Rosetta Marketing Group, LLC Midwest 401(k) Profit Sharing Plan and Trust
Rosetta Marketing Group, LLC, Beachwood OH. Employer ID 202827395, plan number 002. Annual reports on file for 2009 to 2010.
Where the money went
- Filed 2009-2010Rosetta Marketing Group, LLC Midwest 401(k) Profit Sharing Plan and Trust, Rosetta Marketing Group, LLC
- EndedRosetta Marketing Group, LLC Midwest 401(k) Profit Sharing Plan and Trust 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 Great-west Life and Annuity Company, per the 2009 filing.
Left in 2010? You may be owed employer money
- The plan ended in plan year 2010. 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, and may be yours. 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
- 2009: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2010: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2010: 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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.