Manth-brownell, Incorporated Employee Retirement Savings Plan

Manth-brownell, Incorporated, Kirkville NY. Employer ID 150589628, plan number 001. Annual reports on file for 2009 to 2020.

Where the money went

Filed 2009-2020Manth-brownell, Incorporated Employee Retirement Savings Plan, Manth-brownell, Incorporated
2020Assets transferred to Alco Manufacturing Corporation LLC 401(k) Plan
TodayAlco Manufacturing Corporation LLC 401(k) Plan still files. John Hancock keeps the records. That is where to ask.

Records are kept by John Hancock, per the 2024 filing.

In plan year 2018, active participants fell from 155 to 106 (32%), and 28 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

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.

2020: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2020: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2009	165	45	Filing
2010	146	27	Filing
2011	159	30	Filing
2012	167	20	Filing
2013	183	20	Filing
2014	192	33	Filing
2015	192	53	Filing
2016	204	58	Filing
2017	176	21	Filing
2018	158	52	Filing
2019	162	63	Filing
2020	0	—	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.