Turner & Associates
Plan context: James H. Turner PC 401(K) Profit Sharing Plan
EIN 58-2152473 • Woodstock, GA • 20 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,133,760
2024 Contributions
$171,521
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 | 2 | 5 | $1,133,760 | $171,521 | $34,304iApproximate average salary by contribution assumption: employee only about $857,605 at 4% or $571,737 at 6%; with 50% employer match about $571,737 at 4% or $381,158 at 6%; with 100% employer match about $428,802 at 4% or $285,868 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 5 | $1,132,273 | $135,414 | $27,083iApproximate average salary by contribution assumption: employee only about $677,070 at 4% or $451,380 at 6%; with 50% employer match about $451,380 at 4% or $300,920 at 6%; with 100% employer match about $338,535 at 4% or $225,690 at 6%. |
| Turner & Associates Gcf Benefit Plan | - | 3 | $1,487 | $36,107 | $12,036iApproximate average salary by contribution assumption: employee only about $300,892 at 4% or $200,594 at 6%; with 50% employer match about $200,594 at 4% or $133,730 at 6%; with 100% employer match about $150,446 at 4% or $100,297 at 6%. |
| 2023 | 2 | 6 | $1,554,662 | $147,792 | $24,632iApproximate average salary by contribution assumption: employee only about $615,800 at 4% or $410,533 at 6%; with 50% employer match about $410,533 at 4% or $273,689 at 6%; with 100% employer match about $307,900 at 4% or $205,267 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 6 | $1,554,391 | $138,601 | $23,100iApproximate average salary by contribution assumption: employee only about $577,504 at 4% or $385,003 at 6%; with 50% employer match about $385,003 at 4% or $256,669 at 6%; with 100% employer match about $288,752 at 4% or $192,501 at 6%. |
| Turner & Associates Gcf Benefit Plan | - | 3 | $271 | $9,191 | $3,064iApproximate average salary by contribution assumption: employee only about $76,592 at 4% or $51,061 at 6%; with 50% employer match about $51,061 at 4% or $34,041 at 6%; with 100% employer match about $38,296 at 4% or $25,531 at 6%. |
| 2022 | 1 | 5 | $1,287,478 | $117,432 | $23,486iApproximate average salary by contribution assumption: employee only about $587,160 at 4% or $391,440 at 6%; with 50% employer match about $391,440 at 4% or $260,960 at 6%; with 100% employer match about $293,580 at 4% or $195,720 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 5 | $1,287,478 | $117,432 | $23,486iApproximate average salary by contribution assumption: employee only about $587,160 at 4% or $391,440 at 6%; with 50% employer match about $391,440 at 4% or $260,960 at 6%; with 100% employer match about $293,580 at 4% or $195,720 at 6%. |
| 2021 | 1 | 6 | $1,433,805 | $131,744 | $21,957iApproximate average salary by contribution assumption: employee only about $548,933 at 4% or $365,956 at 6%; with 50% employer match about $365,956 at 4% or $243,970 at 6%; with 100% employer match about $274,467 at 4% or $182,978 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 6 | $1,433,805 | $131,744 | $21,957iApproximate average salary by contribution assumption: employee only about $548,933 at 4% or $365,956 at 6%; with 50% employer match about $365,956 at 4% or $243,970 at 6%; with 100% employer match about $274,467 at 4% or $182,978 at 6%. |
| 2020 | 1 | 5 | $1,146,978 | $599,002 | $119,800iApproximate average salary by contribution assumption: employee only about $2,995,010 at 4% or $1,996,673 at 6%; with 50% employer match about $1,996,673 at 4% or $1,331,116 at 6%; with 100% employer match about $1,497,505 at 4% or $998,337 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 5 | $1,146,978 | $599,002 | $119,800iApproximate average salary by contribution assumption: employee only about $2,995,010 at 4% or $1,996,673 at 6%; with 50% employer match about $1,996,673 at 4% or $1,331,116 at 6%; with 100% employer match about $1,497,505 at 4% or $998,337 at 6%. |
