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Vision Group Holdings 401(k) Plan

Vision Group Holdings, Voorhees NJ. Employer ID 510487674, plan number 001. Annual reports on file for 2014 to 2021.

Where the money went

Plans that moved money into this one:

  1. Filed 2014-2021Vision Group Holdings 401(k) Plan, Vision Group Holdings
  2. EndedVision Group Holdings 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 Wells Fargo Bank, N.A., per the 2021 filing.

Left in 2020? Worth asking about employer money

  • 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 my years

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.

Check my years

Events in the filings

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 yearParticipantsLeft, still in the planSource
20141,037579Filing
20151,464688Filing
20161,167224Filing
20171,209165Filing
20181,282244Filing
20191,325312Filing
20201,132977Filing
202100Filing

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