Turningpoint Healthcare Solutions, LLC 401(K) Plan — Form 5500 plan (Turningpoint Healthcare Solutions, LLC)

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, Turningpoint Healthcare Solutions, LLC 401(K) Plan is a benefit plan reported by Turningpoint Healthcare Solutions, LLC under EIN 46-4787338 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $3,883,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Turningpoint Healthcare Solutions, LLC
EIN
46-4787338
Plan number
001
Plan type
2
Location
Lake Mary, FL
Latest filing year
2023
Participants
438
End-of-year plan assets
$3,883,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241014155641NAL0013581715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,883,102
Total liabilities (EOY)
$0
Net assets (EOY)
$3,883,102
Net assets (BOY)
$1,553,433

Income & contributions

Employer contributions
$717,256
Participant contributions
$1,250,675
Total contributions
$2,479,873
Total income / additions
$2,979,619

Expenses & distributions

Benefits paid
$630,060
Administrative expenses
$19,890
Total expenses
$649,950
Net increase / (decrease)
$2,329,669

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group RetirementRECORDKEEPER$13,893$02023
Synovus Securities IncINVESTMENT ADVISOR$5,831not reported in the loaded dataset2023
DyatechCONTRACT ADMIN$2,375not reported in the loaded dataset2023

Related Form 5500 pages