401k Plan data: JACK B. TURNER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

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

Plan Name	JACK B. TURNER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

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

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Life insurance

401k Sponsoring company profile

JACK B. TURNER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JACK B. TURNER & ASSOCIATES, INC.

Employer identification number (EIN): 620905683

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACK B. TURNER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 CAROL WALKER 2021-07-19
002 2019-01-01 CAROL WALKER 2020-05-28
002 2018-01-01 CAROL WALKER 2019-07-10
002 2017-01-01 CAROL WALKER 2018-06-20
002 2016-01-01 CAROL WALKER 2017-07-26
002 2015-01-01 SHAN SMITH 2016-06-30
002 2014-01-01 SHAN SMITH 2015-03-13 SHAN SMITH 2015-03-13
002 2013-01-01 SHAN SMITH 2014-04-16 SHAN SMITH 2014-04-16
002 2012-01-01 SHAN SMITH 2013-03-25
002 2011-01-01 SHAN SMITH 2012-05-16 SHAN SMITH 2012-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	CAROL WALKER	2021-07-19
002	2019-01-01	CAROL WALKER	2020-05-28
002	2018-01-01	CAROL WALKER	2019-07-10
002	2017-01-01	CAROL WALKER	2018-06-20
002	2016-01-01	CAROL WALKER	2017-07-26
002	2015-01-01	SHAN SMITH	2016-06-30
002	2014-01-01	SHAN SMITH	2015-03-13	SHAN SMITH	2015-03-13
002	2013-01-01	SHAN SMITH	2014-04-16	SHAN SMITH	2014-04-16
002	2012-01-01	SHAN SMITH	2013-03-25
002	2011-01-01	SHAN SMITH	2012-05-16	SHAN SMITH	2012-05-16

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Company Name:	JACK B. TURNER & ASSOCIATES, INC.
Employer identification number (EIN):	620905683
NAIC Classification:	524140