Gary a Rozanczyk 401(k) Profit Sharing Plan & Trust
Gary a Rozanczyk, New Albany OH. Employer ID 311639860, plan number 001. Annual reports on file for 2009 to 2015.
Where the money went
- Filed 2009-2015Gary a Rozanczyk 401(k) Profit Sharing Plan & Trust, Gary a Rozanczyk
- EndedGary a Rozanczyk 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.
Records are kept by Paychex, Inc., per the 2014 filing.
Left in 2012, 2013? You may be owed employer money
- In plan year 2012, active participants fell from 104 to 81 (22%), and 19 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 2013. 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
- 2013: The employer adopted a resolution to terminate the plan.
- 2014: The employer adopted a resolution to terminate the plan.
- 2015: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2015: 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 |
|---|---|---|---|
| 2009 | 102 | — | Filing |
| 2010 | 107 | — | Filing |
| 2011 | 118 | 14 | Filing |
| 2012 | 118 | 37 | Filing |
| 2013 | 115 | 34 | Filing |
| 2014 | 80 | 2 | Filing |
| 2015 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.