Drummond 401(k)
Drummond Law, Pllc, Tulsa OK. Employer ID 383754055, plan number 001. Annual reports on file for 2010 to 2018.
Where the money went
Plans that moved money into this one:
- 2010: money from The Drummond Law Firm 401(k) Plan moved in.
- 2013: money from Persimmon Ridge LLC 401k Profit Sharing Plan & Trust moved in.
- Filed 2010-2018Drummond 401(k), Drummond Law, Pllc
- 2019Plan renumbered or taken over by a new sponsor to Employees 401(k) Retirement Plan
- 2023Assets transferred to Intelli(k) Pooled Employer Plan
- 2024Assets transferred to The Calmhr Pooled Employer Plan
- TodayThe Calmhr Pooled Employer Plan still files. Minnesota Life Insurance Company keeps the records. That is where to ask.
Records are kept by Minnesota Life Insurance Company, per the 2024 filing.
Left in 2015? Worth asking about employer money
- In plan year 2015, active participants fell from 140 to 84 (40%), and 32 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
- 2012: The plan's money at the start of the year didn't match the end of the year before, so some money may have moved in or out without being reported.
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 |
|---|---|---|---|
| 2010 | 155 | 6 | Filing |
| 2011 | 140 | 10 | Filing |
| 2012 | 138 | 14 | Filing |
| 2013 | 176 | 32 | Filing |
| 2014 | 162 | 22 | Filing |
| 2015 | 143 | 58 | Filing |
| 2016 | 149 | 40 | Filing |
| 2017 | 155 | 42 | Filing |
| 2018 | 153 | 51 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.