Turner, Stone & Company
Plan context: Turner, Stone & Company 401K Profit Sharing Plan
EIN 75-2608885 • Dallas, TX • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
55
2024 Assets
$3,510,610
2024 Contributions
$674,969
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 | 1 | 55 | $3,510,610 | $674,969 | $12,272iApproximate average salary by contribution assumption: employee only about $306,804 at 4% or $204,536 at 6%; with 50% employer match about $204,536 at 4% or $136,357 at 6%; with 100% employer match about $153,402 at 4% or $102,268 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 55 | $3,510,610 | $674,969 | $12,272iApproximate average salary by contribution assumption: employee only about $306,804 at 4% or $204,536 at 6%; with 50% employer match about $204,536 at 4% or $136,357 at 6%; with 100% employer match about $153,402 at 4% or $102,268 at 6%. |
| 2023 | 1 | 62 | $4,424,080 | $422,510 | $6,815iApproximate average salary by contribution assumption: employee only about $170,367 at 4% or $113,578 at 6%; with 50% employer match about $113,578 at 4% or $75,719 at 6%; with 100% employer match about $85,183 at 4% or $56,789 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 62 | $4,424,080 | $422,510 | $6,815iApproximate average salary by contribution assumption: employee only about $170,367 at 4% or $113,578 at 6%; with 50% employer match about $113,578 at 4% or $75,719 at 6%; with 100% employer match about $85,183 at 4% or $56,789 at 6%. |
| 2022 | 1 | 55 | $4,861,389 | $412,819 | $7,506iApproximate average salary by contribution assumption: employee only about $187,645 at 4% or $125,097 at 6%; with 50% employer match about $125,097 at 4% or $83,398 at 6%; with 100% employer match about $93,823 at 4% or $62,548 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 55 | $4,861,389 | $412,819 | $7,506iApproximate average salary by contribution assumption: employee only about $187,645 at 4% or $125,097 at 6%; with 50% employer match about $125,097 at 4% or $83,398 at 6%; with 100% employer match about $93,823 at 4% or $62,548 at 6%. |
| 2021 | 1 | 38 | $5,412,228 | $394,687 | $10,387iApproximate average salary by contribution assumption: employee only about $259,663 at 4% or $173,108 at 6%; with 50% employer match about $173,108 at 4% or $115,406 at 6%; with 100% employer match about $129,831 at 4% or $86,554 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 38 | $5,412,228 | $394,687 | $10,387iApproximate average salary by contribution assumption: employee only about $259,663 at 4% or $173,108 at 6%; with 50% employer match about $173,108 at 4% or $115,406 at 6%; with 100% employer match about $129,831 at 4% or $86,554 at 6%. |
| 2020 | 1 | 36 | $4,530,200 | $341,496 | $9,486iApproximate average salary by contribution assumption: employee only about $237,150 at 4% or $158,100 at 6%; with 50% employer match about $158,100 at 4% or $105,400 at 6%; with 100% employer match about $118,575 at 4% or $79,050 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 36 | $4,530,200 | $341,496 | $9,486iApproximate average salary by contribution assumption: employee only about $237,150 at 4% or $158,100 at 6%; with 50% employer match about $158,100 at 4% or $105,400 at 6%; with 100% employer match about $118,575 at 4% or $79,050 at 6%. |
| 2019 | 1 | 28 | $3,742,193 | $323,309 | $11,547iApproximate average salary by contribution assumption: employee only about $288,669 at 4% or $192,446 at 6%; with 50% employer match about $192,446 at 4% or $128,297 at 6%; with 100% employer match about $144,334 at 4% or $96,223 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 28 | $3,742,193 | $323,309 | $11,547iApproximate average salary by contribution assumption: employee only about $288,669 at 4% or $192,446 at 6%; with 50% employer match about $192,446 at 4% or $128,297 at 6%; with 100% employer match about $144,334 at 4% or $96,223 at 6%. |
| 2018 | 1 | 28 | $3,164,823 | $262,463 | $9,374iApproximate average salary by contribution assumption: employee only about $234,342 at 4% or $156,228 at 6%; with 50% employer match about $156,228 at 4% or $104,152 at 6%; with 100% employer match about $117,171 at 4% or $78,114 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 28 | $3,164,823 | $262,463 | $9,374iApproximate average salary by contribution assumption: employee only about $234,342 at 4% or $156,228 at 6%; with 50% employer match about $156,228 at 4% or $104,152 at 6%; with 100% employer match about $117,171 at 4% or $78,114 at 6%. |
| 2017 | 1 | 24 | $3,337,763 | $227,560 | $9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 24 | $3,337,763 | $227,560 | $9,482iApproximate average salary by contribution assumption: employee only about $237,042 at 4% or $158,028 at 6%; with 50% employer match about $158,028 at 4% or $105,352 at 6%; with 100% employer match about $118,521 at 4% or $79,014 at 6%. |
