Civic Intelligence

Harry M. & Violet Turner Charitable Trust

Plan context: Turner Charitable Trust 401(K) Plan

EIN 31-1711190 • Springfield, OH • 26 filings • 3 plans

14 East Main Street, Suite 513Springfield, OH 45502
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

$2,428,671$1,214,336$0200120132024YearValue
$2,428,671Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

32160200120132024YearValue
6Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$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%.
202316$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%.
202217$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%.
202117$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%.
202027$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-
201927$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%.
201817$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%.
201718$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%.
201619$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%.
201519$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%.
2014110$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%.
2013110$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%.
2012110$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%.
2011110$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%.
201019$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%.
200919$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%.
200817$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%.
2007110$0$0-
Turner Charitable Trust 401(K) Plan-10---
2006128$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%.
2005132$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%.
2004132$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%.
2003127$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%.
200218$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%.
200115$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%.