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Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan
Kelley Brothers Roofing, Inc., Fairfield OH. Employer ID 311121475, plan number 002. Annual reports on file for 2018 to 2025.
Where the money went
- Filed 2018-2025Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan, Kelley Brothers Roofing, Inc.
- TodayKelley Brothers Roofing, Inc. Employee Stock Ownership Plan still files. That is where to ask.
Left in 2025? Worth asking about employer money
- In plan year 2025, 15 people (23% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. 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
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2018 | 46 | 2 | Filing |
| 2019 | 46 | 3 | Filing |
| 2020 | 52 | 7 | Filing |
| 2021 | 57 | 13 | Filing |
| 2022 | 58 | 9 | Filing |
| 2023 | 62 | 12 | Filing |
| 2024 | 80 | 16 | Filing |
| 2025 | 87 | 26 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.