2023 Form 5500 filing — Turner Padget Graham & Laney P.A. 401k 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 20241015092048NAL0056764546001) for Turner Padget Graham & Laney P.A. 401k Plan, reported by Turner Padget Graham And Laney P.A. under EIN 57-0723520 and plan number 001. It reports 189 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)$28.5MReported net assets$28,502,967
Participants189
Provider compensation$65.6K2 Schedule C row(s)$65,572
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015092048NAL0056764546001
Plan sponsor
Turner Padget Graham And Laney P.A.
EIN
57-0723520
Plan number
001
Location
Columbia, SC
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)$28.5M total assets
Net assets$28.5MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$802.7K
Participant$1M
Full reported line items
Total assets (EOY)
$28,502,967
Total liabilities (EOY)
$0
Net assets (EOY)
$28,502,967
Employer contributions
$802,729
Participant contributions
$1,033,741
Total income / additions
$6,159,322
Benefits paid
$2,756,197
Administrative expenses
$2,469
Total expenses
$2,758,666
Net increase / (decrease)
$3,400,656
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $2.1K · Indirect $37.2K
  2. 2
    NONE · Direct $0 · Indirect $26.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015092048NAL0056764546001 cover?
It is the 2023 Form 5500 filing for Turner Padget Graham & Laney P.A. 401k Plan, reported by Turner Padget Graham And Laney P.A. (EIN 57-0723520).
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