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Protegis, LLC 401(k) Retirement Plan

Protegis, LLC, Independence OH. Employer ID 273279774, plan number 001. Annual reports on file for 2009 to 2023.

Where the money went

Plans that moved money into this one:

• 2018: money from Abco Fire Protection 401(k) Savings Plan moved in.

1. Filed 2009-2023Protegis, LLC 401(k) Retirement Plan, Protegis, LLC
2. 2023Assets transferred to Summit Companies 401(k) Profit Sharing Plan
3. TodaySummit Companies 401(k) Profit Sharing Plan still files. Stancorp Financial Group keeps the records. That is where to ask.

Records are kept by Stancorp Financial Group, per the 2024 filing.

Events in the filings

• 2022: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
• 2022: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
• 2022: The employer adopted a resolution to terminate the plan.
• 2023: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
• 2023: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
• 2023: The employer adopted a resolution to terminate the plan.
• 2023: This year's opening assets do not match last year's closing assets.

People in the plan

"Separated, still owed" 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.