Aep Energy, Inc. 401(k) Retirement Plan

Aep Energy, Inc., Chicago IL. Employer ID 030459115, plan number 001. Annual reports on file for 2008 to 2019.

Where the money went

Plans that moved money into this one:

Filed 2008-2019Aep Energy, Inc. 401(k) Retirement Plan, Aep Energy, Inc.
2011Plan renumbered or taken over by a new sponsor to Bse Solutions LLC 401(k) Retirement Plan
Stopped filingBse Solutions LLC 401(k) Retirement Plan stopped filing with no final report. It may be abandoned; see the places to ask below.

Records are kept by Tegrit Group, per the 2012 filing.

In plan year 2014, active participants fell from 162 to 128 (21%), and 34 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

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.

2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2019: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2008	42	5	Filing
2009	62	—	Filing
2010	89	—	Filing
2013	210	48	Filing
2014	190	62	Filing
2015	203	82	Filing
2016	237	89	Filing
2017	302	105	Filing
2018	342	132	Filing
2019	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.