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Tag(k) Pooled Employer Plan
Plan Compliance Services, Inc., Clearwater FL. Employer ID 593708427, plan number 010. Annual reports on file for 2021 to 2024.
Where the money went
Plans that moved money into this one:
- 2021: money from Gsrc, Inc. 401(k) Plan moved in.
- 2022: money from Mcgreen Management Services LLC Profit Sharing Plan moved in.
- 2022: money from Innovative Dental 401(k) Plan moved in.
- 2023: money from Caliber Design, Inc. Retirement Plan moved in.
- 2023: money from Casco & Sons, LLC 401(k) Profit Sharing Plan moved in.
- Filed 2021-2024Tag(k) Pooled Employer Plan, Plan Compliance Services, Inc.
- TodayTag(k) Pooled Employer Plan still files. That is where to ask.
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
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2024: Money moved out to another plan, but we couldn't find that plan's reports.
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 year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2021 | 17 | 0 | Filing |
| 2022 | 151 | 14 | Filing |
| 2023 | 337 | 27 | Filing |
| 2024 | 229 | 9 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.