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Coadvantage 401(k)/profit-sharing Plan

Coadvantage Resources 51, Inc., Tampa FL. Employer ID 752569853, plan number 333. Annual reports on file for 2009 to 2016.

Where the money went

Plans that moved money into this one:

• 2009: money from Jpi 401(k)/profit Sharing Plan moved in.
• 2010: money from Insperity 401k Plan moved in.
• 2011: money from G & a Partners Multiple Employer 401(k) Plan moved in.
• 2011: money from Insperity 401k Plan moved in.
• 2011: money from Donald Martens and Sons Ambulance Service, Inc. 401(k) Plan moved in.
• 2011: money from Alphastaff Retirement Savings Plan moved in.
• 2011: money from Kids in Distress, Inc. 401(k) Retirement Plan moved in.
• 2012: money from Dermatology Consultants of South Florida 401(k) Profit Sharing Plan & Trust moved in.
• 2012: money from Insperity 401k Plan moved in.
• 2014: money from Insperity 401k Plan moved in.
• 2014: money from Trinet 401(k) Plan moved in.
• 2015: money from Strategic Outsourcing, Inc. Multiple Employer 401(k) Plan moved in.
• 2015: money from G & a Partners Multiple Employer 401(k) Plan moved in.

1. Filed 2009-2016Coadvantage 401(k)/profit-sharing Plan, Coadvantage Resources 51, Inc.
2. 2012Plan renumbered or taken over by a new sponsor to Corporate Relocation LLC 401 K Profit Sharing Plan Trust
3. TodayCorporate Relocation LLC 401 K Profit Sharing Plan Trust still files. Northwestern Mutual Investment Serv keeps the records. That is where to ask.

Records are kept by Northwestern Mutual Investment Serv, per the 2024 filing.

Events in the filings

• 2009: Assets were transferred out, but no filing from the receiving plan matched.
• 2011: Assets were transferred out, but no filing from the receiving plan matched.
• 2012: Assets were transferred out, but no filing from the receiving plan matched.
• 2014: Assets were transferred out, but no filing from the receiving plan matched.
• 2015: The employer adopted a resolution to terminate the plan.
• 2015: Assets were transferred out, but no filing from the receiving plan matched.
• 2016: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
• 2016: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
• 2016: The employer adopted a resolution to terminate the plan.
• 2016: Assets were transferred out, but no filing from the receiving plan matched.

People in the plan

"Separated, still owed" 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.