Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan
Felt Martin P.C., Billings MT. Employer ID 810406247, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2020: money from Guthals, Hunnes & Reuss, P.C. 401(k) Profit Sharing Plan moved in.
- Filed 2009-2024Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan, Felt Martin P.C.
- 2023Assets transferred to Buckingham Strategic Partners Pooled Employer Plan
- TodayBuckingham Strategic Partners Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.
Records are kept by Newport Group, Inc., per the 2024 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
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: 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 | 11 | 0 | Filing |
| 2014 | 12 | 2 | Filing |
| 2015 | 13 | 3 | Filing |
| 2016 | 11 | 1 | Filing |
| 2017 | 11 | 1 | Filing |
| 2018 | 12 | 3 | Filing |
| 2019 | 12 | 5 | Filing |
| 2020 | 16 | 3 | Filing |
| 2021 | 18 | 5 | Filing |
| 2022 | 18 | 2 | Filing |
| 2023 | 1 | 1 | Filing |
| 2024 | 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.