Original filing (PDF)20230126160203NAL0007948835001

JONES & TURNER, INC.

Name: JONES & TURNER, INC. — JONES & TURNER, INC MONEY PURCHASE PLAN AND TRUST, Form 5500 (2022)
Creator: JONES & TURNER, INC.

Form 5500-SF

FILING_RECEIVED

JONES & TURNER, INC MONEY PURCHASE PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONES & TURNER, INC..

Plan sponsor

Name

JONES & TURNER, INC.

EIN

43-0784214

Address

P.O. BOX 1127 · LINN, MO · 65051

Phone

(573) 897-3125

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-12

Filed

2023-01-26

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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