Add Matched Savings Retirement Plan

Association for the Developmentally Disabled, Westerville OH. Employer ID 310814082, plan number 001. Annual reports on file for 2008 to 2017.

Where the money went

Filed 2008-2017Add Matched Savings Retirement Plan, Association for the Developmentally Disabled
2017Assets transferred to Hattie Larlham Care Group 403(b) Retirement Savings Plan
Stopped filingHattie Larlham Care Group 403(b) Retirement Savings Plan stopped filing with no final report. It may be abandoned; see the places to ask below.

Records are kept by Principal Life Insurance Company, per the 2017 filing.

In plan year 2013, active participants fell from 459 to 364 (21%), and 80 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.

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.

2017: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2017: 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
2008	—	—	Filing
2009	386	67	Filing
2010	285	23	Filing
2011	486	13	Filing
2012	471	12	Filing
2013	377	13	Filing
2014	412	14	Filing
2015	491	22	Filing
2016	561	18	Filing
2017	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.