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Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust

Fortney & Weygandt, Inc., North Olmsted OH. Employer ID 341264200, plan number 001. Annual reports on file for 2009 to 2025.

Where the money went

  1. Filed 2009-2025Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust, Fortney & Weygandt, Inc.
  2. TodayFortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust still files. Prudential Retirement Insurance and keeps the records. That is where to ask.

Records are kept by Prudential Retirement Insurance and, per the 2022 filing.

Left in 2010? You may be owed employer money

  • In plan year 2010, active participants fell from 139 to 106 (24%), and 7 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 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

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 yearParticipantsSeparated, still owedSource
20149424Filing
201510221Filing
20169620Filing
201710223Filing
20189722Filing
20199719Filing
20209017Filing
20219321Filing
20229119Filing
202394—Filing
202410824Filing
202511224Filing

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