| 2019 | 1 | 6 | $573,485 | $124,879 | $20,813iApproximate average salary by contribution assumption: employee only about $520,329 at 4% or $346,886 at 6%; with 50% employer match about $346,886 at 4% or $231,257 at 6%; with 100% employer match about $260,165 at 4% or $173,443 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 6 | $573,485 | $124,879 | $20,813iApproximate average salary by contribution assumption: employee only about $520,329 at 4% or $346,886 at 6%; with 50% employer match about $346,886 at 4% or $231,257 at 6%; with 100% employer match about $260,165 at 4% or $173,443 at 6%. |
| 2018 | 1 | 6 | $1,458,205 | $133,745 | $22,291iApproximate average salary by contribution assumption: employee only about $557,271 at 4% or $371,514 at 6%; with 50% employer match about $371,514 at 4% or $247,676 at 6%; with 100% employer match about $278,635 at 4% or $185,757 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 6 | $1,458,205 | $133,745 | $22,291iApproximate average salary by contribution assumption: employee only about $557,271 at 4% or $371,514 at 6%; with 50% employer match about $371,514 at 4% or $247,676 at 6%; with 100% employer match about $278,635 at 4% or $185,757 at 6%. |
| 2017 | 1 | 5 | $1,367,407 | $114,345 | $22,869iApproximate average salary by contribution assumption: employee only about $571,725 at 4% or $381,150 at 6%; with 50% employer match about $381,150 at 4% or $254,100 at 6%; with 100% employer match about $285,863 at 4% or $190,575 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 5 | $1,367,407 | $114,345 | $22,869iApproximate average salary by contribution assumption: employee only about $571,725 at 4% or $381,150 at 6%; with 50% employer match about $381,150 at 4% or $254,100 at 6%; with 100% employer match about $285,863 at 4% or $190,575 at 6%. |
| 2016 | 1 | 5 | $1,091,675 | $478,660 | $95,732iApproximate average salary by contribution assumption: employee only about $2,393,300 at 4% or $1,595,533 at 6%; with 50% employer match about $1,595,533 at 4% or $1,063,689 at 6%; with 100% employer match about $1,196,650 at 4% or $797,767 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 5 | $1,091,675 | $478,660 | $95,732iApproximate average salary by contribution assumption: employee only about $2,393,300 at 4% or $1,595,533 at 6%; with 50% employer match about $1,595,533 at 4% or $1,063,689 at 6%; with 100% employer match about $1,196,650 at 4% or $797,767 at 6%. |
| 2015 | 1 | 3 | $568,511 | $68,428 | $22,809iApproximate average salary by contribution assumption: employee only about $570,233 at 4% or $380,156 at 6%; with 50% employer match about $380,156 at 4% or $253,437 at 6%; with 100% employer match about $285,117 at 4% or $190,078 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $568,511 | $68,428 | $22,809iApproximate average salary by contribution assumption: employee only about $570,233 at 4% or $380,156 at 6%; with 50% employer match about $380,156 at 4% or $253,437 at 6%; with 100% employer match about $285,117 at 4% or $190,078 at 6%. |
| 2014 | 1 | 3 | $515,411 | $53,143 | $17,714iApproximate average salary by contribution assumption: employee only about $442,858 at 4% or $295,239 at 6%; with 50% employer match about $295,239 at 4% or $196,826 at 6%; with 100% employer match about $221,429 at 4% or $147,619 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $515,411 | $53,143 | $17,714iApproximate average salary by contribution assumption: employee only about $442,858 at 4% or $295,239 at 6%; with 50% employer match about $295,239 at 4% or $196,826 at 6%; with 100% employer match about $221,429 at 4% or $147,619 at 6%. |
