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Total Business Management Retirement Plan
Total Business Management, Inc., Lexington KY. Employer ID 611401615, plan number 001. Annual reports on file for 2015 to 2021.
Where the money went
- Filed 2015-2021Total Business Management Retirement Plan, Total Business Management, Inc.
- 2022Plan renumbered or taken over by a new sponsor to Total Business Management Retirement Plan
- 2023Assets transferred to Heartland Home Services, Inc. 401(k) Plan
- TodayHeartland Home Services, Inc. 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 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
No unusual events.
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 |
|---|---|---|---|
| 2015 | 41 | — | Filing |
| 2016 | 40 | — | Filing |
| 2017 | 46 | — | Filing |
| 2018 | 42 | — | Filing |
| 2019 | 55 | — | Filing |
| 2020 | 55 | — | Filing |
| 2021 | 52 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.