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John Heath & Company, Inc. 401(k) and Profit Sharing Plan

John Heath & Company, Inc., Sarasota FL. Employer ID 650865791, plan number 002. Annual reports on file for 2009 to 2010.

Where the money went

  1. Filed 2009-2010John Heath & Company, Inc. 401(k) and Profit Sharing Plan, John Heath & Company, Inc.
  2. 2010Assets transferred to Cavell America 401k Plan
  3. 2011Plan renumbered or taken over by a new sponsor to R&q Solutions 401k Plan
  4. TodayR&q Solutions 401k Plan still files. Merrill Lynch Pierce Fenner & Smith keeps the records. That is where to ask.

Records are kept by Merrill Lynch Pierce Fenner & Smith, 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.

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Events in the filings

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 yearParticipantsLeft, still in the planSource
2009123Filing
20100—Filing

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