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Symbio Financial Partners Retirement Plan
Symbio Financial Partners, Inc., La Jolla CA. Employer ID 274337412, plan number 001. Annual reports on file for 2017 to 2022.
Where the money went
- Filed 2017-2022Symbio Financial Partners Retirement Plan, Symbio Financial Partners, Inc.
- 2022Assets transferred to Ascensus Secure Retirement Pooled Employer Plan
- TodayAscensus Secure Retirement Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.
Records are kept by Newport Group, Inc., 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: The employer decided to close the plan.
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 |
|---|---|---|---|
| 2017 | 5 | — | Filing |
| 2018 | 5 | — | Filing |
| 2019 | 6 | — | Filing |
| 2020 | 6 | — | Filing |
| 2021 | 5 | — | Filing |
| 2022 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.