Turn2 Specialty Companies 401(K) Plan — Form 5500 plan (Turn2 Specialty Companies, 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, Turn2 Specialty Companies 401(K) Plan is a benefit plan reported by Turn2 Specialty Companies, LLC under EIN 83-1517552 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,608 participants and $3,703,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Turn2 Specialty Companies, LLC
EIN
83-1517552
Plan number
001
Plan type
2
Location
Baytown, TX
Latest filing year
2023
Participants
1,608
End-of-year plan assets
$3,703,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,608H20240917100043NAL0002619217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,703,307
Net assets (EOY)
$3,703,307
Net assets (BOY)
$1,768,234

Income & contributions

Participant contributions
$1,434,266
Total contributions
$1,809,448
Total income / additions
$2,291,707

Expenses & distributions

Benefits paid
$337,842
Administrative expenses
$18,792
Total expenses
$356,634
Net increase / (decrease)
$1,935,073

Service provider compensation (Schedule C)

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

Related Form 5500 pages