Southern Glazer's 401(k) Plan

Southern Glazer's Wine and Spirits, LLC, Miami FL. Employer ID 591285786, plan number 001. Annual reports on file for 2009 to 2021.

Where the money went

Plans that moved money into this one:

2011: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2012: money from The Odom Corporation Salary Savings Plan and Trust moved in.
2013: money from Supplemental Income 401(k) Plan moved in.
2013: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2014: money from Supplemental Income 401(k) Plan moved in.
2016: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2017: money from Supplemental Income 401(k) Plan moved in.
2017: money from Southern Glazer's Union 401(k) Plan moved in.
2018: money from Supplemental Income 401(k) Plan moved in.
2018: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2019: money from Supplemental Income 401(k) Plan moved in.
2019: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2020: money from Supplemental Income 401(k) Plan moved in.
2020: money from Southern Glazer's Union 401(k) Plan moved in.
2020: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2021: money from Southern Glazer's Union 401(k) Plan moved in.
2021: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.
2022: money from Supplemental Income 401(k) Plan moved in.
2022: money from Southern Glazer's Union 401(k) Plan moved in.
2022: money from Sgws of New York Sales, Warehouse and Clerical 401(k) Plan moved in.

Filed 2009-2021Southern Glazer's 401(k) Plan, Southern Glazer's Wine and Spirits, LLC
Stopped filingSouthern Glazer's 401(k) Plan stopped filing with no final report. It may be abandoned; see the places to ask below.

Records are kept by Schwab Retirement Plan Services,inc, per the 2021 filing.

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.

2020: Another plan used the same employer ID and plan number, so records can get mixed up.
2021: Another plan used the same employer ID and plan number, so records can get mixed up.

"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
2009	7,931	710	Filing
2010	9,499	719	Filing
2011	10,064	792	Filing
2012	11,904	909	Filing
2013	11,467	713	Filing
2014	11,840	863	Filing
2015	12,008	916	Filing
2020	18,990	2,382	Filing
2021	20,497	2,789	Filing

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