2023 Form 5500 filing — Turning Point Community Programs 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008092337NAL0016390145001) for Turning Point Community Programs 401(K) Retirement Plan, reported by Turning Point Community Programs under EIN 94-2609766 and plan number 001. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092337NAL0016390145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Turning Point Community Programs
- EIN
- 94-2609766
- Plan number
- 001
- Location
- Rancho Cordova, CA
- Participants
- 1,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,356,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,356,200
- Employer contributions
- $777,244
- Participant contributions
- $1,715,449
- Total income / additions
- $5,911,994
- Benefits paid
- $2,088,942
- Administrative expenses
- $162,695
- Total expenses
- $2,251,637
- Net increase / (decrease)
- $3,660,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $152,764 | $0 |
| Ubs Financial Services, Inc. | OTHER SSERVICES | $0 | $30,238 |
| Ascensus | CONTRACT ADMINISTRATOR | $9,931 | $9,895 |
| Ubs Financial Services Inc | OTHER SERVICES | $0 | $11,538 |