Beaulieu Group 401(k) plan

Beaulieu Group, LLC, Chicago, IL. EIN 58-2272636. Annual reports 2009–2019.

Beaulieu Group, LLC has no active retirement plan on file. Its last annual report was for 2019. No traditional pension plan appears in Beaulieu Group's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Manufacturing

The plan

Beaulieu Group, LLC 401(k) Retirement Savings Plan

401(k)Closed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 58-2272636
Participants (2018): 278
Net assets (2018): $127,655
Recordkeeper: Wells Fargo2016–2019
Plan administrator: Beaulieu Group, LLC
150 S. Wacker Drive, Suite 3125
Chicago, IL 60606
(706) 259-4511As filed for 2019
In effect since: July 1, 1990

Earlier plan names: Beaulieu Group, LLC 401K Retirement Savings Plan.

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Wells Fargo
2018	278	$127,655	Wells Fargo
2017	3,956	$47.9 million	Wells Fargo
2016	4,514	$80.1 million	Wells Fargo
2015	4,611	$79.3 million	not listed
2014	5,154	$85.5 million	not listed
2013	4,723	$85.4 million	not listed
2012	5,728	$76.0 million	not listed
2011	5,668	$73.8 million	not listed
2010	5,770	$77.8 million	not listed
2009	5,839	$68.0 million	not listed

If you had money in one of these plans

If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Beaulieu Group, LLC 401(k) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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