Turning Point Community Programs 401(K) Retirement Plan — Form 5500 plan (Turning Point Community Programs)

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, Turning Point Community Programs 401(K) Retirement Plan is a benefit plan reported by Turning Point Community Programs under EIN 94-2609766 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,104 participants and $22,356,200 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Turning Point Community Programs
EIN
94-2609766
Plan number
001
Plan type
2
Location
Rancho Cordova, CA
Latest filing year
2023
Participants
1,104
End-of-year plan assets
$22,356,200

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,104H, C20241008092337NAL0016390145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,356,200
Total liabilities (EOY)
$0
Net assets (EOY)
$22,356,200
Net assets (BOY)
$18,695,843

Income & contributions

Employer contributions
$777,244
Participant contributions
$1,715,449
Total contributions
$2,642,819
Total income / additions
$5,911,994

Expenses & distributions

Benefits paid
$2,088,942
Administrative expenses
$162,695
Total expenses
$2,251,637
Net increase / (decrease)
$3,660,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$152,764$02023
Ubs Financial Services, Inc.OTHER SSERVICES$0$30,2382023
AscensusCONTRACT ADMINISTRATOR$9,931$9,8952023
Ubs Financial Services IncOTHER SERVICES$0$11,5382023

Related Form 5500 pages