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Advanced Medical Specialties, LLC 401(k) Plan

Advanced Medical Specialties, LLC, Miami FL. Employer ID 202627516, plan number 001. Annual reports on file for 2010 to 2015.

Where the money went

Plans that moved money into this one:

  1. Filed 2010-2015Advanced Medical Specialties, LLC 401(k) Plan, Advanced Medical Specialties, LLC
  2. EndedAdvanced Medical Specialties, LLC 401(k) Plan 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 2015 filing.

Left in 2014? Worth asking about employer money

  • In plan year 2014, active participants fell from 113 to 26 (77%), and 20 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 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
201025573Filing
201124476Filing
201223976Filing
2013231117Filing
2014178151Filing
201500Filing

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