401k Plan data: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN plan

TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 401k Plan overview

Plan Name	TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN
Plan identification number	001

TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

TURNER & ALLEN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: TURNER & ALLEN, P.C.

Employer identification number (EIN): 751468830

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALFRED G. ALLEN, III 2023-07-11
001 2021-01-01 ALFRED G. ALLEN, III 2022-07-21
001 2020-01-01 ALFRED G. ALLEN, III 2021-07-08
001 2019-01-01 ALFRED G. ALLEN, III 2020-07-17
001 2018-01-01 ALFRED G. ALLEN, III 2019-07-15
001 2017-01-01 ALFRED G. ALLEN, III 2018-07-25
001 2016-01-01 ALFRED G. ALLEN, III 2017-07-12
001 2015-01-01 ALFRED G. ALLEN, III
001 2014-01-01 ALFRED G. ALLEN, III
001 2013-01-01 ALFRED G. ALLEN, III
001 2012-01-01 ALFRED ALLEN
001 2011-01-01 ALFRED G. ALLEN, III
001 2010-01-01 ALFRED ALLEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ALFRED G. ALLEN, III	2023-07-11
001	2021-01-01	ALFRED G. ALLEN, III	2022-07-21
001	2020-01-01	ALFRED G. ALLEN, III	2021-07-08
001	2019-01-01	ALFRED G. ALLEN, III	2020-07-17
001	2018-01-01	ALFRED G. ALLEN, III	2019-07-15
001	2017-01-01	ALFRED G. ALLEN, III	2018-07-25
001	2016-01-01	ALFRED G. ALLEN, III	2017-07-12
001	2015-01-01	ALFRED G. ALLEN, III
001	2014-01-01	ALFRED G. ALLEN, III
001	2013-01-01	ALFRED G. ALLEN, III
001	2012-01-01	ALFRED ALLEN
001	2011-01-01	ALFRED G. ALLEN, III
001	2010-01-01	ALFRED ALLEN

Plan Statistics for TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN

401k plan membership statisitcs for TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN

Measure Date Value
2015: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2015: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN

Measure	Date	Value
2015 : TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,598
Expenses. Total of all expenses incurred	2015-12-31	$107,005
Benefits paid (including direct rollovers)	2015-12-31	$107,005
Total plan assets at end of year	2015-12-31	$576,636
Total plan assets at beginning of year	2015-12-31	$679,043
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$4,598
Net income (gross income less expenses)	2015-12-31	$-102,407
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$576,636
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$679,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$33,728
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$679,043
Total plan assets at beginning of year	2014-12-31	$645,315
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$33,728
Net income (gross income less expenses)	2014-12-31	$33,728
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$679,043
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$645,315
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$50,195
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$645,315
Total plan assets at beginning of year	2013-12-31	$595,120
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$50,195
Net income (gross income less expenses)	2013-12-31	$50,195
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$645,315
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$595,120
Assets. Value of participant loans	2013-12-31	$3,943
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$53,586
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$595,120
Total plan assets at beginning of year	2012-12-31	$541,534
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$53,586
Net income (gross income less expenses)	2012-12-31	$53,586
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$595,120
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$541,534
Assets. Value of participant loans	2012-12-31	$11,738
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
2011 : TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$5,806
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$541,534
Total plan assets at beginning of year	2011-12-31	$535,728
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
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	$5,806
Net income (gross income less expenses)	2011-12-31	$5,806
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$541,534
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$535,728
Assets. Value of participant loans	2011-12-31	$19,205
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
2010 : TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$50,589
Expenses. Total of all expenses incurred	2010-12-31	$125,647
Benefits paid (including direct rollovers)	2010-12-31	$125,647
Total plan assets at end of year	2010-12-31	$535,728
Total plan assets at beginning of year	2010-12-31	$610,787
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$50,589
Net income (gross income less expenses)	2010-12-31	$-75,058
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$535,728
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$610,787
Assets. Value of participant loans	2010-12-31	$26,274
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0

Form 5500 Responses for TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN

2015: TURNER & ALLEN, P.C. (FROZEN) PENSION 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: TURNER & ALLEN, P.C. (FROZEN) PENSION 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: TURNER & ALLEN, P.C. (FROZEN) PENSION 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: TURNER & ALLEN, P.C. (FROZEN) PENSION 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: TURNER & ALLEN, P.C. (FROZEN) PENSION 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: TURNER & ALLEN, P.C. (FROZEN) PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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

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Company Name:	TURNER & ALLEN, P.C.
Employer identification number (EIN):	751468830
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers