Original filing (PDF)20250825124729NAL0007638897001

AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION

Name: AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION — AARON G. TURNER CPA CASH BALANCE PLAN, Form 5500 (2024)
Creator: AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

AARON G. TURNER CPA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION.

Plan sponsor

Name

AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION

EIN

46-3681428all filings

Address

260 HANFORD STREET · SUTTER CREEK, CA · 95685

Phone

(916) 354-9804

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator