Green Tree School 401(k) Plan
Green Tree School, Philadelphia PA. Employer ID 231513012, plan number 002. Annual reports on file for 2006 to 2018.
Where the money went
- Filed 2006-2018Green Tree School 401(k) Plan, Green Tree School
- 2018Assets transferred to New Story Retirement Plan
- TodayNew Story Retirement Plan still files. Adp, Inc. keeps the records. That is where to ask.
Records are kept by Adp, Inc., per the 2024 filing.
Left in 2015? Worth asking about employer money
- In plan year 2015, active participants fell from 134 to 75 (44%), and 11 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.
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
- 2018: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
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 |
|---|---|---|---|
| 2007 | 100 | 5 | Filing |
| 2008 | 124 | 6 | Filing |
| 2009 | 143 | 9 | Filing |
| 2010 | 159 | 12 | Filing |
| 2011 | 172 | 10 | Filing |
| 2012 | 171 | 17 | Filing |
| 2013 | 165 | 21 | Filing |
| 2014 | 159 | 25 | Filing |
| 2015 | 201 | 0 | Filing |
| 2016 | 170 | 121 | Filing |
| 2017 | 107 | 46 | Filing |
| 2018 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.