Turn 5, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Turn 5, Inc (EIN 04-3685571) is a plan sponsor located in Paoli, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3685571
Location
Paoli, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,483,441
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$18,483,441

Contributions & income

Employer contributions
$701,884
Participant contributions
$1,357,139
Total income / additions
$5,325,160

Expenses & distributions

Benefits paid / distributions
$2,017,964
Total expenses
$2,099,225
Net increase / (decrease)
$3,225,935

Coverage

Total reported participants
1,058
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Turn 5, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Turn 5, Inc 401(K) Plan001678$18,483,4412023
Turn 5, Inc. Employee Benefit Plan505380not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Turn 5, Inc
YearPlanParticipantsSchedulesFiling
2023Turn 5, Inc. Employee Benefit Plan38020240724124416NAL0020309152001
2023Turn 5, Inc 401(K) Plan678H, C20241014152333NAL0046576032001

Related Form 5500 pages