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PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

PAGE & TURNBULL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAGE & TURNBULL, INC.
Employer identification number (EIN):942294803
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about PAGE & TURNBULL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2021-04-07
Company Identification Number: 0804009292
Legal Registered Office Address: 170 MAIDEN LN FL 5

SAN FRANCISCO
United States of America (USA)
94108

More information about PAGE & TURNBULL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROLYN KIERNAT2024-06-20
0012022-01-01CAROLYN KIERNAT2023-08-22
0012021-01-01CAROLYN KIERNAT2022-10-05
0012020-01-01CAROLYN KIERNAT2021-07-29
0012019-10-01CAROLYN KIERNAT2020-10-06
0012018-10-01CAROLYN KIERNAT2020-06-01
0012017-10-01TOM DUFURRENA2019-04-16
0012016-10-01TOM DUFURRENA2018-06-11
0012015-10-01TOM DUFURRENA2016-12-05
0012014-10-01TOM DUFURRENA
0012013-10-01TOM DUFURRENA
0012012-10-01TOM DUFURRENA
0012011-10-01TOM DUFURRENA TOM DUFURRENA2013-07-11
0012010-10-01TOM DUFURRENA
0012009-10-01TOM DUFERRENA
0012009-10-01TOM DUFERRENA
0012008-10-01
0012008-10-01

Plan Statistics for PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0141
Total number of active participants reported on line 7a of the Form 55002014-10-0135
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0117
Total of all active and inactive participants2014-10-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0152
Number of participants with account balances2014-10-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0140
Total number of active participants reported on line 7a of the Form 55002013-10-0126
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0115
Total of all active and inactive participants2013-10-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0141
Number of participants with account balances2013-10-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0138
Total number of active participants reported on line 7a of the Form 55002012-10-0126
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0114
Total of all active and inactive participants2012-10-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0140
Number of participants with account balances2012-10-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0135
Total number of active participants reported on line 7a of the Form 55002011-10-0123
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0115
Total of all active and inactive participants2011-10-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0138
Number of participants with account balances2011-10-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0140
Total number of active participants reported on line 7a of the Form 55002010-10-0117
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0118
Total of all active and inactive participants2010-10-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0135
Number of participants with account balances2010-10-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0136
Total number of active participants reported on line 7a of the Form 55002009-10-0122
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0118
Total of all active and inactive participants2009-10-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0140
Number of participants with account balances2009-10-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$240,339
Expenses. Total of all expenses incurred2015-09-30$49,930
Benefits paid (including direct rollovers)2015-09-30$49,620
Total plan assets at end of year2015-09-30$3,391,136
Total plan assets at beginning of year2015-09-30$3,200,727
Value of fidelity bond covering the plan2015-09-30$300,000
Total contributions received or receivable from participants2015-09-30$211,755
Expenses. Other expenses not covered elsewhere2015-09-30$310
Contributions received from other sources (not participants or employers)2015-09-30$802
Other income received2015-09-30$-70,054
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$190,409
Net plan assets at end of year (total assets less liabilities)2015-09-30$3,391,136
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,200,727
Assets. Value of participant loans2015-09-30$62,012
Total contributions received or receivable from employer(s)2015-09-30$97,836
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
2014 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$540,183
Expenses. Total of all expenses incurred2014-09-30$148,079
Benefits paid (including direct rollovers)2014-09-30$147,619
Total plan assets at end of year2014-09-30$3,200,527
Total plan assets at beginning of year2014-09-30$2,808,423
Value of fidelity bond covering the plan2014-09-30$300,000
Total contributions received or receivable from participants2014-09-30$198,970
Expenses. Other expenses not covered elsewhere2014-09-30$460
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$285,159
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$392,104
Net plan assets at end of year (total assets less liabilities)2014-09-30$3,200,527
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,808,423
Assets. Value of participant loans2014-09-30$63,512
Total contributions received or receivable from employer(s)2014-09-30$56,054
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
2013 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$513,455
Expenses. Total of all expenses incurred2013-09-30$32,621
Benefits paid (including direct rollovers)2013-09-30$32,471
Total plan assets at end of year2013-09-30$2,808,423
Total plan assets at beginning of year2013-09-30$2,327,589
Value of fidelity bond covering the plan2013-09-30$300,000
Total contributions received or receivable from participants2013-09-30$139,555
Expenses. Other expenses not covered elsewhere2013-09-30$150
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$319,273
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$480,834
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,808,423
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,327,589
Assets. Value of participant loans2013-09-30$44,170
Total contributions received or receivable from employer(s)2013-09-30$54,627
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
2012 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total income from all sources2012-09-30$508,206
Expenses. Total of all expenses incurred2012-09-30$111,221
Benefits paid (including direct rollovers)2012-09-30$111,001
Total plan assets at end of year2012-09-30$2,327,589
Total plan assets at beginning of year2012-09-30$1,930,604
Value of fidelity bond covering the plan2012-09-30$150,000
Total contributions received or receivable from participants2012-09-30$122,469
Expenses. Other expenses not covered elsewhere2012-09-30$220
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$332,974
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$396,985
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,327,589
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,930,604
Assets. Value of participant loans2012-09-30$67,670
Total contributions received or receivable from employer(s)2012-09-30$52,763
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
2011 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$99,528
Expenses. Total of all expenses incurred2011-09-30$31,958
Benefits paid (including direct rollovers)2011-09-30$31,634
Total plan assets at end of year2011-09-30$1,930,604
Total plan assets at beginning of year2011-09-30$1,863,034
Value of fidelity bond covering the plan2011-09-30$150,000
Total contributions received or receivable from participants2011-09-30$124,739
Expenses. Other expenses not covered elsewhere2011-09-30$324
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-67,827
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$67,570
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,930,604
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,863,034
Assets. Value of participant loans2011-09-30$80,757
Total contributions received or receivable from employer(s)2011-09-30$42,616
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0

Form 5500 Responses for PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN

2014: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedYes
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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