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Makes Sense 401k Plan
James, Potts & Wulfers, Inc., Tulsa OK. Employer ID 731446405, plan number 334. Annual reports on file for 2014 to 2016.
Where the money went
Plans that moved money into this one:
- 2016: money from Makes Sense 401k Plan moved in.
- Filed 2014-2016Makes Sense 401k Plan, James, Potts & Wulfers, Inc.
- 2016Assets transferred to James, Potts & Wulfers, Inc. Employees Profit Sharing Plan
- 2014Assets transferred to Makes Sense 401k Plan
- 2016Plan renumbered or taken over by a new sponsor to Makes Sense 401k
- EndedMakes Sense 401k ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
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
- 2016: 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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.