Turken Heath & Mccauley Llp Retirement Plan — Form 5500 plan (Turken Heath & Mccauley Llp)
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, Turken Heath & Mccauley Llp Retirement Plan is a benefit plan reported by Turken Heath & Mccauley Llp under EIN 46-1505939 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $4,428,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Turken Heath & Mccauley Llp
- EIN
- 46-1505939
- Plan number
- 001
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $4,428,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20241001092347NAL0003159587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,428,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,428,973
- Net assets (BOY)
- $3,429,322
Income & contributions
- Employer contributions
- $285,139
- Participant contributions
- $189,352
- Total income / additions
- $1,081,980
Expenses & distributions
- Benefits paid
- $82,099
- Administrative expenses
- $230
- Total expenses
- $82,329
- Net increase / (decrease)
- $999,651
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.