2023 Form 5500 filing — Turnpoint 401(K) 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 20241014101315NAL0013111939001) for Turnpoint 401(K) Plan, reported by Essential Services Intermediate Holding Corporation Dba Turnpoint Serv under EIN 81-3502817 and plan number 001. It reports 5,784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101315NAL0013111939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essential Services Intermediate Holding Corporation Dba Turnpoint Serv
- EIN
- 81-3502817
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 5,784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,204,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,204,496
- Employer contributions
- $5,419,330
- Participant contributions
- $21,549,150
- Total income / additions
- $46,583,890
- Benefits paid
- $10,576,715
- Administrative expenses
- $638,950
- Total expenses
- $11,251,448
- Net increase / (decrease)
- $35,332,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $470,861 | $0 |
| Securities America Inc | ADVISOR | $103,298 | not reported in the loaded dataset |
| Jones, Nale & Mattingly Plc | ACCOUNTANT/AUDITOR | $23,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $22,433 | not reported in the loaded dataset |
| Robert W Baird & Co., Inc. | INVESTMENT ADVISOR | $19,357 | not reported in the loaded dataset |