Values United Section 401(k) and Profit Sharing Plan
Values United, Washington DC. Employer ID 264716045, plan number 001. Annual reports on file for 2020 to 2022.
Where the money went
- Filed 2020-2022Values United Section 401(k) and Profit Sharing Plan, Values United
- 2022Assets transferred to The Calmhr Pooled Employer Plan
- 2023Plan renumbered or taken over by a new sponsor to The Calmhr Pooled Employer Plan
- TodayThe Calmhr Pooled Employer Plan still files. Minnesota Life Insurance Company keeps the records. That is where to ask.
Records are kept by Minnesota Life Insurance Company, 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
- 2022: 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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.