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Vali Cooper and Associates Profit Sharing Plan
Vali Cooper and Associates, Inc., Emeryville CA. Employer ID 680284873, plan number 002. Annual reports on file for 2008 to 2020.
Where the money went
- Filed 2008-2020Vali Cooper and Associates Profit Sharing Plan, Vali Cooper and Associates, Inc.
- 2019Assets transferred to Trc 401(k) Retirement and Savings Plan
- TodayTrc 401(k) Retirement and Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2023 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
- 2019: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2020: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
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 |
|---|---|---|---|
| 2009 | 84 | — | Filing |
| 2010 | 168 | — | Filing |
| 2011 | 146 | 38 | Filing |
| 2012 | 207 | 57 | Filing |
| 2013 | 235 | 50 | Filing |
| 2014 | 226 | 61 | Filing |
| 2015 | 244 | 80 | Filing |
| 2016 | 250 | 76 | Filing |
| 2017 | 294 | 79 | Filing |
| 2018 | 253 | 88 | Filing |
| 2019 | 31 | 14 | Filing |
| 2020 | 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.