Merit Property Management, Inc. 401(k) Profit Sharing Plan
Merit Pm LLC, Aliso Viejo CA. Employer ID 953525313, plan number 001. Annual reports on file for 2009 to 2012.
Where the money went
- Filed 2009-2012Merit Property Management, Inc. 401(k) Profit Sharing Plan, Merit Pm LLC
- 2012Assets transferred to Firstservice Residential 401(k) Plan
- TodayFirstservice Residential 401(k) Plan still files. Jpmorgan Invest Holdings LLC keeps the records. That is where to ask.
Records are kept by Jpmorgan Invest Holdings LLC, 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
- 2012: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2012: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2012: 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 | 520 | 59 | Filing |
| 2010 | 508 | 37 | Filing |
| 2011 | 523 | 44 | Filing |
| 2012 | 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.