Civic Intelligence

Turken & Heath LLP

Plan context: Turken & Heath LLP 401(K) Profit Sharing Plan & Trust

EIN 46-1505939 • 13 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$5,871,535

2024 Contributions

$755,947

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,871,535$2,935,768$0201220182024YearValue
$5,871,535Latest year 2024

Participants Over Time

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

25130201220182024YearValue
25Latest 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
2024125$5,871,535$755,947$30,238iApproximate average salary by contribution assumption: employee only about $755,947 at 4% or $503,965 at 6%; with 50% employer match about $503,965 at 4% or $335,976 at 6%; with 100% employer match about $377,974 at 4% or $251,982 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-25$5,871,535$755,947$30,238iApproximate average salary by contribution assumption: employee only about $755,947 at 4% or $503,965 at 6%; with 50% employer match about $503,965 at 4% or $335,976 at 6%; with 100% employer match about $377,974 at 4% or $251,982 at 6%.
2023120$4,428,973$474,491$23,725iApproximate average salary by contribution assumption: employee only about $593,114 at 4% or $395,409 at 6%; with 50% employer match about $395,409 at 4% or $263,606 at 6%; with 100% employer match about $296,557 at 4% or $197,705 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-20$4,428,973$474,491$23,725iApproximate average salary by contribution assumption: employee only about $593,114 at 4% or $395,409 at 6%; with 50% employer match about $395,409 at 4% or $263,606 at 6%; with 100% employer match about $296,557 at 4% or $197,705 at 6%.
2022121$3,429,322$462,619$22,029iApproximate average salary by contribution assumption: employee only about $550,737 at 4% or $367,158 at 6%; with 50% employer match about $367,158 at 4% or $244,772 at 6%; with 100% employer match about $275,368 at 4% or $183,579 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-21$3,429,322$462,619$22,029iApproximate average salary by contribution assumption: employee only about $550,737 at 4% or $367,158 at 6%; with 50% employer match about $367,158 at 4% or $244,772 at 6%; with 100% employer match about $275,368 at 4% or $183,579 at 6%.
2021119$3,881,482$655,832$34,517iApproximate average salary by contribution assumption: employee only about $862,937 at 4% or $575,291 at 6%; with 50% employer match about $575,291 at 4% or $383,527 at 6%; with 100% employer match about $431,468 at 4% or $287,646 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-19$3,881,482$655,832$34,517iApproximate average salary by contribution assumption: employee only about $862,937 at 4% or $575,291 at 6%; with 50% employer match about $575,291 at 4% or $383,527 at 6%; with 100% employer match about $431,468 at 4% or $287,646 at 6%.
2020119$2,768,922$355,458$18,708iApproximate average salary by contribution assumption: employee only about $467,708 at 4% or $311,805 at 6%; with 50% employer match about $311,805 at 4% or $207,870 at 6%; with 100% employer match about $233,854 at 4% or $155,903 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-19$2,768,922$355,458$18,708iApproximate average salary by contribution assumption: employee only about $467,708 at 4% or $311,805 at 6%; with 50% employer match about $311,805 at 4% or $207,870 at 6%; with 100% employer match about $233,854 at 4% or $155,903 at 6%.
2019116$1,999,919$315,409$19,713iApproximate average salary by contribution assumption: employee only about $492,827 at 4% or $328,551 at 6%; with 50% employer match about $328,551 at 4% or $219,034 at 6%; with 100% employer match about $246,413 at 4% or $164,276 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-16$1,999,919$315,409$19,713iApproximate average salary by contribution assumption: employee only about $492,827 at 4% or $328,551 at 6%; with 50% employer match about $328,551 at 4% or $219,034 at 6%; with 100% employer match about $246,413 at 4% or $164,276 at 6%.
2018114$1,363,060$279,409$19,958iApproximate average salary by contribution assumption: employee only about $498,945 at 4% or $332,630 at 6%; with 50% employer match about $332,630 at 4% or $221,753 at 6%; with 100% employer match about $249,472 at 4% or $166,315 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-14$1,363,060$279,409$19,958iApproximate average salary by contribution assumption: employee only about $498,945 at 4% or $332,630 at 6%; with 50% employer match about $332,630 at 4% or $221,753 at 6%; with 100% employer match about $249,472 at 4% or $166,315 at 6%.
2017112$1,152,795$188,686$15,724iApproximate average salary by contribution assumption: employee only about $393,096 at 4% or $262,064 at 6%; with 50% employer match about $262,064 at 4% or $174,709 at 6%; with 100% employer match about $196,548 at 4% or $131,032 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-12$1,152,795$188,686$15,724iApproximate average salary by contribution assumption: employee only about $393,096 at 4% or $262,064 at 6%; with 50% employer match about $262,064 at 4% or $174,709 at 6%; with 100% employer match about $196,548 at 4% or $131,032 at 6%.
2016112$813,519$199,581$16,632iApproximate average salary by contribution assumption: employee only about $415,794 at 4% or $277,196 at 6%; with 50% employer match about $277,196 at 4% or $184,797 at 6%; with 100% employer match about $207,897 at 4% or $138,598 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-12$813,519$199,581$16,632iApproximate average salary by contribution assumption: employee only about $415,794 at 4% or $277,196 at 6%; with 50% employer match about $277,196 at 4% or $184,797 at 6%; with 100% employer match about $207,897 at 4% or $138,598 at 6%.
2015110$570,793$256,046$25,605iApproximate average salary by contribution assumption: employee only about $640,115 at 4% or $426,743 at 6%; with 50% employer match about $426,743 at 4% or $284,496 at 6%; with 100% employer match about $320,058 at 4% or $213,372 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-10$570,793$256,046$25,605iApproximate average salary by contribution assumption: employee only about $640,115 at 4% or $426,743 at 6%; with 50% employer match about $426,743 at 4% or $284,496 at 6%; with 100% employer match about $320,058 at 4% or $213,372 at 6%.
201419$351,103$124,711$13,857iApproximate average salary by contribution assumption: employee only about $346,419 at 4% or $230,946 at 6%; with 50% employer match about $230,946 at 4% or $153,964 at 6%; with 100% employer match about $173,210 at 4% or $115,473 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-9$351,103$124,711$13,857iApproximate average salary by contribution assumption: employee only about $346,419 at 4% or $230,946 at 6%; with 50% employer match about $230,946 at 4% or $153,964 at 6%; with 100% employer match about $173,210 at 4% or $115,473 at 6%.
201317$234,394$160,212$22,887iApproximate average salary by contribution assumption: employee only about $572,186 at 4% or $381,457 at 6%; with 50% employer match about $381,457 at 4% or $254,305 at 6%; with 100% employer match about $286,093 at 4% or $190,729 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-7$234,394$160,212$22,887iApproximate average salary by contribution assumption: employee only about $572,186 at 4% or $381,457 at 6%; with 50% employer match about $381,457 at 4% or $254,305 at 6%; with 100% employer match about $286,093 at 4% or $190,729 at 6%.
201214$51,339$50,546$12,637iApproximate average salary by contribution assumption: employee only about $315,913 at 4% or $210,608 at 6%; with 50% employer match about $210,608 at 4% or $140,406 at 6%; with 100% employer match about $157,956 at 4% or $105,304 at 6%.
Turken & Heath LLP 401(K) Profit Sharing Plan & Trust-4$51,339$50,546$12,637iApproximate average salary by contribution assumption: employee only about $315,913 at 4% or $210,608 at 6%; with 50% employer match about $210,608 at 4% or $140,406 at 6%; with 100% employer match about $157,956 at 4% or $105,304 at 6%.