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Perpetual Federal Savings Bank Employees' Profit Sharing and Retirement Plan

Farmers & Merchants State Bank, Urbana OH. Employer ID 344327910, plan number 002. Annual reports on file for 2009 to 2022.

Where the money went

  1. Filed 2009-2022Perpetual Federal Savings Bank Employees' Profit Sharing and Retirement Plan, Farmers & Merchants State Bank
  2. EndedPerpetual Federal Savings Bank Employees' Profit Sharing and Retirement Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Left in 2021? Worth asking about employer money

  • The plan ended in plan year 2021. 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. It is worth asking. 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

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
2011233Filing
2012190Filing
2013200Filing
2014210Filing
2015180Filing
2016200Filing
2017200Filing
2018200Filing
2019190Filing
2020200Filing
20212013Filing
202200Filing

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