Aero-mark, Inc. Employee Stock Ownership Plan and Trust

Aero-mark, Inc., Streetsboro OH. Employer ID 341546976, plan number 002. Annual reports on file for 2009 to 2020.

Where the money went

Filed 2009-2020Aero-mark, Inc. Employee Stock Ownership Plan and Trust, Aero-mark, Inc.
EndedAero-mark, Inc. Employee Stock Ownership Plan and Trust 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 2018. 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.

2018: The employer adopted a resolution to terminate the plan.
2019: The employer adopted a resolution to terminate the plan.
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	57	9	Filing
2010	57	14	Filing
2011	64	15	Filing
2012	82	13	Filing
2013	91	11	Filing
2014	99	11	Filing
2015	108	14	Filing
2016	117	12	Filing
2017	117	13	Filing
2018	104	12	Filing
2019	104	4	Filing
2020	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.