Turnbridge 401(K) Retirement Savings Plan — Form 5500 plan (Ct Clinical Services Inc Dba Turnbridge)

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, Turnbridge 401(K) Retirement Savings Plan is a benefit plan reported by Ct Clinical Services Inc Dba Turnbridge under EIN 27-4313481 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $3,365,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ct Clinical Services Inc Dba Turnbridge
EIN
27-4313481
Plan number
001
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
588
End-of-year plan assets
$3,365,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023588H, C20241010141414NAL0011579939005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,365,423
Net assets (EOY)
$3,365,423
Net assets (BOY)
$2,430,726

Income & contributions

Employer contributions
$0
Participant contributions
$692,632
Total contributions
$744,307
Total income / additions
$1,219,184

Expenses & distributions

Benefits paid
$263,604
Administrative expenses
$20,883
Total expenses
$284,487
Net increase / (decrease)
$934,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$22,689$02023
Schneider, Male & StrakowskiCONTRACT ADMIN$5,770$2,7832023
Empower Advisory Group, LLCINVESTMENT MGMT$1,368$02023

Related Form 5500 pages