Plan Snapshot
- Plan Sponsor: James R Turner & Company Profit-Sharing Plan
- Sponsor EIN: 541560216
- Sponsor Address: 8391 OLD COURTHOUSE RD STE 215, VIENNA, VA, 221823819
- Plan Type: DC
- Plan Number: 001
- Total Participants: 1
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $1.2M | $18,800 | $0 |
| 2023 | 2 | $1.0M | $29,163 | $0 |
| 2022 | 2 | $866,472 | $34,889 | $0 |
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