Ivie & Associates, Inc. 401(k) Plan (terminated 2018): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2018, when $20.0 million was transferred out of the plan. Assets moved to the QUAD/GRAPHICS DIVERSIFIED PLAN (sponsored by QUAD/GRAPHICS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the QUAD/GRAPHICS DIVERSIFIED PLAN →Ivie & Associates, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2018 filing.
Ivie & Associates, Inc. 401(k) Plan Facts (plan year 2018)
Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Sep 26, 2019. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2018
- $2.40 million went into the plan in contributions, $477,038 of it from the employer (20%).
- $3.79 million was paid out to participants.
How the Ivie & Associates, Inc. 401(k) changed, 2013–2018
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2013 | 457 | $10.6 million | $336,087 | $538,372 |
| 2014 | 566 | $12.8 million | $483,151 | $967,209 |
| 2015 | 568 | $14.5 million | $510,610 | $930,948 |
| 2016 | 723 | $17.6 million | $535,253 | $745,391 |
| 2017 | 751 | $22.7 million | $580,132 | $1.63 million |
| 2018 (final) | 716 | $0 | $477,038 | $3.79 million |
Ivie & Associates, Inc. 401(k) Contact Information
Questions about the Ivie & Associates, Inc. 401(k)
Is the Ivie & Associates, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2018. Its assets were transferred to the QUAD/GRAPHICS DIVERSIFIED PLAN.
Does Ivie & Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $477,038, 20% of all contributions.
Does the Ivie & Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Ivie & Associates, Inc 401(k) plan?
716 participants at the start of plan year 2018.
Who manages the Ivie & Associates, Inc 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.