Jerry Turner & Associates Inc.
Plan context: Jerry Turner & Associates Inc. Savings Retirement Plan
EIN 56-0938085 • Raleigh, NC • 17 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
5
2015 Assets
$1,571,634
2015 Contributions
$810
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 5 | $1,571,634 | $0 | - |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 5 | $1,571,634 | $0 | - |
| 2013 | 1 | 7 | $1,495,729 | $0 | - |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 7 | $1,495,729 | $0 | - |
| 2012 | 1 | 5 | $1,203,610 | $0 | - |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 5 | $1,203,610 | $0 | - |
| 2011 | 1 | 6 | $1,072,085 | $0 | - |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 6 | $1,072,085 | $0 | - |
| 2010 | 1 | 6 | $1,080,033 | $0 | - |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 6 | $1,080,033 | $0 | - |
| 2009 | 1 | 8 | $1,440,953 | $810 | $101iApproximate average salary by contribution assumption: employee only about $2,531 at 4% or $1,688 at 6%; with 50% employer match about $1,688 at 4% or $1,125 at 6%; with 100% employer match about $1,266 at 4% or $844 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 8 | $1,440,953 | $810 | $101iApproximate average salary by contribution assumption: employee only about $2,531 at 4% or $1,688 at 6%; with 50% employer match about $1,688 at 4% or $1,125 at 6%; with 100% employer match about $1,266 at 4% or $844 at 6%. |
| 2008 | 1 | 6 | $1,291,970 | $22,464 | $3,744iApproximate average salary by contribution assumption: employee only about $93,600 at 4% or $62,400 at 6%; with 50% employer match about $62,400 at 4% or $41,600 at 6%; with 100% employer match about $46,800 at 4% or $31,200 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 6 | $1,291,970 | $22,464 | $3,744iApproximate average salary by contribution assumption: employee only about $93,600 at 4% or $62,400 at 6%; with 50% employer match about $62,400 at 4% or $41,600 at 6%; with 100% employer match about $46,800 at 4% or $31,200 at 6%. |
| 2007 | 1 | 8 | $1,763,375 | $71,498 | $8,937iApproximate average salary by contribution assumption: employee only about $223,431 at 4% or $148,954 at 6%; with 50% employer match about $148,954 at 4% or $99,303 at 6%; with 100% employer match about $111,716 at 4% or $74,477 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 8 | $1,763,375 | $71,498 | $8,937iApproximate average salary by contribution assumption: employee only about $223,431 at 4% or $148,954 at 6%; with 50% employer match about $148,954 at 4% or $99,303 at 6%; with 100% employer match about $111,716 at 4% or $74,477 at 6%. |
| 2006 | 1 | 7 | $1,440,760 | $52,602 | $7,515iApproximate average salary by contribution assumption: employee only about $187,864 at 4% or $125,243 at 6%; with 50% employer match about $125,243 at 4% or $83,495 at 6%; with 100% employer match about $93,932 at 4% or $62,621 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 7 | $1,440,760 | $52,602 | $7,515iApproximate average salary by contribution assumption: employee only about $187,864 at 4% or $125,243 at 6%; with 50% employer match about $125,243 at 4% or $83,495 at 6%; with 100% employer match about $93,932 at 4% or $62,621 at 6%. |
| 2005 | 1 | 8 | $1,419,528 | $60,625 | $7,578iApproximate average salary by contribution assumption: employee only about $189,453 at 4% or $126,302 at 6%; with 50% employer match about $126,302 at 4% or $84,201 at 6%; with 100% employer match about $94,727 at 4% or $63,151 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 8 | $1,419,528 | $60,625 | $7,578iApproximate average salary by contribution assumption: employee only about $189,453 at 4% or $126,302 at 6%; with 50% employer match about $126,302 at 4% or $84,201 at 6%; with 100% employer match about $94,727 at 4% or $63,151 at 6%. |
| 2004 | 1 | 9 | $1,250,422 | $56,410 | $6,268iApproximate average salary by contribution assumption: employee only about $156,694 at 4% or $104,463 at 6%; with 50% employer match about $104,463 at 4% or $69,642 at 6%; with 100% employer match about $78,347 at 4% or $52,231 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 9 | $1,250,422 | $56,410 | $6,268iApproximate average salary by contribution assumption: employee only about $156,694 at 4% or $104,463 at 6%; with 50% employer match about $104,463 at 4% or $69,642 at 6%; with 100% employer match about $78,347 at 4% or $52,231 at 6%. |
| 2003 | 1 | 9 | $1,119,616 | $60,800 | $6,756iApproximate average salary by contribution assumption: employee only about $168,889 at 4% or $112,593 at 6%; with 50% employer match about $112,593 at 4% or $75,062 at 6%; with 100% employer match about $84,444 at 4% or $56,296 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 9 | $1,119,616 | $60,800 | $6,756iApproximate average salary by contribution assumption: employee only about $168,889 at 4% or $112,593 at 6%; with 50% employer match about $112,593 at 4% or $75,062 at 6%; with 100% employer match about $84,444 at 4% or $56,296 at 6%. |
| 2002 | 1 | 10 | $826,148 | $60,900 | $6,090iApproximate average salary by contribution assumption: employee only about $152,250 at 4% or $101,500 at 6%; with 50% employer match about $101,500 at 4% or $67,667 at 6%; with 100% employer match about $76,125 at 4% or $50,750 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 10 | $826,148 | $60,900 | $6,090iApproximate average salary by contribution assumption: employee only about $152,250 at 4% or $101,500 at 6%; with 50% employer match about $101,500 at 4% or $67,667 at 6%; with 100% employer match about $76,125 at 4% or $50,750 at 6%. |
| 2001 | 1 | 10 | $845,405 | $63,600 | $6,360iApproximate average salary by contribution assumption: employee only about $159,000 at 4% or $106,000 at 6%; with 50% employer match about $106,000 at 4% or $70,667 at 6%; with 100% employer match about $79,500 at 4% or $53,000 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 10 | $845,405 | $63,600 | $6,360iApproximate average salary by contribution assumption: employee only about $159,000 at 4% or $106,000 at 6%; with 50% employer match about $106,000 at 4% or $70,667 at 6%; with 100% employer match about $79,500 at 4% or $53,000 at 6%. |
| 2000 | 1 | 11 | $879,601 | $62,400 | $5,673iApproximate average salary by contribution assumption: employee only about $141,818 at 4% or $94,545 at 6%; with 50% employer match about $94,545 at 4% or $63,030 at 6%; with 100% employer match about $70,909 at 4% or $47,273 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 11 | $879,601 | $62,400 | $5,673iApproximate average salary by contribution assumption: employee only about $141,818 at 4% or $94,545 at 6%; with 50% employer match about $94,545 at 4% or $63,030 at 6%; with 100% employer match about $70,909 at 4% or $47,273 at 6%. |
| 1999 | 1 | 11 | $810,042 | $52,150 | $4,741iApproximate average salary by contribution assumption: employee only about $118,523 at 4% or $79,015 at 6%; with 50% employer match about $79,015 at 4% or $52,677 at 6%; with 100% employer match about $59,261 at 4% or $39,508 at 6%. |
| Jerry Turner & Associates Inc. Savings Retirement Plan | - | 11 | $810,042 | $52,150 | $4,741iApproximate average salary by contribution assumption: employee only about $118,523 at 4% or $79,015 at 6%; with 50% employer match about $79,015 at 4% or $52,677 at 6%; with 100% employer match about $59,261 at 4% or $39,508 at 6%. |