Turn 5, Inc 401(K) Plan — Form 5500 plan (Turn 5, Inc)

Plain-English plan 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 401(K) Plan is a benefit plan reported by Turn 5, Inc under EIN 04-3685571 and plan number 001. The latest loaded filing year is 2023. The filing reports 678 participants and $18,483,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Turn 5, Inc
EIN
04-3685571
Plan number
001
Plan type
2
Location
Paoli, PA
Latest filing year
2023
Participants
678
End-of-year plan assets
$18,483,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023678H, C20241014152333NAL0046576032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,483,441
Total liabilities (EOY)
$0
Net assets (EOY)
$18,483,441
Net assets (BOY)
$11,170,765

Income & contributions

Employer contributions
$701,884
Participant contributions
$1,357,139
Total contributions
$2,411,540
Total income / additions
$5,325,160

Expenses & distributions

Benefits paid
$2,017,964
Administrative expenses
$81,261
Total expenses
$2,099,225
Net increase / (decrease)
$3,225,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$48,634$02023
Cornerstone Institutional InvestorsNONE$32,627not reported in the loaded dataset2023

Related Form 5500 pages