The Phoenix Group Holding Company 401k Plan
The Phoenix Group Holding Company, Kettering OH. Employer ID 311294865, plan number 001. Annual reports on file for 2009 to 2023.
Where the money went
- Filed 2009-2023The Phoenix Group Holding Company 401k Plan, The Phoenix Group Holding Company
- EndedThe Phoenix Group Holding Company 401k Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Records are kept by Fidelity Investments Institutional, per the 2022 filing.
Left in 2023? You may be owed employer money
- The plan ended in plan year 2023. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet, and may be yours. 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
- 2023: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2023: 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 |
|---|---|---|---|
| 2012 | 152 | 44 | Filing |
| 2013 | 159 | 56 | Filing |
| 2014 | 177 | 60 | Filing |
| 2015 | 191 | 62 | Filing |
| 2016 | 210 | 64 | Filing |
| 2017 | 224 | 67 | Filing |
| 2018 | 204 | 64 | Filing |
| 2019 | 184 | 37 | Filing |
| 2020 | 157 | 27 | Filing |
| 2021 | 141 | 26 | Filing |
| 2022 | 48 | 46 | Filing |
| 2023 | 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.