Plan Snapshot
- Plan Sponsor: James R Turner & Company 401k Plan
- Sponsor EIN: 541560216
- Sponsor Address: 8391 OLD COURTHOUSE RD STE 215, VIENNA, VA, 221823819
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.7M
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 | $1.7M | $1,200 | $30,500 |
| 2023 | 2 | $1.4M | $5,837 | $49,000 |
| 2022 | 2 | $1.2M | $5,611 | $54,000 |