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Sole Proprietor, Inc. Cash Balance Defined Benefit

Sole Proprietor, Inc., Worcester MA. Employer ID 042686584, plan number 002. Annual reports on file for 2009 to 2016.

Where the money went

  1. Filed 2009-2016Sole Proprietor, Inc. Cash Balance Defined Benefit, Sole Proprietor, Inc.
  2. EndedSole Proprietor, Inc. Cash Balance Defined Benefit ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

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.

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Events in the filings

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 yearParticipantsLeft, still in the planSource
200913327Filing
201014243Filing
201120643Filing
201213459Filing
201312769Filing
201410963Filing
201510966Filing
201600Filing

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