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Jefferson National Financial Corp. Savings Plan
Jefferson National Financial Corp., Louisville KY. Employer ID 203289512, plan number 002. Annual reports on file for 2009 to 2017.
Where the money went
- Filed 2009-2017Jefferson National Financial Corp. Savings Plan, Jefferson National Financial Corp.
- 2017Assets transferred to Nationwide Savings Plan
- TodayNationwide Savings Plan still files. Fid Inv Instl Ops Co keeps the records. That is where to ask.
Records are kept by Fid Inv Instl Ops Co, per the 2024 filing.
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
- 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2017: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2017: The employer decided to close the plan.
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 year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2009 | 91 | — | Filing |
| 2010 | 95 | — | Filing |
| 2011 | 85 | — | Filing |
| 2012 | 109 | — | Filing |
| 2013 | 123 | — | Filing |
| 2014 | 125 | 24 | Filing |
| 2015 | 141 | 27 | Filing |
| 2016 | 133 | 32 | Filing |
| 2017 | 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.