Search › Auto Investment, Inc.
401k Safe, LLC Multiple Employer 401(k) Plan
Auto Investment, Inc., Birmingham AL. Employer ID 133446196, plan number 003. Annual reports on file for 2013 to 2015.
Where the money went
- Filed 2013-2015401k Safe, LLC Multiple Employer 401(k) Plan, Auto Investment, Inc.
- 2015Assets transferred to Auto Investment, Inc. 401(k) Plan
- TodayAuto Investment, Inc. 401(k) Plan still files. ERISA Specialist keeps the records. That is where to ask.
Records are kept by ERISA Specialist, per the 2024 filing.
Left in 2014? Worth asking about employer money
- In plan year 2014, active participants fell from 328 to 201 (39%), and 25 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
- 2015: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2015: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.