401k Plan data: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST plan

TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TURNER & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: TURNER & COMPANY, INC.

Employer identification number (EIN): 730796610

NAIC Classification: 237210
NAIC Description: Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DEREK S. TURNER 2023-07-18
001 2021-01-01 DEREK S. TURNER 2022-05-18
001 2020-01-01 DEREK S. TURNER 2021-07-01
001 2019-01-01 DEREK S. TURNER 2020-07-02
001 2018-01-01 DEREK S. TURNER 2019-10-03
001 2017-01-01 DEREK S. TURNER 2018-10-09
001 2016-01-01 ALAN SIMPSON
001 2015-01-01 ALAN SIMPSON
001 2014-01-01 DEREK S TURNER 2015-09-29
001 2013-01-01 DEREK TURNER
001 2012-01-01 ALAN SIMPSON
001 2011-01-01 ALAN SIMPSON
001 2010-01-01 ALAN SIMPSON
001 2009-01-01
001 2009-01-01 ALAN SIMPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DEREK S. TURNER	2023-07-18
001	2021-01-01	DEREK S. TURNER	2022-05-18
001	2020-01-01	DEREK S. TURNER	2021-07-01
001	2019-01-01	DEREK S. TURNER	2020-07-02
001	2018-01-01	DEREK S. TURNER	2019-10-03
001	2017-01-01	DEREK S. TURNER	2018-10-09
001	2016-01-01	ALAN SIMPSON
001	2015-01-01	ALAN SIMPSON
001	2014-01-01	DEREK S TURNER	2015-09-29
001	2013-01-01	DEREK TURNER
001	2012-01-01	ALAN SIMPSON
001	2011-01-01	ALAN SIMPSON
001	2010-01-01	ALAN SIMPSON
001	2009-01-01
001	2009-01-01	ALAN SIMPSON

Plan Statistics for TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
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 7
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 8
Total of all active and inactive participants 2015-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 6
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
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 5
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
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 5
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
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 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 26
Number of participants with account balances 2010-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
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 5
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2016: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
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	7
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	8
Total of all active and inactive participants	2015-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	6
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
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	5
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
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	5
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
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	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	26
Number of participants with account balances	2010-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
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	5
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$102,529
Expenses. Total of all expenses incurred	2016-12-31	$58,318
Benefits paid (including direct rollovers)	2016-12-31	$44,946
Total plan assets at end of year	2016-12-31	$984,076
Total plan assets at beginning of year	2016-12-31	$939,865
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$31,849
Other income received	2016-12-31	$66,975
Net income (gross income less expenses)	2016-12-31	$44,211
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$984,076
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$939,865
Total contributions received or receivable from employer(s)	2016-12-31	$3,705
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$38,422
Expenses. Total of all expenses incurred	2015-12-31	$39,596
Benefits paid (including direct rollovers)	2015-12-31	$26,470
Total plan assets at end of year	2015-12-31	$939,865
Total plan assets at beginning of year	2015-12-31	$941,039
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$33,800
Other income received	2015-12-31	$785
Net income (gross income less expenses)	2015-12-31	$-1,174
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$939,865
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$941,039
Total contributions received or receivable from employer(s)	2015-12-31	$3,837
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,126
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$26,470
2013 : TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$194,006
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$851,719
Total plan assets at beginning of year	2013-12-31	$657,713
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$30,708
Other income received	2013-12-31	$157,673
Net income (gross income less expenses)	2013-12-31	$194,006
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$851,719
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$657,713
Total contributions received or receivable from employer(s)	2013-12-31	$5,625
2012 : TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$117,737
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$657,713
Total plan assets at beginning of year	2012-12-31	$539,976
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$38,037
Contributions received from other sources (not participants or employers)	2012-12-31	$253
Other income received	2012-12-31	$72,228
Net income (gross income less expenses)	2012-12-31	$117,737
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$657,713
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$539,976
Total contributions received or receivable from employer(s)	2012-12-31	$7,219
2011 : TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$35,494
Expenses. Total of all expenses incurred	2011-12-31	$7,413
Benefits paid (including direct rollovers)	2011-12-31	$7,413
Total plan assets at end of year	2011-12-31	$539,976
Total plan assets at beginning of year	2011-12-31	$511,895
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$45,046
Other income received	2011-12-31	$-18,417
Net income (gross income less expenses)	2011-12-31	$28,081
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$539,976
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$511,895
Assets. Value of participant loans	2011-12-31	$1,423
Total contributions received or receivable from employer(s)	2011-12-31	$8,865
2010 : TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$121,662
Expenses. Total of all expenses incurred	2010-12-31	$3,339
Benefits paid (including direct rollovers)	2010-12-31	$3,339
Total plan assets at end of year	2010-12-31	$511,895
Total plan assets at beginning of year	2010-12-31	$393,572
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$48,636
Other income received	2010-12-31	$62,476
Net income (gross income less expenses)	2010-12-31	$118,323
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$511,895
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$393,572
Assets. Value of participant loans	2010-12-31	$3,129
Total contributions received or receivable from employer(s)	2010-12-31	$10,550

Form 5500 Responses for TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST

2016: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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
2013: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TURNER & COMPANY INC 401(K) PROFIT SHARING PLAN AND TRUST 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:	TURNER & COMPANY, INC.
Employer identification number (EIN):	730796610
NAIC Classification:	237210
NAIC Description:	Land Subdivision