M. Davis Management Services Inc. 401(k) Profit Sharing Plan

M. Davis Management Services, Inc., Solon OH. Employer ID 341468453, plan number 001. Annual reports on file for 2009 to 2020.

Where the money went

Filed 2009-2020M. Davis Management Services Inc. 401(k) Profit Sharing Plan, M. Davis Management Services, Inc.
EndedM. Davis Management Services Inc. 401(k) Profit Sharing Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Huntington National Bank, per the 2019 filing.

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: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2020: 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
2009	133	9	Filing
2010	138	9	Filing
2011	134	14	Filing
2012	166	21	Filing
2013	176	33	Filing
2014	175	30	Filing
2015	200	23	Filing
2016	163	22	Filing
2017	140	15	Filing
2018	136	28	Filing
2019	14	12	Filing
2020	0	—	Filing

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