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Cheryl E Davis Dmd Pllc
Cheryl E Davis Dmd Pllc, San Antonio TX. Employer ID 562452823, plan number 001. Annual reports on file for 2016 to 2019.
Where the money went
Plans that moved money into this one:
- 2015: money from Generation 3 Electric, Inc. 401 (k) Retirement Plan moved in.
- 2016: money from Sandhills Childrens Center Southern Pines Campus 401(k) Plan moved in.
- 2016: money from Hometown Urgent Care 401(k) Retirement Savings Plan moved in.
- 2024: money from Paychex Pooled Employer 401(k) Plan moved in.
- Filed 2016-2019Cheryl E Davis Dmd Pllc, Cheryl E Davis Dmd Pllc
- EndedCheryl E Davis Dmd Pllc ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Left in 2019? Worth asking about employer money
- The plan ended in plan year 2019. 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.
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
- 2019: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2019: 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.