Elements Peo Retirement Savings Plan

Elements Holdings Group, Inc., Wilmington DE. Employer ID 475218431, plan number 001. Annual reports on file for 2017 to 2021.

Where the money went

Plans that moved money into this one:

2017: money from Lindsey and Lindsey Wealth Management 401k Profit Sharing Plan Trust moved in.
2017: money from Elements Peo Retirement Savings Plan moved in.

Filed 2017-2021Elements Peo Retirement Savings Plan, Elements Holdings Group, Inc.
EndedElements Peo Retirement Savings 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 Slavic Integrated Administration, per the 2018 filing.

The plan ended in plan year 2020. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. 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: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
2020: The employer decided to close the plan.
2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2021: The employer decided to close 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
2017	404	65	Filing
2018	69	28	Filing
2019	46	—	Filing
2020	3	—	Filing
2021	0	—	Filing

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