Ward Leonard Ct LLC 401(k) Plan

Ward Leonard Ct LLC, Thomaston CT. Employer ID 223735548, plan number 004. Annual reports on file for 2009 to 2021.

Where the money went

Filed 2009-2021Ward Leonard Ct LLC 401(k) Plan, Ward Leonard Ct LLC
EndedWard Leonard Ct 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 Transamerica Retirement Solutions, per the 2021 filing.

In plan year 2019, active participants fell from 239 to 169 (29%), and 13 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 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.

2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
2021: The employer decided to close 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
2010	163	32	Filing
2011	180	34	Filing
2012	188	38	Filing
2013	171	36	Filing
2014	178	35	Filing
2015	177	29	Filing
2016	163	38	Filing
2017	163	30	Filing
2018	263	22	Filing
2019	194	23	Filing
2020	180	33	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.