The James B. Oswald Company Employee Stock Ownership Plan

The James B. Oswald Company, Cleveland OH. Employer ID 340445620, plan number 002. Annual reports on file for 2010 to 2019.

Where the money went

Plans that moved money into this one:

2010: money from Jbo Holding Company Employee Stock Ownership Plan moved in.

Filed 2010-2019The James B. Oswald Company Employee Stock Ownership Plan, The James B. Oswald Company
EndedThe James B. Oswald Company Employee Stock Ownership Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

The plan ended in plan year 2019. 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.

2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
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
2010	294	70	Filing
2011	330	67	Filing
2012	344	56	Filing
2013	363	48	Filing
2014	372	42	Filing
2015	365	39	Filing
2016	382	47	Filing
2017	407	65	Filing
2018	428	81	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.