Milberg LLP 401(k) Plan
Milberg LLP, New York NY. Employer ID 132609365, plan number 004. Annual reports on file for 2009 to 2017.
Where the money went
- Filed 2009-2017Milberg LLP 401(k) Plan, Milberg LLP
- 2018Plan renumbered or taken over by a new sponsor to Milberg Phillips Grossman LLP 401(k) Plan
- 2020Assets transferred to The Alcott Group 401(k) Plan
- TodayThe Alcott Group 401(k) Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 filing.
Left in 2012? You may be owed employer money
- In plan year 2012, active participants fell from 207 to 156 (25%), and 15 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.
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
No unusual events.
People in the plan
"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 |
|---|---|---|---|
| 2009 | 629 | 395 | Filing |
| 2010 | 489 | 255 | Filing |
| 2011 | 471 | 264 | Filing |
| 2012 | 421 | 265 | Filing |
| 2013 | 265 | 150 | Filing |
| 2014 | 228 | 119 | Filing |
| 2015 | 205 | 136 | Filing |
| 2016 | 180 | 117 | Filing |
| 2017 | 163 | 113 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.