Poggemeyer Design Group, Inc. Employee Stock Ownership Plan

Poggemeyer Design Group, Inc., Bowling Green OH. Employer ID 341056617, plan number 003. Annual reports on file for 2009 to 2022.

Where the money went

Filed 2009-2022Poggemeyer Design Group, Inc. Employee Stock Ownership Plan, Poggemeyer Design Group, Inc.
EndedPoggemeyer Design Group, Inc. 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 2020. 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.

2020: The employer adopted a resolution to terminate the plan.
2021: The employer adopted a resolution to terminate the plan.
2022: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2022: 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
2011	241	125	Filing
2012	253	130	Filing
2013	265	150	Filing
2014	271	160	Filing
2015	276	163	Filing
2016	264	146	Filing
2017	268	141	Filing
2018	268	129	Filing
2019	257	98	Filing
2020	352	182	Filing
2021	288	141	Filing
2022	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.