Original filing (PDF)20241210143132NAL0016566896001

JACK B. TURNER & ASSOCIATES, INC.

Name: JACK B. TURNER & ASSOCIATES, INC. — JACK B. TURNER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JACK B. TURNER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

JACK B. TURNER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 22.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

JACK B. TURNER & ASSOCIATES, INC.

EIN

62-0905683

Address

201 MAIN STREET · CLARKSVILLE, TN · 37041

Phone

(931) 552-1515

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-03-07

Filed

2024-12-10

Pension benefit codes

3F · Sponsor used leased employees

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

Service providers (Schedule C)

Small plans don't disclose service providers

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