| 2013 | 1 | 3 | $430,798 | $51,455 | $17,152iApproximate average salary by contribution assumption: employee only about $428,792 at 4% or $285,861 at 6%; with 50% employer match about $285,861 at 4% or $190,574 at 6%; with 100% employer match about $214,396 at 4% or $142,931 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $430,798 | $51,455 | $17,152iApproximate average salary by contribution assumption: employee only about $428,792 at 4% or $285,861 at 6%; with 50% employer match about $285,861 at 4% or $190,574 at 6%; with 100% employer match about $214,396 at 4% or $142,931 at 6%. |
| 2012 | 1 | 3 | $310,751 | $42,506 | $14,169iApproximate average salary by contribution assumption: employee only about $354,217 at 4% or $236,144 at 6%; with 50% employer match about $236,144 at 4% or $157,430 at 6%; with 100% employer match about $177,108 at 4% or $118,072 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $310,751 | $42,506 | $14,169iApproximate average salary by contribution assumption: employee only about $354,217 at 4% or $236,144 at 6%; with 50% employer match about $236,144 at 4% or $157,430 at 6%; with 100% employer match about $177,108 at 4% or $118,072 at 6%. |
| 2011 | 1 | 3 | $231,336 | $52,515 | $17,505iApproximate average salary by contribution assumption: employee only about $437,625 at 4% or $291,750 at 6%; with 50% employer match about $291,750 at 4% or $194,500 at 6%; with 100% employer match about $218,813 at 4% or $145,875 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $231,336 | $52,515 | $17,505iApproximate average salary by contribution assumption: employee only about $437,625 at 4% or $291,750 at 6%; with 50% employer match about $291,750 at 4% or $194,500 at 6%; with 100% employer match about $218,813 at 4% or $145,875 at 6%. |
| 2010 | 1 | 4 | $327,356 | $67,883 | $16,971iApproximate average salary by contribution assumption: employee only about $424,269 at 4% or $282,846 at 6%; with 50% employer match about $282,846 at 4% or $188,564 at 6%; with 100% employer match about $212,134 at 4% or $141,423 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 4 | $327,356 | $67,883 | $16,971iApproximate average salary by contribution assumption: employee only about $424,269 at 4% or $282,846 at 6%; with 50% employer match about $282,846 at 4% or $188,564 at 6%; with 100% employer match about $212,134 at 4% or $141,423 at 6%. |
| 2009 | 1 | 4 | $229,787 | $73,425 | $18,356iApproximate average salary by contribution assumption: employee only about $458,906 at 4% or $305,938 at 6%; with 50% employer match about $305,938 at 4% or $203,958 at 6%; with 100% employer match about $229,453 at 4% or $152,969 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 4 | $229,787 | $73,425 | $18,356iApproximate average salary by contribution assumption: employee only about $458,906 at 4% or $305,938 at 6%; with 50% employer match about $305,938 at 4% or $203,958 at 6%; with 100% employer match about $229,453 at 4% or $152,969 at 6%. |
| 2008 | 1 | 3 | $114,385 | $75,848 | $25,283iApproximate average salary by contribution assumption: employee only about $632,067 at 4% or $421,378 at 6%; with 50% employer match about $421,378 at 4% or $280,919 at 6%; with 100% employer match about $316,033 at 4% or $210,689 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $114,385 | $75,848 | $25,283iApproximate average salary by contribution assumption: employee only about $632,067 at 4% or $421,378 at 6%; with 50% employer match about $421,378 at 4% or $280,919 at 6%; with 100% employer match about $316,033 at 4% or $210,689 at 6%. |
| 2007 | 1 | 3 | $74,819 | $74,694 | $24,898iApproximate average salary by contribution assumption: employee only about $622,450 at 4% or $414,967 at 6%; with 50% employer match about $414,967 at 4% or $276,644 at 6%; with 100% employer match about $311,225 at 4% or $207,483 at 6%. |
| James H. Turner PC 401(K) Profit Sharing Plan | - | 3 | $74,819 | $74,694 | $24,898iApproximate average salary by contribution assumption: employee only about $622,450 at 4% or $414,967 at 6%; with 50% employer match about $414,967 at 4% or $276,644 at 6%; with 100% employer match about $311,225 at 4% or $207,483 at 6%. |