| 2016 | 1 | 21 | $2,693,172 | $240,145 | $11,435iApproximate average salary by contribution assumption: employee only about $285,887 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,296 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 21 | $2,693,172 | $240,145 | $11,435iApproximate average salary by contribution assumption: employee only about $285,887 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,061 at 6%; with 100% employer match about $142,943 at 4% or $95,296 at 6%. |
| 2015 | 1 | 21 | $2,634,255 | $189,914 | $9,044iApproximate average salary by contribution assumption: employee only about $226,088 at 4% or $150,725 at 6%; with 50% employer match about $150,725 at 4% or $100,484 at 6%; with 100% employer match about $113,044 at 4% or $75,363 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 21 | $2,634,255 | $189,914 | $9,044iApproximate average salary by contribution assumption: employee only about $226,088 at 4% or $150,725 at 6%; with 50% employer match about $150,725 at 4% or $100,484 at 6%; with 100% employer match about $113,044 at 4% or $75,363 at 6%. |
| 2014 | 1 | 20 | $2,479,593 | $111,788 | $5,589iApproximate average salary by contribution assumption: employee only about $139,735 at 4% or $93,157 at 6%; with 50% employer match about $93,157 at 4% or $62,104 at 6%; with 100% employer match about $69,868 at 4% or $46,578 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 20 | $2,479,593 | $111,788 | $5,589iApproximate average salary by contribution assumption: employee only about $139,735 at 4% or $93,157 at 6%; with 50% employer match about $93,157 at 4% or $62,104 at 6%; with 100% employer match about $69,868 at 4% or $46,578 at 6%. |
| 2013 | 1 | 21 | $2,399,924 | $160,395 | $7,638iApproximate average salary by contribution assumption: employee only about $190,946 at 4% or $127,298 at 6%; with 50% employer match about $127,298 at 4% or $84,865 at 6%; with 100% employer match about $95,473 at 4% or $63,649 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 21 | $2,399,924 | $160,395 | $7,638iApproximate average salary by contribution assumption: employee only about $190,946 at 4% or $127,298 at 6%; with 50% employer match about $127,298 at 4% or $84,865 at 6%; with 100% employer match about $95,473 at 4% or $63,649 at 6%. |
| 2012 | 1 | 25 | $1,977,780 | $157,525 | $6,301iApproximate average salary by contribution assumption: employee only about $157,525 at 4% or $105,017 at 6%; with 50% employer match about $105,017 at 4% or $70,011 at 6%; with 100% employer match about $78,763 at 4% or $52,508 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 25 | $1,977,780 | $157,525 | $6,301iApproximate average salary by contribution assumption: employee only about $157,525 at 4% or $105,017 at 6%; with 50% employer match about $105,017 at 4% or $70,011 at 6%; with 100% employer match about $78,763 at 4% or $52,508 at 6%. |
| 2011 | 1 | 24 | $1,665,166 | $123,088 | $5,129iApproximate average salary by contribution assumption: employee only about $128,217 at 4% or $85,478 at 6%; with 50% employer match about $85,478 at 4% or $56,985 at 6%; with 100% employer match about $64,108 at 4% or $42,739 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 24 | $1,665,166 | $123,088 | $5,129iApproximate average salary by contribution assumption: employee only about $128,217 at 4% or $85,478 at 6%; with 50% employer match about $85,478 at 4% or $56,985 at 6%; with 100% employer match about $64,108 at 4% or $42,739 at 6%. |
| 2010 | 1 | 24 | $1,551,863 | $145,048 | $6,044iApproximate average salary by contribution assumption: employee only about $151,092 at 4% or $100,728 at 6%; with 50% employer match about $100,728 at 4% or $67,152 at 6%; with 100% employer match about $75,546 at 4% or $50,364 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 24 | $1,551,863 | $145,048 | $6,044iApproximate average salary by contribution assumption: employee only about $151,092 at 4% or $100,728 at 6%; with 50% employer match about $100,728 at 4% or $67,152 at 6%; with 100% employer match about $75,546 at 4% or $50,364 at 6%. |
| 2009 | 1 | 25 | $1,253,268 | $110,448 | $4,418iApproximate average salary by contribution assumption: employee only about $110,448 at 4% or $73,632 at 6%; with 50% employer match about $73,632 at 4% or $49,088 at 6%; with 100% employer match about $55,224 at 4% or $36,816 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 25 | $1,253,268 | $110,448 | $4,418iApproximate average salary by contribution assumption: employee only about $110,448 at 4% or $73,632 at 6%; with 50% employer match about $73,632 at 4% or $49,088 at 6%; with 100% employer match about $55,224 at 4% or $36,816 at 6%. |
