The Kendall Group Employee Stock Ownership Plan
The Kendall Group Employee Stock Ownership Plan, Portage MI. Employer ID 382023622, plan number 003. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2021: money from Rumsey Electric Company Employee Stock Ownership Plan moved in.
- Filed 2009-2024The Kendall Group Employee Stock Ownership Plan, The Kendall Group Employee Stock Ownership Plan
- TodayThe Kendall Group Employee Stock Ownership Plan still files. Transition Finance Strategies, LLC keeps the records. That is where to ask.
Records are kept by Transition Finance Strategies, LLC, per the 2023 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
No unusual events.
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 |
|---|---|---|---|
| 2013 | 1,034 | 56 | Filing |
| 2014 | 1,031 | 55 | Filing |
| 2015 | 1,033 | 70 | Filing |
| 2016 | 1,037 | 74 | Filing |
| 2017 | 1,047 | 64 | Filing |
| 2018 | 1,366 | 88 | Filing |
| 2019 | 1,405 | 125 | Filing |
| 2020 | 1,664 | 139 | Filing |
| 2021 | 1,700 | 193 | Filing |
| 2022 | 1,768 | 147 | Filing |
| 2023 | 1,865 | 150 | Filing |
| 2024 | 1,898 | 145 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.