Turner & Associates, Inc.
Plan context: Turner & Associates Inc. 401(K) Plan
EIN 80-0445744 • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,654,815
2024 Contributions
$67,808
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 | 2 | $2,654,815 | $0 | - |
| Turner & Associates Inc. 401(K) Plan | - | 2 | $2,654,815 | - | - |
| 2023 | 1 | 5 | $2,954,824 | $67,808 | $13,562iApproximate average salary by contribution assumption: employee only about $339,040 at 4% or $226,027 at 6%; with 50% employer match about $226,027 at 4% or $150,684 at 6%; with 100% employer match about $169,520 at 4% or $113,013 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 5 | $2,954,824 | $67,808 | $13,562iApproximate average salary by contribution assumption: employee only about $339,040 at 4% or $226,027 at 6%; with 50% employer match about $226,027 at 4% or $150,684 at 6%; with 100% employer match about $169,520 at 4% or $113,013 at 6%. |
| 2022 | 1 | 5 | $2,269,355 | $64,553 | $12,911iApproximate average salary by contribution assumption: employee only about $322,765 at 4% or $215,177 at 6%; with 50% employer match about $215,177 at 4% or $143,451 at 6%; with 100% employer match about $161,383 at 4% or $107,588 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 5 | $2,269,355 | $64,553 | $12,911iApproximate average salary by contribution assumption: employee only about $322,765 at 4% or $215,177 at 6%; with 50% employer match about $215,177 at 4% or $143,451 at 6%; with 100% employer match about $161,383 at 4% or $107,588 at 6%. |
| 2021 | 1 | 6 | $2,179,895 | $53,146 | $8,858iApproximate average salary by contribution assumption: employee only about $221,442 at 4% or $147,628 at 6%; with 50% employer match about $147,628 at 4% or $98,419 at 6%; with 100% employer match about $110,721 at 4% or $73,814 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 6 | $2,179,895 | $53,146 | $8,858iApproximate average salary by contribution assumption: employee only about $221,442 at 4% or $147,628 at 6%; with 50% employer match about $147,628 at 4% or $98,419 at 6%; with 100% employer match about $110,721 at 4% or $73,814 at 6%. |
| 2020 | 1 | 6 | $1,252,086 | $55,693 | $9,282iApproximate average salary by contribution assumption: employee only about $232,054 at 4% or $154,703 at 6%; with 50% employer match about $154,703 at 4% or $103,135 at 6%; with 100% employer match about $116,027 at 4% or $77,351 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 6 | $1,252,086 | $55,693 | $9,282iApproximate average salary by contribution assumption: employee only about $232,054 at 4% or $154,703 at 6%; with 50% employer match about $154,703 at 4% or $103,135 at 6%; with 100% employer match about $116,027 at 4% or $77,351 at 6%. |
| 2019 | 1 | 7 | $1,081,438 | $58,473 | $8,353iApproximate average salary by contribution assumption: employee only about $208,832 at 4% or $139,221 at 6%; with 50% employer match about $139,221 at 4% or $92,814 at 6%; with 100% employer match about $104,416 at 4% or $69,611 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 7 | $1,081,438 | $58,473 | $8,353iApproximate average salary by contribution assumption: employee only about $208,832 at 4% or $139,221 at 6%; with 50% employer match about $139,221 at 4% or $92,814 at 6%; with 100% employer match about $104,416 at 4% or $69,611 at 6%. |
| 2018 | 1 | 7 | $966,145 | $62,655 | $8,951iApproximate average salary by contribution assumption: employee only about $223,768 at 4% or $149,179 at 6%; with 50% employer match about $149,179 at 4% or $99,452 at 6%; with 100% employer match about $111,884 at 4% or $74,589 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 7 | $966,145 | $62,655 | $8,951iApproximate average salary by contribution assumption: employee only about $223,768 at 4% or $149,179 at 6%; with 50% employer match about $149,179 at 4% or $99,452 at 6%; with 100% employer match about $111,884 at 4% or $74,589 at 6%. |
