Perez & Morris, LLC Cash Balance Plan
Perez & Morris, LLC, Columbus OH. Employer ID 311658788, plan number 002. Annual reports on file for 2017 to 2020.
Where the money went
- Filed 2017-2020Perez & Morris, LLC Cash Balance Plan, Perez & Morris, LLC
- EndedPerez & Morris, LLC Cash Balance Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
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
- 2019: The employer decided to close the plan.
- 2020: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2020: 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 | 11 | — | Filing |
| 2018 | 12 | — | Filing |
| 2019 | 14 | — | Filing |
| 2020 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.