Cole + Russell Architects, Inc. 401(k) Profit Sharing Plan
Cole and Russell Architects, Inc., Cincinnati OH. Employer ID 311046612, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024Cole + Russell Architects, Inc. 401(k) Profit Sharing Plan, Cole and Russell Architects, Inc.
- TodayCole + Russell Architects, Inc. 401(k) Profit Sharing Plan still files. Principal Life Insurance Company keeps the records. That is where to ask.
Records are kept by Principal Life Insurance Company, per the 2023 filing.
Left in 2018, 2019, 2023? You may be owed employer money
- In plan year 2018, active participants fell from 85 to 64 (25%), and 15 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 2019, active participants fell from 64 to 44 (31%), and 10 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 2023, active participants fell from 43 to 24 (44%), and 5 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
No unusual events.
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 |
|---|---|---|---|
| 2013 | 115 | — | Filing |
| 2014 | 148 | — | Filing |
| 2015 | 196 | 39 | Filing |
| 2016 | 138 | 52 | Filing |
| 2017 | 141 | 56 | Filing |
| 2018 | 128 | 64 | Filing |
| 2019 | 105 | 61 | Filing |
| 2020 | 111 | 67 | Filing |
| 2021 | 105 | 69 | Filing |
| 2022 | 111 | 68 | Filing |
| 2023 | 95 | 71 | Filing |
| 2024 | 68 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.