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Boston Financial Investment Management, Lp 401(k) Profit Sharing Plan
Boston Financial Investment Management, LP, Boston MA. Employer ID 270427333, plan number 001. Annual reports on file for 2009 to 2022.
Where the money went
- Filed 2009-2022Boston Financial Investment Management, Lp 401(k) Profit Sharing Plan, Boston Financial Investment Management, LP
- 2022Assets transferred to Orix Corporation USA Savings and Investment Plan
- TodayOrix Corporation USA Savings and Investment 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.
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.
- 2022: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
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 |
|---|---|---|---|
| 2011 | 138 | 10 | Filing |
| 2012 | 142 | 16 | Filing |
| 2013 | 151 | 22 | Filing |
| 2014 | 158 | 28 | Filing |
| 2015 | 164 | 29 | Filing |
| 2016 | 169 | 31 | Filing |
| 2017 | 174 | 36 | Filing |
| 2018 | 179 | 37 | Filing |
| 2019 | 180 | 40 | Filing |
| 2020 | 219 | 29 | Filing |
| 2021 | 232 | 38 | Filing |
| 2022 | 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.