Turnpoint 401(K) Plan — Form 5500 plan (Essential Services Intermediate Holding Corporation Dba Turnpoint Serv)
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, Turnpoint 401(K) Plan is a benefit plan reported by Essential Services Intermediate Holding Corporation Dba Turnpoint Serv under EIN 81-3502817 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,784 participants and $100,204,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essential Services Intermediate Holding Corporation Dba Turnpoint Serv
- EIN
- 81-3502817
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 5,784
- End-of-year plan assets
- $100,204,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,784 | H, C | 20241014101315NAL0013111939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,204,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,204,496
- Net assets (BOY)
- $64,872,054
Income & contributions
- Employer contributions
- $5,419,330
- Participant contributions
- $21,549,150
- Total contributions
- $32,093,628
- Total income / additions
- $46,583,890
Expenses & distributions
- Benefits paid
- $10,576,715
- Administrative expenses
- $638,950
- Total expenses
- $11,251,448
- Net increase / (decrease)
- $35,332,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $470,861 | $0 | 2023 |
| Securities America Inc | ADVISOR | $103,298 | not reported in the loaded dataset | 2023 |
| Jones, Nale & Mattingly Plc | ACCOUNTANT/AUDITOR | $23,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,433 | not reported in the loaded dataset | 2023 |
| Robert W Baird & Co., Inc. | INVESTMENT ADVISOR | $19,357 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essential Services Intermediate Holding Corporation Dba Turnpoint Serv
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Fidelity Investments Institutional — Schedule C compensation
- Securities America Inc — Schedule C compensation
- Jones, Nale & Mattingly Plc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Robert W Baird & Co., Inc. — Schedule C compensation