Randy S Morris Md Sc Profit Sharing & Trust

Randy S Morris Md Sc, Naperville IL. Employer ID 364321520, plan number 001. Annual reports on file for 2009 to 2018.

Where the money went

Plans that moved money into this one:

2014: money from Randy S. Morris, M.d., S.c. 401(k) Profit Sharing Plan & Trust moved in.

Filed 2009-2018Randy S Morris Md Sc Profit Sharing & Trust, Randy S Morris Md Sc
EndedRandy S Morris Md Sc Profit Sharing & Trust ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

The plan ended in plan year 2017. 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. It is worth asking. 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.

2013: Another plan used the same employer ID and plan number, so records can get mixed up.
2017: The employer decided to close the plan.
2018: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2018: The employer decided to close 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	14	0	Filing
2010	16	—	Filing
2011	16	—	Filing
2012	17	—	Filing
2013	20	—	Filing
2014	28	—	Filing
2015	32	—	Filing
2016	47	—	Filing
2017	47	—	Filing
2018	0	—	Filing

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