Schear Financial Services, LLC 401(k) Plan
Schear Financial Services, LLC, Dayton OH. Employer ID 200339525, plan number 001. Annual reports on file for 2019 to 2025.
Where the money went
- Filed 2019-2025Schear Financial Services, LLC 401(k) Plan, Schear Financial Services, LLC
- TodaySchear Financial Services, LLC 401(k) Plan still files. First Bank & Trust keeps the records. That is where to ask.
Records are kept by First Bank & Trust, per the 2022 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
No unusual events.
People in the plan
"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 |
|---|---|---|---|
| 2019 | 97 | — | Filing |
| 2020 | 124 | — | Filing |
| 2021 | 123 | 12 | Filing |
| 2022 | 147 | 17 | Filing |
| 2023 | 92 | — | Filing |
| 2024 | 77 | — | Filing |
| 2025 | 69 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.