James, Potts & Wulfers, Inc. 401(k) plans
3 retirement plans filed by James, Potts & Wulfers, Inc. from 2009 to 2020: 2 moved their money into another plan and 1 ended.
Worked at James, Potts & Wulfers, Inc.?
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
James, Potts & Wulfers, Inc. Employees' Profit Sharing Plan
401(k) · filed 2016 to 2020 · up to 11 people · employer ID 73-1446405, plan 002
Filed its final report for 2020.
James, Potts & Wulfers, Inc. Employees Profit Sharing Plan
401(k) · filed 2009 to 2014 · up to 10 people · employer ID 73-1446405, plan 001
In 2014, its money moved into the Makes Sense 401k Plan.
Makes Sense 401k Plan
401(k) · filed 2014 to 2016 · up to 9 people · employer ID 73-1446405, plan 334
In 2016, its money moved into the James, Potts & Wulfers, Inc. Employees Profit Sharing Plan.
Questions
What happened to James, Potts & Wulfers, Inc.'s older plans?
The James, Potts & Wulfers, Inc. Employees Profit Sharing Plan: In 2014, its money moved into the Makes Sense 401k Plan. The Makes Sense 401k Plan: In 2016, its money moved into the James, Potts & Wulfers, Inc. Employees Profit Sharing Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old James, Potts & Wulfers, 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 James, Potts & Wulfers, Inc. have?
Its filings show 401(k) plans, filed 2009 to 2020.
Sources: 14 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2020; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 73-1446405. 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 James, Potts & Wulfers, Inc. or the government.