Home Health Resource Retirement Plan
Lexington Two, Inc., Altoona PA. Employer ID 251555689, plan number 001. Annual reports on file for 2009 to 2021.
Where the money went
- Filed 2009-2021Home Health Resource Retirement Plan, Lexington Two, Inc.
- 2021Assets transferred to Upmc 401(a) Retirement Savings Plan
- TodayUpmc 401(a) Retirement Savings Plan still files. Alight Solutions, LLC keeps the records. That is where to ask.
Records are kept by Alight Solutions, LLC, per the 2024 filing.
Left in 2014? Worth asking about employer money
- In plan year 2014, active participants fell from 55 to 27 (51%), and 4 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
- 2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2021: 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 |
|---|---|---|---|
| 2010 | 58 | 1 | Filing |
| 2011 | 63 | 1 | Filing |
| 2012 | 67 | 2 | Filing |
| 2013 | 57 | 2 | Filing |
| 2014 | 32 | 4 | Filing |
| 2015 | 24 | 11 | Filing |
| 2016 | 17 | 6 | Filing |
| 2017 | 16 | 5 | Filing |
| 2018 | 14 | 3 | Filing |
| 2019 | 13 | 3 | Filing |
| 2020 | 13 | 3 | 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.