Harry M. & Violet Turner Charitable Trust
Plan context: Turner Charitable Trust 401(K) Plan
EIN 31-1711190 • Springfield, OH • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,428,671
2024 Contributions
$135,867
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,428,671 | $135,867 | $22,645iApproximate average salary by contribution assumption: employee only about $566,113 at 4% or $377,408 at 6%; with 50% employer match about $377,408 at 4% or $251,606 at 6%; with 100% employer match about $283,056 at 4% or $188,704 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 6 | $2,428,671 | $135,867 | $22,645iApproximate average salary by contribution assumption: employee only about $566,113 at 4% or $377,408 at 6%; with 50% employer match about $377,408 at 4% or $251,606 at 6%; with 100% employer match about $283,056 at 4% or $188,704 at 6%. |
| 2023 | 1 | 6 | $2,012,986 | $164,901 | $27,484iApproximate average salary by contribution assumption: employee only about $687,088 at 4% or $458,058 at 6%; with 50% employer match about $458,058 at 4% or $305,372 at 6%; with 100% employer match about $343,544 at 4% or $229,029 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 6 | $2,012,986 | $164,901 | $27,484iApproximate average salary by contribution assumption: employee only about $687,088 at 4% or $458,058 at 6%; with 50% employer match about $458,058 at 4% or $305,372 at 6%; with 100% employer match about $343,544 at 4% or $229,029 at 6%. |
| 2022 | 1 | 7 | $1,772,181 | $103,940 | $14,849iApproximate average salary by contribution assumption: employee only about $371,214 at 4% or $247,476 at 6%; with 50% employer match about $247,476 at 4% or $164,984 at 6%; with 100% employer match about $185,607 at 4% or $123,738 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 7 | $1,772,181 | $103,940 | $14,849iApproximate average salary by contribution assumption: employee only about $371,214 at 4% or $247,476 at 6%; with 50% employer match about $247,476 at 4% or $164,984 at 6%; with 100% employer match about $185,607 at 4% or $123,738 at 6%. |
| 2021 | 1 | 7 | $2,018,930 | $114,447 | $16,350iApproximate average salary by contribution assumption: employee only about $408,739 at 4% or $272,493 at 6%; with 50% employer match about $272,493 at 4% or $181,662 at 6%; with 100% employer match about $204,370 at 4% or $136,246 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 7 | $2,018,930 | $114,447 | $16,350iApproximate average salary by contribution assumption: employee only about $408,739 at 4% or $272,493 at 6%; with 50% employer match about $272,493 at 4% or $181,662 at 6%; with 100% employer match about $204,370 at 4% or $136,246 at 6%. |
| 2020 | 2 | 7 | $1,703,355 | $168,624 | $24,089iApproximate average salary by contribution assumption: employee only about $602,229 at 4% or $401,486 at 6%; with 50% employer match about $401,486 at 4% or $267,657 at 6%; with 100% employer match about $301,114 at 4% or $200,743 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 7 | $1,703,355 | $106,269 | $15,181iApproximate average salary by contribution assumption: employee only about $379,532 at 4% or $253,021 at 6%; with 50% employer match about $253,021 at 4% or $168,681 at 6%; with 100% employer match about $189,766 at 4% or $126,511 at 6%. |
| THE TURNER FOUNDATION SOCA BENEFIT PLAN | - | 0 | $0 | $62,355 | - |
| 2019 | 2 | 7 | $1,375,426 | $132,237 | $18,891iApproximate average salary by contribution assumption: employee only about $472,275 at 4% or $314,850 at 6%; with 50% employer match about $314,850 at 4% or $209,900 at 6%; with 100% employer match about $236,138 at 4% or $157,425 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 7 | $1,371,368 | $101,641 | $14,520iApproximate average salary by contribution assumption: employee only about $363,004 at 4% or $242,002 at 6%; with 50% employer match about $242,002 at 4% or $161,335 at 6%; with 100% employer match about $181,502 at 4% or $121,001 at 6%. |
| THE TURNER FOUNDATION SOCA BENEFIT PLAN | - | 4 | $4,058 | $30,596 | $7,649iApproximate average salary by contribution assumption: employee only about $191,225 at 4% or $127,483 at 6%; with 50% employer match about $127,483 at 4% or $84,989 at 6%; with 100% employer match about $95,613 at 4% or $63,742 at 6%. |
| 2018 | 1 | 7 | $1,028,783 | $101,462 | $14,495iApproximate average salary by contribution assumption: employee only about $362,364 at 4% or $241,576 at 6%; with 50% employer match about $241,576 at 4% or $161,051 at 6%; with 100% employer match about $181,182 at 4% or $120,788 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 7 | $1,028,783 | $101,462 | $14,495iApproximate average salary by contribution assumption: employee only about $362,364 at 4% or $241,576 at 6%; with 50% employer match about $241,576 at 4% or $161,051 at 6%; with 100% employer match about $181,182 at 4% or $120,788 at 6%. |
