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Employee Savings Incentive Thrift Plan of Forbes Management Company Inc.

Forbes Management Company Inc., New York NY. Employer ID 134046333, plan number 002. Annual reports on file for 2010 to 2019.

Where the money went

Plans that moved money into this one:

  1. Filed 2010-2019Employee Savings Incentive Thrift Plan of Forbes Management Company Inc., Forbes Management Company Inc.
  2. EndedEmployee Savings Incentive Thrift Plan of Forbes Management Company Inc. ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Fidelity Investments Institutional, per the 2019 filing.

Left in 2019? Worth asking about employer money

  • The plan ended in plan year 2019. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. Filing

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

Check my years

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.

Check my years

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
2010219159Filing
2011202146Filing
2012186131Filing
2013171120Filing
2014146129Filing
2015134121Filing
2016123109Filing
2017114102Filing
201810795Filing
201900Filing

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