Patina Restaurant Group, LLC 401(k) Plan

Patina Restaurant Group, LLC, Buffalo NY. Employer ID 320045758, plan number 001. Annual reports on file for 2008 to 2019.

Where the money went

Filed 2008-2019Patina Restaurant Group, LLC 401(k) Plan, Patina Restaurant Group, LLC
2019Assets transferred to Delaware North Companies 401(k) Plan
TodayDelaware North Companies 401(k) Plan still files. John Hancock Retirement Plan Svcs. keeps the records. That is where to ask.

Records are kept by John Hancock Retirement Plan Svcs., per the 2024 filing.

In plan year 2011, active participants fell from 3,225 to 2,571 (20%), and 580 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

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.

2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2019: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
2019: 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
2008	1,884	101	Filing
2009	1,868	103	Filing
2010	3,319	94	Filing
2011	2,675	104	Filing
2012	2,653	129	Filing
2013	2,771	89	Filing
2014	2,861	90	Filing
2015	2,973	100	Filing
2016	3,130	113	Filing
2017	3,060	139	Filing
2018	4,506	148	Filing
2019	0	0	Filing

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