Search › Mitchell Planning Associates, Inc.
Mitchell Planning Associates, Inc. Employees' Savings and Investment Plan
Mitchell Planning Associates, Inc., Northbrook IL. Employer ID 364154086, plan number 002. Annual reports on file for 2009 to 2016.
Where the money went
- Filed 2009-2016Mitchell Planning Associates, Inc. Employees' Savings and Investment Plan, Mitchell Planning Associates, Inc.
- 2016Assets transferred to Ross & Baruzzini, Inc. Profit Sharing Plan
- 2023Plan renumbered or taken over by a new sponsor to Ross & Baruzzini, Inc. Profit Sharing Plan
- 2023Assets transferred to T.y. Lin International Employees' Savings and Retirement Plan
- 2023Plan renumbered or taken over by a new sponsor to Global Infrastructure Savings Plan
- TodayGlobal Infrastructure Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
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
- 2016: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2016: 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 |
|---|---|---|---|
| 2009 | 30 | — | Filing |
| 2010 | 36 | — | Filing |
| 2011 | 33 | — | Filing |
| 2012 | 40 | — | Filing |
| 2013 | 33 | — | Filing |
| 2014 | 33 | — | Filing |
| 2015 | 38 | — | Filing |
| 2016 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.