Vesta Intermediate Funding, Inc. 401(k) Plan (terminated 2016): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2016, when $10.4 million was transferred out of the plan. Assets moved to the THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN (sponsored by THE LUBRIZOL CORPORATION). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN →

Vesta Intermediate Funding, Inc. 401(k) Plan Facts (plan year 2016)

Plan name

VESTA INTERMEDIATE FUNDING, INC. PROFIT SHARING PLAN & TRUST

Plan type

401(k) with employer contributions and profit sharing

Plan sponsor

VESTA INTERMEDIATE FUNDING, INC.

Participants

354

Former employees with a balance

Plan year

Jan 1, 2016 – Jan 29, 2016

Plan established

Jan 1, 1993

✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Jan 29, 2016), filed Nov 15, 2016. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2016

$1.25 million was paid out to participants.

How the Vesta Intermediate Funding, Inc. 401(k) changed, 2011–2016

Plan year	Participants	Plan assets	Employer contributions	Benefits paid
2011	308	$8.09 million	$337,808	$529,592
2012	313	$8.78 million	$375,938	$1.59 million
2013	305	$11.1 million	$373,875	$694,825
2014	292	$11.9 million	$402,272	$1.07 million
2015	328	$12.1 million	$453,383	$1.05 million
2016 (final)	354	$0	$0	$1.25 million

Vesta Intermediate Funding, Inc. 401(k) Contact Information

Phone

414-423-0550

Mailing address

5400 WEST FRANKLIN DRIVE, FRANKLIN WI 53132

Plan sponsor

VESTA INTERMEDIATE FUNDING, INC.

Employer identification number (EIN)

26-0557408

Plan number

001

Questions about the Vesta Intermediate Funding, Inc. 401(k)

Is the Vesta Intermediate Funding, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2016. Its assets were transferred to the THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN.