Original filing (PDF)20251010093410NAL0007873633001

TURNER & ASSOCIATES, CPAS

Name: TURNER & ASSOCIATES, CPAS — TURNER & ASSOCIATES, CPAS RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: TURNER & ASSOCIATES, CPAS

Form 5500-SF

FILING_RECEIVED

TURNER & ASSOCIATES, CPAS RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 TURNER & ASSOCIATES, CPAS.

Plan sponsor

Name

TURNER & ASSOCIATES, CPAS

EIN

65-0688598

Address

200 S BISCAYNE BLVD STE 1770 · MIAMI, FL · 331315336

Phone

(305) 377-0707

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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