The Bert Company Savings Plan
The Bert Company, Erie PA. Employer ID 251753349, plan number 001. Annual reports on file for 2009 to 2015.
Where the money went
- Filed 2009-2015The Bert Company Savings Plan, The Bert Company
- 2015Assets transferred to Northwest Bank 401(k) Plan
- TodayNorthwest Bank 401(k) Plan still files. Epic Retirement Plan Services keeps the records. That is where to ask.
Records are kept by Epic Retirement Plan Services, 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
- 2015: 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 |
|---|---|---|---|
| 2009 | 24 | — | Filing |
| 2010 | 22 | — | Filing |
| 2011 | 24 | — | Filing |
| 2012 | 25 | — | Filing |
| 2013 | 19 | — | Filing |
| 2014 | 9 | — | Filing |
| 2015 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.