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Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan

Marsh, Berry, and Company, LLC, Woodmere OH. Employer ID 341190957, plan number 001. Annual reports on file for 2009 to 2025.

Where the money went

  1. Filed 2009-2025Marsh, Berry, and Company, LLC 401(k) Profit Sharing Plan, Marsh, Berry, and Company, LLC
  2. TodayMarsh, Berry, and Company, LLC 401(k) Profit Sharing Plan still files. Principal Life Insurance Company keeps the records. That is where to ask.

Records are kept by Principal Life Insurance Company, per the 2025 filing.

Left in 2020? Worth asking about employer money

  • In plan year 2020, 25 people (21% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

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.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201479—Filing
2015102—Filing
2016103—Filing
2017108—Filing
2018118—Filing
201914124Filing
202013031Filing
202115732Filing
202219029Filing
202321125Filing
202423428Filing
20254425Filing

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