| 2017 | 1 | 6 | $887,568 | $53,536 | $8,923iApproximate average salary by contribution assumption: employee only about $223,067 at 4% or $148,711 at 6%; with 50% employer match about $148,711 at 4% or $99,141 at 6%; with 100% employer match about $111,533 at 4% or $74,356 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 6 | $887,568 | $53,536 | $8,923iApproximate average salary by contribution assumption: employee only about $223,067 at 4% or $148,711 at 6%; with 50% employer match about $148,711 at 4% or $99,141 at 6%; with 100% employer match about $111,533 at 4% or $74,356 at 6%. |
| 2016 | 1 | 6 | $741,242 | $70,138 | $11,690iApproximate average salary by contribution assumption: employee only about $292,242 at 4% or $194,828 at 6%; with 50% employer match about $194,828 at 4% or $129,885 at 6%; with 100% employer match about $146,121 at 4% or $97,414 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 6 | $741,242 | $70,138 | $11,690iApproximate average salary by contribution assumption: employee only about $292,242 at 4% or $194,828 at 6%; with 50% employer match about $194,828 at 4% or $129,885 at 6%; with 100% employer match about $146,121 at 4% or $97,414 at 6%. |
| 2015 | 1 | 6 | $739,065 | $44,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 6 | $739,065 | $44,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| 2014 | 1 | 3 | $283,088 | $49,482 | $16,494iApproximate average salary by contribution assumption: employee only about $412,350 at 4% or $274,900 at 6%; with 50% employer match about $274,900 at 4% or $183,267 at 6%; with 100% employer match about $206,175 at 4% or $137,450 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 3 | $283,088 | $49,482 | $16,494iApproximate average salary by contribution assumption: employee only about $412,350 at 4% or $274,900 at 6%; with 50% employer match about $274,900 at 4% or $183,267 at 6%; with 100% employer match about $206,175 at 4% or $137,450 at 6%. |
| 2013 | 1 | 5 | $586,700 | $62,315 | $12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 5 | $586,700 | $62,315 | $12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%. |
| 2012 | 1 | 5 | $328,001 | $55,859 | $11,172iApproximate average salary by contribution assumption: employee only about $279,295 at 4% or $186,197 at 6%; with 50% employer match about $186,197 at 4% or $124,131 at 6%; with 100% employer match about $139,648 at 4% or $93,098 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 5 | $328,001 | $55,859 | $11,172iApproximate average salary by contribution assumption: employee only about $279,295 at 4% or $186,197 at 6%; with 50% employer match about $186,197 at 4% or $124,131 at 6%; with 100% employer match about $139,648 at 4% or $93,098 at 6%. |
| 2011 | 1 | 4 | $427,548 | $45,520 | $11,380iApproximate average salary by contribution assumption: employee only about $284,500 at 4% or $189,667 at 6%; with 50% employer match about $189,667 at 4% or $126,444 at 6%; with 100% employer match about $142,250 at 4% or $94,833 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 4 | $427,548 | $45,520 | $11,380iApproximate average salary by contribution assumption: employee only about $284,500 at 4% or $189,667 at 6%; with 50% employer match about $189,667 at 4% or $126,444 at 6%; with 100% employer match about $142,250 at 4% or $94,833 at 6%. |
| 2010 | 1 | 4 | $228,803 | $32,208 | $8,052iApproximate average salary by contribution assumption: employee only about $201,300 at 4% or $134,200 at 6%; with 50% employer match about $134,200 at 4% or $89,467 at 6%; with 100% employer match about $100,650 at 4% or $67,100 at 6%. |
| Turner & Associates Inc. 401(K) Plan | - | 4 | $228,803 | $32,208 | $8,052iApproximate average salary by contribution assumption: employee only about $201,300 at 4% or $134,200 at 6%; with 50% employer match about $134,200 at 4% or $89,467 at 6%; with 100% employer match about $100,650 at 4% or $67,100 at 6%. |
| 2009 | 1 | 4 | $192,553 | $0 | - |
| Turner & Associates Inc. 401(K) Plan | - | 4 | $192,553 | - | - |