Fox, Wackeen, Dungey, Beard, Bush, Goldman, Kilbride, Waters & Mccluskey, L.L.P., 401(k) Profit Sharing Plan

Fox, Wackeen, Dungey, Beard, Bush, Goldman, Kilbri, Stuart FL. Employer ID 650742932, plan number 001. Annual reports on file for 2009 to 2014.

Where the money went

Filed 2009-2014Fox, Wackeen, Dungey, Beard, Bush, Goldman, Kilbride, Waters & Mccluskey, L.L.P., 401(k) Profit Sharing Plan, Fox, Wackeen, Dungey, Beard, Bush, Goldman, Kilbri
2014Assets transferred to Members 401(k) Advantage
TodayMembers 401(k) Advantage still files. Empower Annuity Insurance Company keeps the records. That is where to ask.

Records are kept by Empower Annuity Insurance Company, per the 2023 filing.

In plan year 2012, active participants fell from 34 to 27 (21%), and 3 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

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.

2014: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2014: The employer decided to close 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
2009	40	1	Filing
2010	41	3	Filing
2011	37	2	Filing
2012	33	5	Filing
2013	32	4	Filing
2014	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.