Renaissance Manufacturing Group - Waukesha 401(k) Plan

Renaissance Manufacturing Group - Waukesha LLC, Menomonee Falls WI. Employer ID 473508766, plan number 001. Annual reports on file for 2015 to 2022.

Where the money went

Filed 2015-2022Renaissance Manufacturing Group - Waukesha 401(k) Plan, Renaissance Manufacturing Group - Waukesha LLC
EndedRenaissance Manufacturing Group - Waukesha 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 Jpmorgan Invest Holdings LLC, per the 2022 filing.

In plan year 2020, active participants fell from 159 to 124 (22%), and 64 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. 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.

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.

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.

"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
2015	197	4	Filing
2016	170	8	Filing
2017	152	10	Filing
2018	192	16	Filing
2019	198	38	Filing
2020	186	54	Filing
2021	203	62	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.