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Partners in Excellence, Inc. 401(k) Plan
Partners in Excellence, Inc., Burnsville MN. Employer ID 411981818, plan number 001. Annual reports on file for 2009 to 2022.
Where the money went
- Filed 2009-2022Partners in Excellence, Inc. 401(k) Plan, Partners in Excellence, Inc.
- 2022Assets transferred to Wellthbuilder Pooled Employer Plan
- 2023Plan renumbered or taken over by a new sponsor to Wellthbuilder Pooled Employer Plan
- TodayWellthbuilder Pooled Employer Plan still files. Stancorp Financial Group keeps the records. That is where to ask.
Records are kept by Stancorp Financial Group, per the 2024 filing.
Left in 2020? Worth asking about employer money
- In plan year 2020, 42 people (32% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. 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
- 2022: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2022: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2022: 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 |
|---|---|---|---|
| 2011 | 88 | — | Filing |
| 2012 | 82 | — | Filing |
| 2013 | 87 | — | Filing |
| 2014 | 73 | — | Filing |
| 2015 | 101 | — | Filing |
| 2016 | 117 | — | Filing |
| 2017 | 131 | 47 | Filing |
| 2018 | 149 | 47 | Filing |
| 2019 | 213 | 80 | Filing |
| 2020 | 217 | 105 | Filing |
| 2021 | 203 | 88 | Filing |
| 2022 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.