Vali Cooper and Associates, Inc. 401(k) plans
2 retirement plans filed by Vali Cooper and Associates, Inc. from 2008 to 2020: 1 moved its money into another plan and 1 ended.
Worked at Vali Cooper and Associates, Inc.?
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Its plans
Vali Cooper and Associates Profit Sharing Plan
401(k) · filed 2008 to 2020 · up to 294 people · employer ID 68-0284873, plan 002
In 2019, its money moved into the Trc 401(k) Retirement and Savings Plan.
Records then: Empower, per the 2019 report.
Vali Cooper & Associates, Inc. Employee Stock Ownership Plan
Savings plan · filed 2009 to 2011 · up to 106 people · employer ID 68-0284873, plan 003
Filed its final report for 2011.
Questions
What happened to Vali Cooper and Associates, Inc.'s older plans?
The Vali Cooper and Associates Profit Sharing Plan: In 2019, its money moved into the Trc 401(k) Retirement and Savings Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Vali Cooper and Associates, Inc. plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Vali Cooper and Associates, Inc. have?
Its filings show 401(k) plans, filed 2008 to 2020.
Sources: 16 annual reports filed with the U.S. Department of Labor (Form 5500), 2008 to 2020; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 68-0284873. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Vali Cooper and Associates, Inc. or the government.