Fortune Plastics, Inc. 401(k) Pension Plan

Fortune Plastics, Inc., Old Saybrook CT. Employer ID 060699218, plan number 004. Annual reports on file for 2009 to 2013.

Where the money went

Filed 2009-2013Fortune Plastics, Inc. 401(k) Pension Plan, Fortune Plastics, Inc.
2013Assets transferred to Hilex Poly Co. LLC 401(k) Plan
2014Plan renumbered or taken over by a new sponsor to Novolex Holdings, LLC 401(k) Plan
TodayNovolex Holdings, LLC 401(k) Plan still files. Transamerica Retirement Solutions keeps the records. That is where to ask.

Records are kept by Transamerica Retirement Solutions, per the 2024 filing.

In plan year 2010, active participants fell from 319 to 212 (34%), and 21 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.

2013: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2013: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.

"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	365	46	Filing
2010	225	12	Filing
2011	272	19	Filing
2012	272	18	Filing
2013	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.