Taft Stettinius & Hollister LLP 2002 Associates 401(k) Plan

Taft Stettinius & Hollister LLP, Cincinnati OH. Employer ID 310541755, plan number 006. Annual reports on file for 2009 to 2015.

Where the money went

Plans that moved money into this one:

2009: money from Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan moved in.
2009: money from Taft Stettinius & Hollister LLP Defined Contribution Retirement Plan moved in.
2009: money from Sommer Barnard 401k Retirement Plan moved in.
2012: money from Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan moved in.
2014: money from Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan moved in.

Filed 2009-2015Taft Stettinius & Hollister LLP 2002 Associates 401(k) Plan, Taft Stettinius & Hollister LLP
2015Assets transferred to Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan
TodayTaft Stettinius & Hollister LLP Thrift Savings & Retirement Plan still files. Empower Annuity Insurance Company keeps the records. That is where to ask.

Records are kept by Empower Annuity Insurance Company, per the 2024 filing.

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.

2015: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2015: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"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
2009	84	15	Filing
2010	121	36	Filing
2011	107	38	Filing
2012	138	43	Filing
2013	145	42	Filing
2014	140	41	Filing
2015	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.