Monterey Consultants, Inc. 401 (k) Profit Sharing Plan & Trust
Monterey Consultants, Inc., Dayton OH. Employer ID 311471357, plan number 001. Annual reports on file for 2009 to 2026.
Where the money went
- Filed 2009-2026Monterey Consultants, Inc. 401 (k) Profit Sharing Plan & Trust, Monterey Consultants, Inc.
- EndedMonterey Consultants, Inc. 401 (k) Profit Sharing Plan & Trust ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Left in 2026? You may be owed employer money
- The plan ended in plan year 2026. 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
- 2026: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2026: 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 |
|---|---|---|---|
| 2015 | 32 | — | Filing |
| 2016 | 36 | — | Filing |
| 2017 | 44 | — | Filing |
| 2018 | 75 | — | Filing |
| 2019 | 77 | — | Filing |
| 2020 | 79 | — | Filing |
| 2021 | 95 | — | Filing |
| 2022 | 90 | — | Filing |
| 2023 | 105 | — | Filing |
| 2024 | 109 | — | Filing |
| 2025 | 111 | — | Filing |
| 2026 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.