Mba Retirement Savings Plan
Modern Business Associates, Inc., St. Petersburg FL. Employer ID 650739320, plan number 333. Annual reports on file for 2009 to 2022.
Where the money went
Plans that moved money into this one:
- 2010: money from Employer Services Group 401k Plan moved in.
- 2012: money from Thrive Hr LLC Retirement Savings Plan moved in.
- 2013: money from Oasis Retirement Savings Plan moved in.
- 2014: money from Oasis Retirement Savings Plan moved in.
- 2015: money from Condominium Associates 401(k) Profit Sharing Plan and Trust moved in.
- 2019: money from Ceohr, Inc. Retirement Savings Plan moved in.
- 2020: money from Trion Solutions, Inc. 401(k) Profit Sharing Plan moved in.
- 2022: money from Insperity 401k Plan moved in.
- Filed 2009-2022Mba Retirement Savings Plan, Modern Business Associates, Inc.
- 2022Assets transferred to Decisionhr Retirement Savings Plan
- TodayDecisionhr Retirement Savings Plan still files. Ameritas Life Insurance Corp keeps the records. That is where to ask.
Records are kept by Ameritas Life Insurance Corp, per the 2024 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
- 2010: Assets were transferred out, but no filing from the receiving plan matched.
- 2011: Assets were transferred out, but no filing from the receiving plan matched.
- 2015: Assets were transferred out, but no filing from the receiving plan matched.
- 2018: Assets were transferred out, but no filing from the receiving plan matched.
- 2022: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2022: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2022: 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 |
|---|---|---|---|
| 2011 | 4,113 | 446 | Filing |
| 2012 | 3,460 | 443 | Filing |
| 2013 | 3,285 | 389 | Filing |
| 2014 | 3,937 | 1,167 | Filing |
| 2015 | 4,232 | 195 | Filing |
| 2016 | 3,464 | 304 | Filing |
| 2017 | 2,818 | 444 | Filing |
| 2018 | 2,689 | 399 | Filing |
| 2019 | 3,728 | 476 | Filing |
| 2020 | 2,929 | 471 | Filing |
| 2021 | 3,320 | 489 | Filing |
| 2022 | 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.