| 2017 | 1 | 8 | $1,167,811 | $98,659 | $12,332iApproximate average salary by contribution assumption: employee only about $308,309 at 4% or $205,540 at 6%; with 50% employer match about $205,540 at 4% or $137,026 at 6%; with 100% employer match about $154,155 at 4% or $102,770 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 8 | $1,167,811 | $98,659 | $12,332iApproximate average salary by contribution assumption: employee only about $308,309 at 4% or $205,540 at 6%; with 50% employer match about $205,540 at 4% or $137,026 at 6%; with 100% employer match about $154,155 at 4% or $102,770 at 6%. |
| 2016 | 1 | 9 | $885,301 | $35,612 | $3,957iApproximate average salary by contribution assumption: employee only about $98,922 at 4% or $65,948 at 6%; with 50% employer match about $65,948 at 4% or $43,965 at 6%; with 100% employer match about $49,461 at 4% or $32,974 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 9 | $885,301 | $35,612 | $3,957iApproximate average salary by contribution assumption: employee only about $98,922 at 4% or $65,948 at 6%; with 50% employer match about $65,948 at 4% or $43,965 at 6%; with 100% employer match about $49,461 at 4% or $32,974 at 6%. |
| 2015 | 1 | 9 | $797,958 | $28,634 | $3,182iApproximate average salary by contribution assumption: employee only about $79,539 at 4% or $53,026 at 6%; with 50% employer match about $53,026 at 4% or $35,351 at 6%; with 100% employer match about $39,769 at 4% or $26,513 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 9 | $797,958 | $28,634 | $3,182iApproximate average salary by contribution assumption: employee only about $79,539 at 4% or $53,026 at 6%; with 50% employer match about $53,026 at 4% or $35,351 at 6%; with 100% employer match about $39,769 at 4% or $26,513 at 6%. |
| 2014 | 1 | 10 | $841,268 | $31,376 | $3,138iApproximate average salary by contribution assumption: employee only about $78,440 at 4% or $52,293 at 6%; with 50% employer match about $52,293 at 4% or $34,862 at 6%; with 100% employer match about $39,220 at 4% or $26,147 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 10 | $841,268 | $31,376 | $3,138iApproximate average salary by contribution assumption: employee only about $78,440 at 4% or $52,293 at 6%; with 50% employer match about $52,293 at 4% or $34,862 at 6%; with 100% employer match about $39,220 at 4% or $26,147 at 6%. |
| 2013 | 1 | 10 | $792,177 | $34,312 | $3,431iApproximate average salary by contribution assumption: employee only about $85,780 at 4% or $57,187 at 6%; with 50% employer match about $57,187 at 4% or $38,124 at 6%; with 100% employer match about $42,890 at 4% or $28,593 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 10 | $792,177 | $34,312 | $3,431iApproximate average salary by contribution assumption: employee only about $85,780 at 4% or $57,187 at 6%; with 50% employer match about $57,187 at 4% or $38,124 at 6%; with 100% employer match about $42,890 at 4% or $28,593 at 6%. |
| 2012 | 1 | 10 | $661,703 | $49,150 | $4,915iApproximate average salary by contribution assumption: employee only about $122,875 at 4% or $81,917 at 6%; with 50% employer match about $81,917 at 4% or $54,611 at 6%; with 100% employer match about $61,438 at 4% or $40,958 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 10 | $661,703 | $49,150 | $4,915iApproximate average salary by contribution assumption: employee only about $122,875 at 4% or $81,917 at 6%; with 50% employer match about $81,917 at 4% or $54,611 at 6%; with 100% employer match about $61,438 at 4% or $40,958 at 6%. |
| 2011 | 1 | 10 | $537,645 | $37,634 | $3,763iApproximate average salary by contribution assumption: employee only about $94,085 at 4% or $62,723 at 6%; with 50% employer match about $62,723 at 4% or $41,816 at 6%; with 100% employer match about $47,043 at 4% or $31,362 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 10 | $537,645 | $37,634 | $3,763iApproximate average salary by contribution assumption: employee only about $94,085 at 4% or $62,723 at 6%; with 50% employer match about $62,723 at 4% or $41,816 at 6%; with 100% employer match about $47,043 at 4% or $31,362 at 6%. |
| 2010 | 1 | 9 | $524,763 | $32,842 | $3,649iApproximate average salary by contribution assumption: employee only about $91,228 at 4% or $60,819 at 6%; with 50% employer match about $60,819 at 4% or $40,546 at 6%; with 100% employer match about $45,614 at 4% or $30,409 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 9 | $524,763 | $32,842 | $3,649iApproximate average salary by contribution assumption: employee only about $91,228 at 4% or $60,819 at 6%; with 50% employer match about $60,819 at 4% or $40,546 at 6%; with 100% employer match about $45,614 at 4% or $30,409 at 6%. |
