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First Liberty 401(k) Plan
First Liberty Financial Group, LLC, Owensboro KY. Employer ID 010639308, plan number 001. Annual reports on file for 2009 to 2017.
Where the money went
Plans that moved money into this one:
- 2011: money from First Ohio Banc & Lending, Inc. 401k Retirement Plan moved in.
- Filed 2009-2017First Liberty 401(k) Plan, First Liberty Financial Group, LLC
- EndedFirst Liberty 401(k) Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Left in 2016? Worth asking about employer money
- The plan ended in plan year 2016. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2016: The employer decided to close the plan.
- 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2017: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2009 | 81 | — | Filing |
| 2010 | 71 | — | Filing |
| 2011 | 98 | — | Filing |
| 2012 | 70 | — | Filing |
| 2013 | 74 | — | Filing |
| 2014 | 50 | — | Filing |
| 2015 | 69 | — | Filing |
| 2016 | 23 | — | Filing |
| 2017 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.