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TURNER INSURANCE AND FINANCIAL SERVICES, LLC

Company Details

Name: TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 29 Dec 2000 (24 years ago)
Business ID: 695990
ZIP code: 39216
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 1640 LELIA DR. , SUITE 210JACKSON, MS 39216

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT D. TURNER SR. SOLO 401K PLAN 2023 640935597 2024-07-26 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature
TURNER INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2022 640935597 2023-07-20 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature
TURNER INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2021 640935597 2022-07-15 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2022-07-15
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature
TURNER INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2020 640935597 2021-05-19 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2021-05-19
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature
TURNER INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2019 640935597 2020-06-01 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2020-06-01
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature
TURNER INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2018 640935597 2019-05-28 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2019-05-28
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature
TURNER INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2017 640935597 2018-05-30 TURNER INSURANCE AND FINANCIAL SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 6019824884
Plan sponsor’s address 1640 LELIA DRIVE, SUITE 210, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2018-05-30
Name of individual signing ROBERT D. TURNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ROBERT D TURNER, JR. Agent 504 SWEETWATER COMMONS, BRANDON, MS 39047

Member

Name Role Address
Robert D Turner Jr Member 504 Sweetwater Commons, BRANDON, MS 39047

Manager

Name Role Address
ROBERT D TURNER, JR Manager 504 Sweetwater Commons, BRANDON, MS 39047

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-02-14 Annual Report For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Annual Report LLC Filed 2023-07-11 Annual Report For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Amendment Form Filed 2023-07-07 Amendment For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Annual Report LLC Filed 2023-03-09 Annual Report For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Annual Report LLC Filed 2022-05-04 Annual Report For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Annual Report LLC Filed 2021-09-15 Annual Report For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Notice to Dissolve/Revoke Filed 2021-09-07 Notice of Intent to Dissolve: AR: TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Annual Report LLC Filed 2020-06-03 Annual Report For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Reinstatement Filed 2019-07-01 Reinstatement For TURNER INSURANCE AND FINANCIAL SERVICES, LLC
Admin Dissolution Filed 2018-12-10 Admin Dissolution: AR

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8592547209 2020-04-28 0470 PPP 1640 LELIA DR, JACKSON, MS, 39216
Loan Status Date 2021-01-26
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20000
Loan Approval Amount (current) 20000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39848
Servicing Lender Name Cadence Bank
Servicing Lender Address 201 S Spring St, TUPELO, MS, 38804-4811
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address JACKSON, HINDS, MS, 39216-3000
Project Congressional District MS-02
Number of Employees 1
NAICS code 524114
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 39848
Originating Lender Name Cadence Bank
Originating Lender Address TUPELO, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20123.33
Forgiveness Paid Date 2020-12-10

Date of last update: 18 Mar 2025

Sources: Mississippi Secretary of State