Accella Performance Materials, Inc. 401(k) Plan

Accella Performance Matericals, Inc., Maryland Hts MO. Employer ID 431034107, plan number 003. Annual reports on file for 2009 to 2018.

Where the money went

Filed 2009-2018Accella Performance Materials, Inc. 401(k) Plan, Accella Performance Matericals, Inc.
2018Assets transferred to Carlisle, LLC Employee Incentive Savings Plan
TodayCarlisle, LLC Employee Incentive Savings Plan still files. Principal Life Insurance Company keeps the records. That is where to ask.

Records are kept by Principal Life Insurance Company, per the 2024 filing.

In plan year 2013, 150 people (74% 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. 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.

2018: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2018: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2009	256	30	Filing
2010	279	47	Filing
2011	248	23	Filing
2012	236	33	Filing
2013	205	36	Filing
2014	286	55	Filing
2015	278	76	Filing
2016	527	102	Filing
2017	603	144	Filing
2018	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.