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Plan Name | TURNAGE & COMPANY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | TURNAGE & COMPANY, P.C. |
Employer identification number (EIN): | 752356339 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about TURNAGE & COMPANY, P.C.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1991-01-03 |
Company Identification Number: | 0091595302 |
Legal Registered Office Address: |
702 SADDLEBROOK DR COLLEYVILLE United States of America (USA) 76034 |
More information about TURNAGE & COMPANY, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | JAMES P VAN HOOSE | |||
001 | 2013-01-01 | MARQUE GULDAHL | |||
001 | 2012-01-01 | JAMES VAN HOOSE | JAMES VAN HOOSE | 2013-10-14 | |
001 | 2011-01-01 | JANET TURNAGE | 2012-10-15 | JANET TURNAGE | 2012-10-15 |
001 | 2010-01-01 | JANET TURNAGE | 2011-10-17 | JANET TURNAGE | 2011-10-17 |
Measure | Date | Value |
---|---|---|
2014: TURNAGE & COMPANY 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 55 |
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 | 4 |
Total of all active and inactive participants | 2014-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 59 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TURNAGE & COMPANY 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
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 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 70 |
Number of participants with account balances | 2013-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TURNAGE & COMPANY 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 61 |
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 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 65 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : TURNAGE & COMPANY 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $-108,100 |
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 | $210,726 |
Expenses. Total of all expenses incurred | 2014-12-31 | $81,664 |
Benefits paid (including direct rollovers) | 2014-12-31 | $81,314 |
Total plan assets at end of year | 2014-12-31 | $1,693,681 |
Total plan assets at beginning of year | 2014-12-31 | $1,672,719 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $100,231 |
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 | $74,325 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $129,062 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,693,681 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,672,719 |
Assets. Value of participant loans | 2014-12-31 | $18,928 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $36,170 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $350 |
2013 : TURNAGE & COMPANY 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 | $365,057 |
Expenses. Total of all expenses incurred | 2013-12-31 | $74,480 |
Benefits paid (including direct rollovers) | 2013-12-31 | $73,974 |
Total plan assets at end of year | 2013-12-31 | $1,672,719 |
Total plan assets at beginning of year | 2013-12-31 | $1,382,142 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $119,501 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $4,813 |
Other income received | 2013-12-31 | $177,356 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $290,577 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,672,719 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,382,142 |
Assets. Value of participant loans | 2013-12-31 | $8,423 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $63,387 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $506 |
2012 : TURNAGE & COMPANY 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $369,883 |
Expenses. Total of all expenses incurred | 2012-12-31 | $111,290 |
Benefits paid (including direct rollovers) | 2012-12-31 | $110,115 |
Total plan assets at end of year | 2012-12-31 | $1,382,142 |
Total plan assets at beginning of year | 2012-12-31 | $1,123,549 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $108,382 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $582 |
Other income received | 2012-12-31 | $129,695 |
Net income (gross income less expenses) | 2012-12-31 | $258,593 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,382,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,123,549 |
Assets. Value of participant loans | 2012-12-31 | $6,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $131,224 |
Value of corrective distributions | 2012-12-31 | $1,175 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2014: TURNAGE & COMPANY 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: TURNAGE & COMPANY 401(K) 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: TURNAGE & COMPANY 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 |