Burk Holdings, Inc. Inc. Profit Sharing Plan-final

Burk Holdings, Inc., Hartville OH. Employer ID 341932879, plan number 001. Annual reports on file for 2009 to 2019.

Where the money went

Filed 2009-2019Burk Holdings, Inc. Inc. Profit Sharing Plan-final, Burk Holdings, Inc.
EndedBurk Holdings, Inc. Inc. Profit Sharing Plan-final 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 2017. 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.

2017: The employer adopted a resolution to terminate the plan.
2018: The employer adopted a resolution to terminate the plan.
2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2019: 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	88	—	Filing
2010	93	—	Filing
2011	83	—	Filing
2012	88	—	Filing
2013	97	—	Filing
2014	109	—	Filing
2015	68	—	Filing
2016	62	—	Filing
2017	51	—	Filing
2018	46	—	Filing
2019	0	—	Filing

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