Sb Financial Group Employee Stock Ownership Plan
Sb Financial Group, Defiance OH. Employer ID 341395608, plan number 002. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025Sb Financial Group Employee Stock Ownership Plan, Sb Financial Group
- TodaySb Financial Group Employee Stock Ownership Plan still files. That is where to ask.
Left in 2010? You may be owed employer money
- In plan year 2010, active participants fell from 324 to 235 (27%), and 20 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.
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.
Events in the filings
No unusual events.
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 year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 289 | 74 | Filing |
| 2015 | 277 | 67 | Filing |
| 2016 | 295 | 69 | Filing |
| 2017 | 327 | 86 | Filing |
| 2018 | 354 | 100 | Filing |
| 2019 | 332 | 90 | Filing |
| 2020 | 355 | 113 | Filing |
| 2021 | 380 | 125 | Filing |
| 2022 | 326 | 94 | Filing |
| 2023 | 378 | 141 | Filing |
| 2024 | 363 | 111 | Filing |
| 2025 | 344 | 81 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.