Heidelberg Distributing - Local 1199 401(k) Savings Plan
Dayton Heidelberg Distributing Co., LLC, Moraine OH. Employer ID 310620091, plan number 004. Annual reports on file for 2013 to 2024.
Where the money went
- Filed 2013-2024Heidelberg Distributing - Local 1199 401(k) Savings Plan, Dayton Heidelberg Distributing Co., LLC
- EndedHeidelberg Distributing - Local 1199 401(k) Savings Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Records are kept by Empower Annuity Insurance Company O, per the 2023 filing.
Left in 2023, 2024? You may be owed employer money
- In plan year 2023, active participants fell from 107 to 41 (62%), and 14 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
- The plan ended in plan year 2024. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet, and may be yours. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
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
- 2024: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2024: The employer adopted a resolution to terminate the plan.
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 |
|---|---|---|---|
| 2013 | 151 | 79 | Filing |
| 2014 | 163 | 78 | Filing |
| 2015 | 164 | 83 | Filing |
| 2016 | 189 | 84 | Filing |
| 2017 | 192 | 90 | Filing |
| 2018 | 206 | 91 | Filing |
| 2019 | 214 | 104 | Filing |
| 2020 | 353 | 253 | Filing |
| 2021 | 352 | 239 | Filing |
| 2022 | 129 | 13 | Filing |
| 2023 | 76 | 23 | Filing |
| 2024 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.