Progressive Employer Management Company, Inc. Retirement Savings Plan

Progressive Employer Management Company, Inc., Sarasota FL. Employer ID 651060160, plan number 333. Annual reports on file for 2012 to 2021.

Where the money went

Plans that moved money into this one:

2010: money from Alphastaff Retirement Savings Plan moved in.
2012: money from Thrive Hr LLC Retirement Savings Plan moved in.
2012: money from Worklife Jobs Inc. Me 401(k) Profit Sharing Plan moved in.
2012: money from Aureon 401(k) Savings Plan moved in.
2012: money from Progressive Employer Management Company, Inc. Retirement Savings Plan moved in.
2017: money from Oasis Retirement Savings Plan moved in.
2018: money from Payroll Made Easy, Inc Dba Continuum Retirement Savings Plan moved in.
2018: money from Oasis Retirement Savings Plan moved in.
2018: money from Engage Peo Retirement Savings Plan moved in.
2018: money from Progressive Employer Management Company, Inc. Retirement Savings Plan moved in.

Filed 2012-2021Progressive Employer Management Company, Inc. Retirement Savings Plan, Progressive Employer Management Company, Inc.
EndedProgressive Employer Management Company, Inc. Retirement Savings Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Transamerica Financial Life Insuran, per the 2020 filing.

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.

2012: Assets were transferred out, but no filing from the receiving plan matched.
2018: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
2018: The employer adopted a resolution to terminate the plan.
2019: The employer adopted a resolution to terminate the plan.
2020: The employer adopted a resolution to terminate the plan.
2021: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2021: The employer adopted a resolution to terminate 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
2012	4,705	159	Filing
2013	2,374	184	Filing
2014	2,432	182	Filing
2018	350	208	Filing
2019	215	160	Filing
2020	30	8	Filing
2021	0	—	Filing

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