Scott Fischer Enterprises Retirement Plan
Scott Fischer Enterprises, LLC, Fort Myers FL. Employer ID 273903038, plan number 001. Annual reports on file for 2011 to 2018.
Where the money went
Plans that moved money into this one:
- 2011: money from Scott Fischer Enterprises Retirement Plan moved in.
- Filed 2011-2018Scott Fischer Enterprises Retirement Plan, Scott Fischer Enterprises, LLC
- 2018Assets transferred to Coadvantage Corporation Retirement Savings Plan
- TodayCoadvantage Corporation Retirement Savings Plan still files. Empower Annuity Insurance Co keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Co, per the 2024 filing.
Left in 2016, 2017? You may be owed employer money
- In plan year 2016, active participants fell from 261 to 168 (36%), and 23 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
- In plan year 2017, active participants fell from 168 to 132 (21%), and 22 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.
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
- 2018: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2018: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2018: The employer adopted a resolution to terminate the plan.
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.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2011 | 259 | 81 | Filing |
| 2012 | 307 | 90 | Filing |
| 2013 | 316 | 93 | Filing |
| 2014 | 389 | 106 | Filing |
| 2015 | 373 | 104 | Filing |
| 2016 | 281 | 106 | Filing |
| 2017 | 254 | 113 | Filing |
| 2018 | 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.