Playhouse Square Foundation Retirement Plan

Playhouse Square Foundation, Cleveland OH. Employer ID 237304942, plan number 001. Annual reports on file for 2009 to 2017.

Where the money went

Filed 2009-2017Playhouse Square Foundation Retirement Plan, Playhouse Square Foundation
EndedPlayhouse Square Foundation Retirement 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, per the 2016 filing.

The plan ended in plan year 2016. 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.

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.

2010: This year's opening assets do not match last year's closing assets.
2016: The employer adopted a resolution to terminate the plan.
2017: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2017: The employer adopted a resolution to terminate the plan.

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2009	200	51	Filing
2010	207	52	Filing
2011	207	50	Filing
2012	206	43	Filing
2013	197	25	Filing
2014	192	23	Filing
2015	220	0	Filing
2016	25	0	Filing
2017	0	—	Filing

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