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Sams & Associates 401(k) Plan
Donald K Sams & Associates, Inc., Granite Bay CA. Employer ID 943126091, plan number 001. Annual reports on file for 2009 to 2015.
Where the money went
- Filed 2009-2015Sams & Associates 401(k) Plan, Donald K Sams & Associates, Inc.
- 2015Assets transferred to York Retirement Savings Plan
- 2019Assets transferred to Sedgwick 401(k) Savings Plan
- TodaySedgwick 401(k) Savings Plan still files. Merrill Lynch,pierce, Fenner, Smith keeps the records. That is where to ask.
Records are kept by Merrill Lynch,pierce, Fenner, Smith, per the 2025 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
- 2015: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2015: 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 |
|---|---|---|---|
| 2009 | 29 | — | Filing |
| 2010 | 31 | — | Filing |
| 2011 | 37 | — | Filing |
| 2012 | 42 | — | Filing |
| 2013 | 46 | — | Filing |
| 2014 | 47 | — | Filing |
| 2015 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.