Lu & Jean LLC 401(k) Profit Sharing Plan & Trust
Lu & Jean LLC, Columbus OH. Employer ID 834653721, plan number 001. Annual reports on file for 2020 to 2020.
Where the money went
- Filed 2020-2020Lu & Jean LLC 401(k) Profit Sharing Plan & Trust, Lu & Jean LLC
- Stopped filingLu & Jean LLC 401(k) Profit Sharing Plan & Trust stopped filing with no final report. It may be abandoned; see the places to ask below.
Left in 2020? You may be owed 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, and may be yours. 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 employer adopted a resolution to terminate the plan.
- 2020: The plan stopped filing without a final return and without a recorded successor. It may have been abandoned.
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.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2020 | 113 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.