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Everett Smith Group, Ltd. 401(k) Plan

Everett Smith Group, Ltd., Milwaukee WI. Employer ID 391201792, plan number 002. Annual reports on file for 2009 to 2013.

Where the money went

  1. Filed 2009-2013Everett Smith Group, Ltd. 401(k) Plan, Everett Smith Group, Ltd.
  2. 2014Plan renumbered or taken over by a new sponsor to Esg Holdings, LLC 401(k) Plan
  3. EndedEsg Holdings, LLC 401(k) 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 Wells Fargo Bank, N.A., per the 2018 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.

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Events in the filings

No unusual events.

People in 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 yearParticipantsSeparated, still owedSource
20092,313850Filing
20102,099909Filing
20111,955810Filing
20121,604513Filing
20131,180538Filing

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