2023 Form 5500 filing — Turner Supply Company Profit Sharing And Savings 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 20241014085508NAL0025767409001) for Turner Supply Company Profit Sharing And Savings Plan, reported by Turner Supply Company under EIN 63-0213410 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085508NAL0025767409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Turner Supply Company
- EIN
- 63-0213410
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,441,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,441,783
- Employer contributions
- $228,723
- Participant contributions
- $433,845
- Total income / additions
- $2,222,699
- Benefits paid
- $2,496,555
- Administrative expenses
- $36,589
- Total expenses
- $2,533,144
- Net increase / (decrease)
- -$310,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mitchell Mcleod Pugh & Williams | INVESTMENT ADVISOR | $26,006 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $5,729 | $0 |