2023 Form 5500 filing — Turning Stone Enterprises, LLC 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 20241014150536NAL0027654817001) for Turning Stone Enterprises, LLC 401 (K) Plan, reported by Turning Stone Enterprises, LLC under EIN 06-1821494 and plan number 001. It reports 4,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$195.7MReported net assets$195,659,414
Participants4.8K4,810
Provider compensation$43.6K2 Schedule C row(s)$43,639
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014150536NAL0027654817001
Plan sponsor
Turning Stone Enterprises, LLC
EIN
06-1821494
Plan number
001
Location
Verona, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$195.7M total assets
Net assets$195.7MLiabilities$0
Money in vs. money out
Total income / additions$48.7M
Total expenses$12.8M
Benefits paid / distributions$12.6M
Contributions
Employer$5.4M
Participant$9.2M
Full reported line items
Total assets (EOY)
$195,659,414
Total liabilities (EOY)
$0
Net assets (EOY)
$195,659,414
Employer contributions
$5,377,460
Participant contributions
$9,179,585
Total income / additions
$48,736,070
Benefits paid
$12,587,056
Administrative expenses
$43,639
Total expenses
$12,795,483
Net increase / (decrease)
$35,940,587
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $113.5K
  2. 2
    RECORDKEEPER · Direct -$69.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150536NAL0027654817001 cover?
It is the 2023 Form 5500 filing for Turning Stone Enterprises, LLC 401 (K) Plan, reported by Turning Stone Enterprises, LLC (EIN 06-1821494).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages