Montlick & Associates PC 401(k) Profit Sharing Plan & Trust
Montlick & Associates PC, Atlanta GA. Employer ID 581570193, plan number 002. Annual reports on file for 2009 to 2021.
Where the money went
- Filed 2009-2021Montlick & Associates PC 401(k) Profit Sharing Plan & Trust, Montlick & Associates PC
- 2021Assets transferred to Paychex Pooled Employer 401(k) Plan
- TodayPaychex Pooled Employer 401(k) Plan still files. Paychex, Inc. keeps the records. That is where to ask.
Records are kept by Paychex, Inc., 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
- 2021: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2021: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2021: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2010 | 99 | — | Filing |
| 2011 | 115 | — | Filing |
| 2012 | 127 | — | Filing |
| 2013 | 144 | 12 | Filing |
| 2014 | 164 | 22 | Filing |
| 2015 | 179 | 40 | Filing |
| 2016 | 208 | 47 | Filing |
| 2017 | 220 | 54 | Filing |
| 2018 | 220 | 60 | Filing |
| 2019 | 233 | 64 | Filing |
| 2020 | 190 | 20 | Filing |
| 2021 | 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.