Workwise 401(k) Retirement Plan
Workwise LLC, Menomonee Falls WI. Employer ID 800862872, plan number 001. Annual reports on file for 2013 to 2020.
Where the money went
Plans that moved money into this one:
- 2013: money from Oncontact Software Corporation moved in.
- 2013: money from Workwise 401(k) Retirement Plan moved in.
- Filed 2013-2020Workwise 401(k) Retirement Plan, Workwise LLC
- EndedWorkwise 401(k) Retirement Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Left in 2020? Worth asking about employer money
- The plan ended in plan year 2020. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
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
- 2020: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2020: The employer decided to close the plan.
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 |
|---|---|---|---|
| 2013 | 90 | — | Filing |
| 2014 | 90 | — | Filing |
| 2015 | 91 | — | Filing |
| 2016 | 95 | — | Filing |
| 2017 | 99 | — | Filing |
| 2018 | 103 | — | Filing |
| 2019 | 95 | — | Filing |
| 2020 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.