Dean Turner'S Jewelry Co 401k Profit Sharing Plan — Form 5500 plan (Dean Turner'S Jewelry Inc.)

Plain-English plan 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, Dean Turner'S Jewelry Co 401k Profit Sharing Plan is a benefit plan reported by Dean Turner'S Jewelry Inc. under EIN 31-1176212 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,189,566 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,189,566
Participants14Covered participants reported
Assets / participant$85KComputed: assets ÷ participants$84,969 (computed)
Provider compensationNone reported
Plan sponsor
Dean Turner'S Jewelry Inc.
EIN
31-1176212
Plan number
001
Plan type
2
Location
Coshocton, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I20240501134906NAL0018624816001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$166.9K
Total expenses$12.6K
Benefits paid / distributions$10.5K
Contributions
Employer$12.9K
Participant$38.8K
Full reported line items

Net assets

Total assets (EOY)
$1,189,566
Net assets (EOY)
$1,189,566
Net assets (BOY)
$1,035,310

Income & contributions

Employer contributions
$12,943
Participant contributions
$38,830
Total income / additions
$166,868

Expenses & distributions

Benefits paid
$10,541
Total expenses
$12,612
Net increase / (decrease)
$154,256
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income6%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages