FREDERICK & SMITH, P.C. has sponsored the creation of one or more 401k plans.

Company Name: TURNBACH, WARREN, RICE, 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, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES E. TURNBACH 2024-03-18
001 2022-01-01 JAMES E. TURNBACH 2023-03-03
001 2021-01-01 JAMES E. TURNBACH 2022-02-01
001 2020-01-01 JAMES E. TURNBACH 2021-02-01
001 2019-01-01 JAMES E. TURNBACH 2020-01-17
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES E. TURNBACH
001 2013-01-01 JAMES E. TURNBACH
001 2012-01-01 JAMES E. TURNBACH
001 2011-01-01 JAMES E. TURNBACH
001 2009-01-01 JAMES E. TURNBACH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JAMES E. TURNBACH	2024-03-18
001	2022-01-01	JAMES E. TURNBACH	2023-03-03
001	2021-01-01	JAMES E. TURNBACH	2022-02-01
001	2020-01-01	JAMES E. TURNBACH	2021-02-01
001	2019-01-01	JAMES E. TURNBACH	2020-01-17
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES E. TURNBACH
001	2013-01-01	JAMES E. TURNBACH
001	2012-01-01	JAMES E. TURNBACH
001	2011-01-01	JAMES E. TURNBACH
001	2009-01-01	JAMES E. TURNBACH

Plan Statistics for TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2023: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 10
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 0
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	10
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	0
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$86,039
Expenses. Total of all expenses incurred	2023-12-31	$4,800
Total plan assets at end of year	2023-12-31	$563,377
Total plan assets at beginning of year	2023-12-31	$482,138
Value of fidelity bond covering the plan	2023-12-31	$265,000
Total contributions received or receivable from participants	2023-12-31	$39,465
Other income received	2023-12-31	$17,678
Net income (gross income less expenses)	2023-12-31	$81,239
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$563,377
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$482,138
Total contributions received or receivable from employer(s)	2023-12-31	$28,896
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$4,800
2022 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$18,177
Expenses. Total of all expenses incurred	2022-12-31	$50,023
Benefits paid (including direct rollovers)	2022-12-31	$46,490
Total plan assets at end of year	2022-12-31	$482,138
Total plan assets at beginning of year	2022-12-31	$513,984
Value of fidelity bond covering the plan	2022-12-31	$265,000
Total contributions received or receivable from participants	2022-12-31	$39,458
Other income received	2022-12-31	$-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, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$100,014
Expenses. Total of all expenses incurred	2021-12-31	$34,289
Benefits paid (including direct rollovers)	2021-12-31	$30,933
Total plan assets at end of year	2021-12-31	$513,984
Total plan assets at beginning of year	2021-12-31	$448,259
Value of fidelity bond covering the plan	2021-12-31	$265,000
Total contributions received or receivable from participants	2021-12-31	$42,320
Other income received	2021-12-31	$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 securities	2021-12-31	$0
2020 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$101,353
Expenses. Total of all expenses incurred	2020-12-31	$43,077
Benefits paid (including direct rollovers)	2020-12-31	$38,056
Total plan assets at end of year	2020-12-31	$448,259
Total plan assets at beginning of year	2020-12-31	$389,983
Value of fidelity bond covering the plan	2020-12-31	$265,000
Total contributions received or receivable from participants	2020-12-31	$44,133
Other income received	2020-12-31	$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 securities	2020-12-31	$0
2019 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$84,022
Expenses. Total of all expenses incurred	2019-12-31	$4,928
Benefits paid (including direct rollovers)	2019-12-31	$257
Total plan assets at end of year	2019-12-31	$389,983
Total plan assets at beginning of year	2019-12-31	$310,889
Value of fidelity bond covering the plan	2019-12-31	$265,000
Total contributions received or receivable from participants	2019-12-31	$17,635
Other income received	2019-12-31	$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 securities	2019-12-31	$0
2018 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$45,130
Expenses. Total of all expenses incurred	2018-12-31	$1,119,407
Benefits paid (including direct rollovers)	2018-12-31	$1,112,224
Total plan assets at end of year	2018-12-31	$310,889
Total plan assets at beginning of year	2018-12-31	$1,385,166
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$45,134
Other income received	2018-12-31	$-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 securities	2018-12-31	$0
2017 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$259,052
Expenses. Total of all expenses incurred	2017-12-31	$11,480
Total plan assets at end of year	2017-12-31	$1,385,166
Total plan assets at beginning of year	2017-12-31	$1,137,594
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$49,675
Other income received	2017-12-31	$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, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$130,155
Expenses. Total of all expenses incurred	2016-12-31	$9,940
Total plan assets at end of year	2016-12-31	$1,137,594
Total plan assets at beginning of year	2016-12-31	$1,017,379
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$46,009
Other income received	2016-12-31	$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, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$66,850
Expenses. Total of all expenses incurred	2015-12-31	$788,428
Benefits paid (including direct rollovers)	2015-12-31	$777,273
Total plan assets at end of year	2015-12-31	$1,017,379
Total plan assets at beginning of year	2015-12-31	$1,738,957
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$40,906
Other income received	2015-12-31	$-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 securities	2015-12-31	$0
2014 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$199,161
Expenses. Total of all expenses incurred	2014-12-31	$162,792
Benefits paid (including direct rollovers)	2014-12-31	$147,595
Total plan assets at end of year	2014-12-31	$1,738,957
Total plan assets at beginning of year	2014-12-31	$1,702,588
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$57,327
Other income received	2014-12-31	$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 securities	2014-12-31	$0
2013 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$286,988
Expenses. Total of all expenses incurred	2013-12-31	$13,225
Total plan assets at end of year	2013-12-31	$1,702,588
Total plan assets at beginning of year	2013-12-31	$1,428,825
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$70,605
Other income received	2013-12-31	$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 securities	2013-12-31	$0
2012 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$235,113
Expenses. Total of all expenses incurred	2012-12-31	$13,840
Total plan assets at end of year	2012-12-31	$1,428,825
Total plan assets at beginning of year	2012-12-31	$1,207,552
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$68,982
Other income received	2012-12-31	$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 securities	2012-12-31	$0
2011 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$89,641
Expenses. Total of all expenses incurred	2011-12-31	$28,649
Benefits paid (including direct rollovers)	2011-12-31	$20,426
Total plan assets at end of year	2011-12-31	$1,207,552
Total plan assets at beginning of year	2011-12-31	$1,146,560
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$66,515
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-7,743
Noncash contributions received	2011-12-31	$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 loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$196,158
Expenses. Total of all expenses incurred	2010-12-31	$10,864
Total plan assets at end of year	2010-12-31	$1,146,561
Total plan assets at beginning of year	2010-12-31	$961,267
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$74,144
Other income received	2010-12-31	$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, RICE, FREDERICK & SMITH, 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 securities	2009-12-31	$0

Form 5500 Responses for TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN

2023: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT 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: TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C. 401(K) RETIREMENT 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:	TURNBACH, WARREN, RICE, FREDERICK & SMITH, P.C.
Employer identification number (EIN):	630836320
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers