Search › Beacon Investment Management Gro
Beacon Img 401k Profit Sharing Plan and Trust
Beacon Investment Management Gro, Charlotte NC. Employer ID 561957961, plan number 001. Annual reports on file for 2021 to 2023.
Where the money went
- Filed 2021-2023Beacon Img 401k Profit Sharing Plan and Trust, Beacon Investment Management Gro
- 2023Assets transferred to Choice Pooled Employer Plan I
- TodayChoice Pooled Employer Plan I still files. Admin. Group, LLC Dba Tag Resources keeps the records. That is where to ask.
Records are kept by Admin. Group, LLC Dba Tag Resources, per the 2023 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
- 2023: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2023: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
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.