401k Plan data: TURNBERRY MANAGEMENT III INC. 401(K) PLAN plan

TURNBERRY MANAGEMENT III INC. 401(K) PLAN 401k Plan overview

Plan Name	TURNBERRY MANAGEMENT III INC. 401(K) PLAN
Plan identification number	001

TURNBERRY MANAGEMENT III INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TURNBERRY MANAGEMENT III INC. has sponsored the creation of one or more 401k plans.

Company Name: TURNBERRY MANAGEMENT III INC.

Employer identification number (EIN): 650865331

NAIC Classification: 481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNBERRY MANAGEMENT III INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JACQUELYN SOFFER
001 2013-01-01 JACQUELYN SOFFER
001 2012-01-01 JACQUELYN SOFFER JACQUELYN SOFFER 2013-10-14
001 2011-01-01 JACQUELYN SOFFER
001 2010-01-01 JACQUELYN SOFFER
001 2009-01-01 PHILIP GOLDFARB JACQUELYN SOFFER 2010-10-13
001 2009-01-01 PHILIP GOLDFARB JACQUELYN SOFFER 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JACQUELYN SOFFER
001	2013-01-01	JACQUELYN SOFFER
001	2012-01-01	JACQUELYN SOFFER	JACQUELYN SOFFER	2013-10-14
001	2011-01-01	JACQUELYN SOFFER
001	2010-01-01	JACQUELYN SOFFER
001	2009-01-01	PHILIP GOLDFARB	JACQUELYN SOFFER	2010-10-13
001	2009-01-01	PHILIP GOLDFARB	JACQUELYN SOFFER	2010-10-08

Plan Statistics for TURNBERRY MANAGEMENT III INC. 401(K) PLAN

401k plan membership statisitcs for TURNBERRY MANAGEMENT III INC. 401(K) PLAN

Measure Date Value
2014: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
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 8
Total of all active and inactive participants 2014-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 82
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 66
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 3
Total of all active and inactive participants 2013-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 69
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
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 4
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
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 3
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 29
Number of participants with account balances 2010-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 9
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2014: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
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	8
Total of all active and inactive participants	2014-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	82
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	66
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	3
Total of all active and inactive participants	2013-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	69
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
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	4
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
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	3
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	29
Number of participants with account balances	2010-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	9
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on TURNBERRY MANAGEMENT III INC. 401(K) PLAN

Measure	Date	Value
2014 : TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$277,372
Expenses. Total of all expenses incurred	2014-12-31	$38,356
Benefits paid (including direct rollovers)	2014-12-31	$744
Total plan assets at end of year	2014-12-31	$1,406,243
Total plan assets at beginning of year	2014-12-31	$1,167,227
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$125,038
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$52,945
Other income received	2014-12-31	$56,266
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$239,016
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,406,243
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,167,227
Assets. Value of participant loans	2014-12-31	$46,315
Total contributions received or receivable from employer(s)	2014-12-31	$43,123
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$33,308
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,304
2013 : TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$264,475
Expenses. Total of all expenses incurred	2013-12-31	$89,934
Benefits paid (including direct rollovers)	2013-12-31	$66,986
Total plan assets at end of year	2013-12-31	$1,167,227
Total plan assets at beginning of year	2013-12-31	$992,686
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$83,616
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$25,016
Other income received	2013-12-31	$112,390
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$174,541
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,167,227
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$992,686
Assets. Value of participant loans	2013-12-31	$10,359
Total contributions received or receivable from employer(s)	2013-12-31	$43,453
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$21,007
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,941
2012 : TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$193,308
Expenses. Total of all expenses incurred	2012-12-31	$125,878
Benefits paid (including direct rollovers)	2012-12-31	$124,727
Total plan assets at end of year	2012-12-31	$992,686
Total plan assets at beginning of year	2012-12-31	$925,256
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$65,387
Other income received	2012-12-31	$88,411
Net income (gross income less expenses)	2012-12-31	$67,430
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$992,686
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$925,256
Assets. Value of participant loans	2012-12-31	$4,136
Total contributions received or receivable from employer(s)	2012-12-31	$39,510
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,151
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$93,439
Expenses. Total of all expenses incurred	2011-12-31	$149,084
Benefits paid (including direct rollovers)	2011-12-31	$140,860
Total plan assets at end of year	2011-12-31	$925,256
Total plan assets at beginning of year	2011-12-31	$980,901
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$74,192
Contributions received from other sources (not participants or employers)	2011-12-31	$2,543
Other income received	2011-12-31	$-43,603
Net income (gross income less expenses)	2011-12-31	$-55,645
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$925,256
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$980,901
Assets. Value of participant loans	2011-12-31	$34,708
Total contributions received or receivable from employer(s)	2011-12-31	$60,307
Value of corrective distributions	2011-12-31	$7,081
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$222,825
Expenses. Total of all expenses incurred	2010-12-31	$63,200
Benefits paid (including direct rollovers)	2010-12-31	$62,007
Total plan assets at end of year	2010-12-31	$980,901
Total plan assets at beginning of year	2010-12-31	$821,276
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$70,484
Other income received	2010-12-31	$94,793
Net income (gross income less expenses)	2010-12-31	$159,625
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$980,901
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$821,276
Assets. Value of participant loans	2010-12-31	$15,586
Total contributions received or receivable from employer(s)	2010-12-31	$57,548
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,193
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TURNBERRY MANAGEMENT III INC. 401(K) 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 TURNBERRY MANAGEMENT III INC. 401(K) PLAN

2014: TURNBERRY MANAGEMENT III INC. 401(K) 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: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: TURNBERRY MANAGEMENT III INC. 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TURNBERRY MANAGEMENT III INC. 401(K) 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
2010: TURNBERRY MANAGEMENT III INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TURNBERRY MANAGEMENT III INC. 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TURNBERRY MANAGEMENT III INC. 401(K) PLAN [EIN = 201729964]

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Company Name:	TURNBERRY MANAGEMENT III INC.
Employer identification number (EIN):	650865331
NAIC Classification:	481000
NAIC Description:	Air Transportation