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Biltmore Family Office LLC 401(k) Profit Sharing Plan & Trust
Biltmore Family Office LLC, Charlotte NC. Employer ID 462112854, plan number 001. Annual reports on file for 2015 to 2017.
Where the money went
Plans that moved money into this one:
- 2021: money from Concept 2001, Inc. 401(k) Plan moved in.
- Filed 2015-2017Biltmore Family Office LLC 401(k) Profit Sharing Plan & Trust, Biltmore Family Office LLC
- 2017Assets transferred to Concept 2001, Inc. 401(k) Plan
- Stopped filingConcept 2001, Inc. 401(k) Plan stopped filing with no final report. It may be abandoned; see the places to ask below.
Records are kept by Transamerica Life Insurance Company, per the 2020 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
- 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2017: 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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.