Original filing (PDF)20250605081549NAL0008981539001

STURGILL, TURNER, BARKER & MOLONEY, PLLC

Name: STURGILL, TURNER, BARKER & MOLONEY, PLLC — STURGILL, TURNER, BARKER & MOLONEY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STURGILL, TURNER, BARKER & MOLONEY, PLLC

Form 5500-SF

FILING_RECEIVED

STURGILL, TURNER, BARKER & MOLONEY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

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 STURGILL, TURNER, BARKER & MOLONEY, PLLC.

Plan sponsor

Name

STURGILL, TURNER, BARKER & MOLONEY, PLLC

EIN

61-0576615

Address

333 WEST VINE ST., SUITE 1500 · LEXINGTON, KY · 40507

Phone

(859) 255-8581

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PFAU COCHRAN VERTETIS AMALA PLLC

PFAU COCHRAN VERTETIS AMALA PLLC 401(K) RETIREMENT SAVINGS PLAN

$13.7M · 61 participants

LEVIN SCHREDER & CAREY LTD.

LEVIN SCHREDER & CAREY LTD. EMPLOYEES PROFIT SHARING/401(K) PLAN & TRUST

$13.7M · 22 participants

COUSINEAU MALONE, P.A

COUSINEAU MALONE, P.A. PROFIT SHARING PLAN

$13.7M · 29 participants

GAEBE, MULLEN, ANTONELLI, & DIMATTEO, P.A.

GAEBE, MULLEN, ANTONELLI, & DIMATTEO, P.A. 401(K) SAVINGS PLAN AND TRUST

$13.8M · 14 participants

GROTEFELD HOFFMANN