Marshall Insurance Agency LLC 401(k) plans
2 retirement plans filed by Marshall Insurance Agency LLC from 2009 to 2023: 1 moved its money into another plan and 1 ended.
Worked at Marshall Insurance Agency LLC?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Marshall Insurance Agency Safe Harbor 401(k) Plan
401(k) · filed 2009 to 2014 · up to 6 people · employer ID 02-0467162, plan 001
In 2014, its money moved into the Big 'i' Mep 401(k) Plan.
Marshall Insurance Agency, LLC 401(k) Plan
401(k) · filed in 2023 · up to 0 people · employer ID 02-0467162, plan 002
Filed its final report for 2023.
Questions
What happened to Marshall Insurance Agency LLC's older plans?
The Marshall Insurance Agency Safe Harbor 401(k) Plan: In 2014, its money moved into the Big 'i' Mep 401(k) Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Marshall Insurance Agency LLC 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 Marshall Insurance Agency LLC have?
Its filings show 401(k) plans, filed 2009 to 2023.
Sources: 7 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2023; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 02-0467162. 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 Marshall Insurance Agency LLC or the government.