Lima Convalescent Home Foundation, Inc. 403(b) Retirement Plan

Lima Convalescent Home Foundation, Inc., Lima OH. Employer ID 344473976, plan number 001. Annual reports on file for 2009 to 2023.

Where the money went

Filed 2009-2023Lima Convalescent Home Foundation, Inc. 403(b) Retirement Plan, Lima Convalescent Home Foundation, Inc.
EndedLima Convalescent Home Foundation, Inc. 403(b) Retirement 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 Principal Life Insurance Company, per the 2022 filing.

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.

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.

2023: Another plan filed under the same employer ID and plan number this year.
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.

"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	161	0	Filing
2013	152	0	Filing
2014	154	0	Filing
2015	155	0	Filing
2016	134	0	Filing
2017	145	17	Filing
2018	143	21	Filing
2019	150	18	Filing
2020	157	19	Filing
2021	162	20	Filing
2022	170	18	Filing
2023	0	—	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.