Turner Supply Company Profit Sharing And Savings Plan — Form 5500 plan (Turner Supply Company)
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, Turner Supply Company Profit Sharing And Savings Plan is a benefit plan reported by Turner Supply Company under EIN 63-0213410 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $11,441,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Turner Supply Company
- EIN
- 63-0213410
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $11,441,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241014085508NAL0025767409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,441,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,441,783
- Net assets (BOY)
- $11,752,228
Income & contributions
- Employer contributions
- $228,723
- Participant contributions
- $433,845
- Total contributions
- $662,568
- Total income / additions
- $2,222,699
Expenses & distributions
- Benefits paid
- $2,496,555
- Administrative expenses
- $36,589
- Total expenses
- $2,533,144
- Net increase / (decrease)
- -$310,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mitchell Mcleod Pugh & Williams | INVESTMENT ADVISOR | $26,006 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $5,729 | $0 | 2023 |