Pinnacle Mid-atlantic Anesthesia Associates, P.C. 401k Profit Sharing Plan

Pinnacle Mid-atlanttc Anesthesia Associates, P.C., Horsham PA. Employer ID 262343540, plan number 001. Annual reports on file for 2009 to 2012.

Where the money went

Filed 2009-2012Pinnacle Mid-atlantic Anesthesia Associates, P.C. 401k Profit Sharing Plan, Pinnacle Mid-atlanttc Anesthesia Associates, P.C.
2012Assets transferred to Associated Physicians' Retirement Plan
2019Assets transferred to Envision Healthcare Corporation 401(k) Plan
2023Plan renumbered or taken over by a new sponsor to Envision Healthcare Operating Inc. 401(k) Plan
TodayEnvision Healthcare Operating Inc. 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

In plan year 2011, active participants fell from 172 to 130 (24%), and 18 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.

2012: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2012: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.

"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	226	44	Filing
2010	249	67	Filing
2011	228	76	Filing
2012	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.