Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust

Woda-cooper Companies, Inc., Columbus OH. Employer ID 260430251, plan number 001. Annual reports on file for 2009 to 2024.

Where the money went

Filed 2009-2024Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust, Woda-cooper Companies, Inc.
TodayValhalla Holdings, Inc. Employee Stock Ownership Plan and Trust still files. That is where to ask.

In plan year 2023, active participants fell from 632 to 464 (27%), and 33 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.

2013: Another plan filed under the same employer ID and plan number this year, and this filing is missing from DOL's standard 'Latest' dataset (most tools use that file).
2014: Another plan filed under the same employer ID and plan number this year.
2015: Another plan filed under the same employer ID and plan number this year.

"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
2013	286	72	Filing
2014	335	99	Filing
2015	377	125	Filing
2016	415	143	Filing
2017	457	157	Filing
2018	564	0	Filing
2019	627	202	Filing
2020	761	217	Filing
2021	815	268	Filing
2022	960	244	Filing
2023	940	391	Filing
2024	962	394	Filing

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