Civic Intelligence

J M Turner & Co. Inc.

Plan context: J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan

EIN 54-0496625 • Roanoke, VA • 21 filings • 6 plans

130 Church AveRoanoke, VA 24011
Current Snapshot

Latest Year

2013

2013 Participants

15

2013 Assets

$1,082,043

2013 Contributions

$3,229

Historical Graphs

Total Assets Over Time

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

$1,600,450$800,225$0200020082012YearValue
$1,082,043Latest year 2012

Participants Over Time

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

95480200020062012YearValue
15Latest year 2012

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
201310$0$3,229-
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-0-$3,229-
2012115$1,082,043$19,284$1,286iApproximate average salary by contribution assumption: employee only about $32,140 at 4% or $21,427 at 6%; with 50% employer match about $21,427 at 4% or $14,284 at 6%; with 100% employer match about $16,070 at 4% or $10,713 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-15$1,082,043$19,284$1,286iApproximate average salary by contribution assumption: employee only about $32,140 at 4% or $21,427 at 6%; with 50% employer match about $21,427 at 4% or $14,284 at 6%; with 100% employer match about $16,070 at 4% or $10,713 at 6%.
2011124$1,075,169$27,560$1,148iApproximate average salary by contribution assumption: employee only about $28,708 at 4% or $19,139 at 6%; with 50% employer match about $19,139 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,569 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-24$1,075,169$27,560$1,148iApproximate average salary by contribution assumption: employee only about $28,708 at 4% or $19,139 at 6%; with 50% employer match about $19,139 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,569 at 6%.
2010130$1,301,129$50,479$1,683iApproximate average salary by contribution assumption: employee only about $42,066 at 4% or $28,044 at 6%; with 50% employer match about $28,044 at 4% or $18,696 at 6%; with 100% employer match about $21,033 at 4% or $14,022 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-30$1,301,129$50,479$1,683iApproximate average salary by contribution assumption: employee only about $42,066 at 4% or $28,044 at 6%; with 50% employer match about $28,044 at 4% or $18,696 at 6%; with 100% employer match about $21,033 at 4% or $14,022 at 6%.
2009135$1,314,176$100,808$2,880iApproximate average salary by contribution assumption: employee only about $72,006 at 4% or $48,004 at 6%; with 50% employer match about $48,004 at 4% or $32,003 at 6%; with 100% employer match about $36,003 at 4% or $24,002 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-35$1,314,176$100,808$2,880iApproximate average salary by contribution assumption: employee only about $72,006 at 4% or $48,004 at 6%; with 50% employer match about $48,004 at 4% or $32,003 at 6%; with 100% employer match about $36,003 at 4% or $24,002 at 6%.
2008189$1,296,176$137,643$1,547iApproximate average salary by contribution assumption: employee only about $38,664 at 4% or $25,776 at 6%; with 50% employer match about $25,776 at 4% or $17,184 at 6%; with 100% employer match about $19,332 at 4% or $12,888 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-89$1,296,176$137,643$1,547iApproximate average salary by contribution assumption: employee only about $38,664 at 4% or $25,776 at 6%; with 50% employer match about $25,776 at 4% or $17,184 at 6%; with 100% employer match about $19,332 at 4% or $12,888 at 6%.
2007195$0$0-
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-95---
2006295$1,600,450$207,225$2,181iApproximate average salary by contribution assumption: employee only about $54,533 at 4% or $36,355 at 6%; with 50% employer match about $36,355 at 4% or $24,237 at 6%; with 100% employer match about $27,266 at 4% or $18,178 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-95$1,600,450$168,651$1,775iApproximate average salary by contribution assumption: employee only about $44,382 at 4% or $29,588 at 6%; with 50% employer match about $29,588 at 4% or $19,725 at 6%; with 100% employer match about $22,191 at 4% or $14,794 at 6%.
