Harris, Mackessy & Brennan 401(k) Plan

Harris, Mackessy & Brennan, Inc., Westerville OH. Employer ID 311410213, plan number 001. Annual reports on file for 2009 to 2023.

Where the money went

Filed 2009-2023Harris, Mackessy & Brennan 401(k) Plan, Harris, Mackessy & Brennan, Inc.
EndedHarris, Mackessy & Brennan 401(k) 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 2022 filing.

The plan ended in plan year 2021. 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.

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.

2014: This year's opening assets do not match last year's closing assets.
2021: The employer adopted a resolution to terminate the plan.
2022: The employer adopted a resolution to terminate the plan.
2023: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2023: The employer adopted a resolution to terminate 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
2012	107	—	Filing
2013	145	—	Filing
2014	176	31	Filing
2015	224	47	Filing
2016	202	23	Filing
2017	230	33	Filing
2018	250	43	Filing
2019	257	53	Filing
2020	267	66	Filing
2021	139	116	Filing
2022	4	0	Filing
2023	0	—	Filing

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