| 2009 | 1 | 9 | $421,530 | $27,084 | $3,009iApproximate average salary by contribution assumption: employee only about $75,233 at 4% or $50,156 at 6%; with 50% employer match about $50,156 at 4% or $33,437 at 6%; with 100% employer match about $37,617 at 4% or $25,078 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 9 | $421,530 | $27,084 | $3,009iApproximate average salary by contribution assumption: employee only about $75,233 at 4% or $50,156 at 6%; with 50% employer match about $50,156 at 4% or $33,437 at 6%; with 100% employer match about $37,617 at 4% or $25,078 at 6%. |
| 2008 | 1 | 7 | $568,407 | $58,572 | $8,367iApproximate average salary by contribution assumption: employee only about $209,186 at 4% or $139,457 at 6%; with 50% employer match about $139,457 at 4% or $92,971 at 6%; with 100% employer match about $104,593 at 4% or $69,729 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 7 | $568,407 | $58,572 | $8,367iApproximate average salary by contribution assumption: employee only about $209,186 at 4% or $139,457 at 6%; with 50% employer match about $139,457 at 4% or $92,971 at 6%; with 100% employer match about $104,593 at 4% or $69,729 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Turner Charitable Trust 401(K) Plan | - | 10 | - | - | - |
| 2006 | 1 | 28 | $1,135,629 | $116,518 | $4,161iApproximate average salary by contribution assumption: employee only about $104,034 at 4% or $69,356 at 6%; with 50% employer match about $69,356 at 4% or $46,237 at 6%; with 100% employer match about $52,017 at 4% or $34,678 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 28 | $1,135,629 | $116,518 | $4,161iApproximate average salary by contribution assumption: employee only about $104,034 at 4% or $69,356 at 6%; with 50% employer match about $69,356 at 4% or $46,237 at 6%; with 100% employer match about $52,017 at 4% or $34,678 at 6%. |
| 2005 | 1 | 32 | $882,152 | $214,393 | $6,700iApproximate average salary by contribution assumption: employee only about $167,495 at 4% or $111,663 at 6%; with 50% employer match about $111,663 at 4% or $74,442 at 6%; with 100% employer match about $83,747 at 4% or $55,832 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 32 | $882,152 | $214,393 | $6,700iApproximate average salary by contribution assumption: employee only about $167,495 at 4% or $111,663 at 6%; with 50% employer match about $111,663 at 4% or $74,442 at 6%; with 100% employer match about $83,747 at 4% or $55,832 at 6%. |
| 2004 | 1 | 32 | $589,465 | $131,700 | $4,116iApproximate average salary by contribution assumption: employee only about $102,891 at 4% or $68,594 at 6%; with 50% employer match about $68,594 at 4% or $45,729 at 6%; with 100% employer match about $51,445 at 4% or $34,297 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 32 | $589,465 | $131,700 | $4,116iApproximate average salary by contribution assumption: employee only about $102,891 at 4% or $68,594 at 6%; with 50% employer match about $68,594 at 4% or $45,729 at 6%; with 100% employer match about $51,445 at 4% or $34,297 at 6%. |
| 2003 | 1 | 27 | $389,694 | $79,088 | $2,929iApproximate average salary by contribution assumption: employee only about $73,230 at 4% or $48,820 at 6%; with 50% employer match about $48,820 at 4% or $32,547 at 6%; with 100% employer match about $36,615 at 4% or $24,410 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 27 | $389,694 | $79,088 | $2,929iApproximate average salary by contribution assumption: employee only about $73,230 at 4% or $48,820 at 6%; with 50% employer match about $48,820 at 4% or $32,547 at 6%; with 100% employer match about $36,615 at 4% or $24,410 at 6%. |
| 2002 | 1 | 8 | $209,231 | $179,611 | $22,451iApproximate average salary by contribution assumption: employee only about $561,284 at 4% or $374,190 at 6%; with 50% employer match about $374,190 at 4% or $249,460 at 6%; with 100% employer match about $280,642 at 4% or $187,095 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 8 | $209,231 | $179,611 | $22,451iApproximate average salary by contribution assumption: employee only about $561,284 at 4% or $374,190 at 6%; with 50% employer match about $374,190 at 4% or $249,460 at 6%; with 100% employer match about $280,642 at 4% or $187,095 at 6%. |
| 2001 | 1 | 5 | $26,756 | $27,285 | $5,457iApproximate average salary by contribution assumption: employee only about $136,425 at 4% or $90,950 at 6%; with 50% employer match about $90,950 at 4% or $60,633 at 6%; with 100% employer match about $68,213 at 4% or $45,475 at 6%. |
| Turner Charitable Trust 401(K) Plan | - | 5 | $26,756 | $27,285 | $5,457iApproximate average salary by contribution assumption: employee only about $136,425 at 4% or $90,950 at 6%; with 50% employer match about $90,950 at 4% or $60,633 at 6%; with 100% employer match about $68,213 at 4% or $45,475 at 6%. |