Blue Chip Consulting Group LLC 401(k) Profit Sharing Plan and Trust
Blue Chip Consulting Group, LLC, Independence OH. Employer ID 201884467, plan number 001. Annual reports on file for 2009 to 2021.
Where the money went
- Filed 2009-2021Blue Chip Consulting Group LLC 401(k) Profit Sharing Plan and Trust, Blue Chip Consulting Group, LLC
- 2021Assets transferred to Core Bts 401(k) Retirement Plan
- TodayCore Bts 401(k) Retirement Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
Left in 2018, 2020? You may be owed employer money
- In plan year 2018, 29 people (22% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing
- In plan year 2020, 40 people (25% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. 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
- 2020: The employer adopted a resolution to terminate the plan.
- 2021: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2021: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2021: The employer adopted a resolution to terminate the plan.
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 |
|---|---|---|---|
| 2010 | 27 | — | Filing |
| 2011 | 48 | — | Filing |
| 2012 | 54 | — | Filing |
| 2013 | 100 | — | Filing |
| 2014 | 115 | — | Filing |
| 2015 | 146 | — | Filing |
| 2016 | 159 | 30 | Filing |
| 2017 | 163 | 30 | Filing |
| 2018 | 159 | 39 | Filing |
| 2019 | 212 | 53 | Filing |
| 2020 | 187 | 51 | Filing |
| 2021 | 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.