| 2008 | 1 | 19 | $947,907 | $114,799 | $6,042iApproximate average salary by contribution assumption: employee only about $151,051 at 4% or $100,701 at 6%; with 50% employer match about $100,701 at 4% or $67,134 at 6%; with 100% employer match about $75,526 at 4% or $50,350 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 19 | $947,907 | $114,799 | $6,042iApproximate average salary by contribution assumption: employee only about $151,051 at 4% or $100,701 at 6%; with 50% employer match about $100,701 at 4% or $67,134 at 6%; with 100% employer match about $75,526 at 4% or $50,350 at 6%. |
| 2007 | 1 | 16 | $1,178,847 | $216,795 | $13,550iApproximate average salary by contribution assumption: employee only about $338,742 at 4% or $225,828 at 6%; with 50% employer match about $225,828 at 4% or $150,552 at 6%; with 100% employer match about $169,371 at 4% or $112,914 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 16 | $1,178,847 | $216,795 | $13,550iApproximate average salary by contribution assumption: employee only about $338,742 at 4% or $225,828 at 6%; with 50% employer match about $225,828 at 4% or $150,552 at 6%; with 100% employer match about $169,371 at 4% or $112,914 at 6%. |
| 2006 | 1 | 22 | $1,060,676 | $213,726 | $9,715iApproximate average salary by contribution assumption: employee only about $242,870 at 4% or $161,914 at 6%; with 50% employer match about $161,914 at 4% or $107,942 at 6%; with 100% employer match about $121,435 at 4% or $80,957 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 22 | $1,060,676 | $213,726 | $9,715iApproximate average salary by contribution assumption: employee only about $242,870 at 4% or $161,914 at 6%; with 50% employer match about $161,914 at 4% or $107,942 at 6%; with 100% employer match about $121,435 at 4% or $80,957 at 6%. |
| 2005 | 1 | 20 | $786,542 | $186,253 | $9,313iApproximate average salary by contribution assumption: employee only about $232,816 at 4% or $155,211 at 6%; with 50% employer match about $155,211 at 4% or $103,474 at 6%; with 100% employer match about $116,408 at 4% or $77,605 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 20 | $786,542 | $186,253 | $9,313iApproximate average salary by contribution assumption: employee only about $232,816 at 4% or $155,211 at 6%; with 50% employer match about $155,211 at 4% or $103,474 at 6%; with 100% employer match about $116,408 at 4% or $77,605 at 6%. |
| 2004 | 1 | 14 | $631,649 | $155,519 | $11,109iApproximate average salary by contribution assumption: employee only about $277,713 at 4% or $185,142 at 6%; with 50% employer match about $185,142 at 4% or $123,428 at 6%; with 100% employer match about $138,856 at 4% or $92,571 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 14 | $631,649 | $155,519 | $11,109iApproximate average salary by contribution assumption: employee only about $277,713 at 4% or $185,142 at 6%; with 50% employer match about $185,142 at 4% or $123,428 at 6%; with 100% employer match about $138,856 at 4% or $92,571 at 6%. |
| 2002 | 1 | 11 | $290,837 | $135,980 | $12,362iApproximate average salary by contribution assumption: employee only about $309,045 at 4% or $206,030 at 6%; with 50% employer match about $206,030 at 4% or $137,354 at 6%; with 100% employer match about $154,523 at 4% or $103,015 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 11 | $290,837 | $135,980 | $12,362iApproximate average salary by contribution assumption: employee only about $309,045 at 4% or $206,030 at 6%; with 50% employer match about $206,030 at 4% or $137,354 at 6%; with 100% employer match about $154,523 at 4% or $103,015 at 6%. |
| 2001 | 1 | 10 | $208,119 | $81,833 | $8,183iApproximate average salary by contribution assumption: employee only about $204,583 at 4% or $136,388 at 6%; with 50% employer match about $136,388 at 4% or $90,926 at 6%; with 100% employer match about $102,291 at 4% or $68,194 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 10 | $208,119 | $81,833 | $8,183iApproximate average salary by contribution assumption: employee only about $204,583 at 4% or $136,388 at 6%; with 50% employer match about $136,388 at 4% or $90,926 at 6%; with 100% employer match about $102,291 at 4% or $68,194 at 6%. |
| 2000 | 1 | 7 | $0 | $0 | - |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 8 | $141,229 | $53,588 | $6,699iApproximate average salary by contribution assumption: employee only about $167,463 at 4% or $111,642 at 6%; with 50% employer match about $111,642 at 4% or $74,428 at 6%; with 100% employer match about $83,731 at 4% or $55,821 at 6%. |
| Turner, Stone & Company 401K Profit Sharing Plan | - | 8 | $141,229 | $53,588 | $6,699iApproximate average salary by contribution assumption: employee only about $167,463 at 4% or $111,642 at 6%; with 50% employer match about $111,642 at 4% or $74,428 at 6%; with 100% employer match about $83,731 at 4% or $55,821 at 6%. |