Centric Consulting Profit Sharing Plan
Centric Consulting, LLC, Dayton OH. Employer ID 311776636, plan number 002. Annual reports on file for 2009 to 2022.
Where the money went
- Filed 2009-2022Centric Consulting Profit Sharing Plan, Centric Consulting, LLC
- 2022Assets transferred to Centric Consulting, LLC 401 (k) Profit Sharing Plan & Trust
- TodayCentric Consulting, LLC 401 (k) Profit Sharing Plan & Trust still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Left in 2014? You may be owed employer money
- In plan year 2014, active participants fell from 407 to 308 (24%), and 29 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
- 2022: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2022: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
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 |
|---|---|---|---|
| 2011 | 323 | 5 | Filing |
| 2012 | 380 | 14 | Filing |
| 2013 | 429 | 22 | Filing |
| 2014 | 329 | 21 | Filing |
| 2015 | 371 | 28 | Filing |
| 2016 | 428 | 25 | Filing |
| 2017 | 655 | 30 | Filing |
| 2018 | 649 | 42 | Filing |
| 2019 | 678 | 53 | Filing |
| 2020 | 686 | 53 | Filing |
| 2021 | 783 | 51 | Filing |
| 2022 | 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.