Original filing (PDF)20240724162736NAL0029217154001

TURNER & ALLEN, P.C.

Name: TURNER & ALLEN, P.C. — TURNER & ALLEN , P.C. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: TURNER & ALLEN, P.C.

Form 5500-SF

FILING_RECEIVED

TURNER & ALLEN , P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TURNER & ALLEN, P.C..

Plan sponsor

Name

TURNER & ALLEN, P.C.

EIN

75-1468830

Address

455 ELM STREET, SUITE 100 · GRAHAM, TX · 76450

Phone

(940) 549-3456

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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