THE J.M. TURNER & COMPANY, INC. WELFARE BENEFIT PLAN-64-$38,574$603iApproximate average salary by contribution assumption: employee only about $15,068 at 4% or $10,045 at 6%; with 50% employer match about $10,045 at 4% or $6,697 at 6%; with 100% employer match about $7,534 at 4% or $5,023 at 6%.
2005167$0$33,450$499iApproximate average salary by contribution assumption: employee only about $12,481 at 4% or $8,321 at 6%; with 50% employer match about $8,321 at 4% or $5,547 at 6%; with 100% employer match about $6,241 at 4% or $4,160 at 6%.
THE J.M. TURNER & COMPANY, INC. WELFARE BENEFIT PLAN-67-$33,450$499iApproximate average salary by contribution assumption: employee only about $12,481 at 4% or $8,321 at 6%; with 50% employer match about $8,321 at 4% or $5,547 at 6%; with 100% employer match about $6,241 at 4% or $4,160 at 6%.
2004291$1,106,361$177,747$1,953iApproximate average salary by contribution assumption: employee only about $48,832 at 4% or $32,554 at 6%; with 50% employer match about $32,554 at 4% or $21,703 at 6%; with 100% employer match about $24,416 at 4% or $16,277 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-91$1,106,361$146,259$1,607iApproximate average salary by contribution assumption: employee only about $40,181 at 4% or $26,787 at 6%; with 50% employer match about $26,787 at 4% or $17,858 at 6%; with 100% employer match about $20,091 at 4% or $13,394 at 6%.
THE J.M. TURNER & COMPANY, INC. WELFARE BENEFIT PLAN-62-$31,488$508iApproximate average salary by contribution assumption: employee only about $12,697 at 4% or $8,465 at 6%; with 50% employer match about $8,465 at 4% or $5,643 at 6%; with 100% employer match about $6,348 at 4% or $4,232 at 6%.
2003279$1,005,734$162,945$2,063iApproximate average salary by contribution assumption: employee only about $51,565 at 4% or $34,377 at 6%; with 50% employer match about $34,377 at 4% or $22,918 at 6%; with 100% employer match about $25,782 at 4% or $17,188 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-79$1,005,734$162,945$2,063iApproximate average salary by contribution assumption: employee only about $51,565 at 4% or $34,377 at 6%; with 50% employer match about $34,377 at 4% or $22,918 at 6%; with 100% employer match about $25,782 at 4% or $17,188 at 6%.
THE J.M. TURNER & COMPANY, INC. WELFARE BENEFIT PLAN-56---
2002264$790,815$86,767$1,356iApproximate average salary by contribution assumption: employee only about $33,893 at 4% or $22,596 at 6%; with 50% employer match about $22,596 at 4% or $15,064 at 6%; with 100% employer match about $16,947 at 4% or $11,298 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-60$790,815$86,767$1,446iApproximate average salary by contribution assumption: employee only about $36,153 at 4% or $24,102 at 6%; with 50% employer match about $24,102 at 4% or $16,068 at 6%; with 100% employer match about $18,076 at 4% or $12,051 at 6%.
THE J.M. TURNER & COMPANY, INC. WELFARE BENEFIT PLAN-64---
2001255$0$0-
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-51---
THE J.M. TURNER & COMPANY, INC. WELFARE BENEFIT PLAN-55---
2000254$648,103$121,440$2,249iApproximate average salary by contribution assumption: employee only about $56,222 at 4% or $37,481 at 6%; with 50% employer match about $37,481 at 4% or $24,988 at 6%; with 100% employer match about $28,111 at 4% or $18,741 at 6%.
J.M. Turner & Company Inc. Affiliates Employee Stock Ownership and Savings Plan-54$648,103$121,440$2,249iApproximate average salary by contribution assumption: employee only about $56,222 at 4% or $37,481 at 6%; with 50% employer match about $37,481 at 4% or $24,988 at 6%; with 100% employer match about $28,111 at 4% or $18,741 at 6%.
GROUP DENTAL PLAN-51---
199910$0$4,139-
Welfare Plan-0-$4,139-