2023 Form 5500 filing — Turnbull Law Group LLC 401(K) Profit Sharing Plan & Trust

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 20241014151644NAL0013518691001) for Turnbull Law Group LLC 401(K) Profit Sharing Plan & Trust, reported by Turnbull Law Group LLC under EIN 82-4062925 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$699.6KReported net assets$699,573
Participants151
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014151644NAL0013518691001
Plan sponsor
Turnbull Law Group LLC
EIN
82-4062925
Plan number
001
Location
Tempe, AZ
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)$707.4K total assets
Net assets$699.6KLiabilities$7.9K
Money in vs. money out
Total income / additions$318.8K
Total expenses$77.3K
Benefits paid / distributions$64.5K
Contributions
Employer$69K
Participant$175.1K
Full reported line items
Total assets (EOY)
$707,449
Total liabilities (EOY)
$7,876
Net assets (EOY)
$699,573
Employer contributions
$69,024
Participant contributions
$175,057
Total income / additions
$318,814
Benefits paid
$64,520
Administrative expenses
$8,018
Total expenses
$77,250
Net increase / (decrease)
$241,564

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014151644NAL0013518691001 cover?
It is the 2023 Form 5500 filing for Turnbull Law Group LLC 401(K) Profit Sharing Plan & Trust, reported by Turnbull Law Group LLC (EIN 82-4062925).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages