The Charles Machine Works, Inc. Employee Stock Ownership Plan and Trust

Charles Machine Works, Inc., Perry OK. Employer ID 730660844, plan number 001. Annual reports on file for 2009 to 2021.

Where the money went

Filed 2009-2021The Charles Machine Works, Inc. Employee Stock Ownership Plan and Trust, Charles Machine Works, Inc.
EndedThe Charles Machine Works, 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 2019. 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 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.

2014: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
2019: The employer decided to close the plan.
2020: The employer decided to close the plan.
2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2021: The employer decided to close 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 year	Participants	Left, still in the plan	Source
2010	1,198	7	Filing
2011	1,160	64	Filing
2012	1,301	90	Filing
2013	1,340	0	Filing
2014	1,756	0	Filing
2015	1,933	—	Filing
2016	1,975	—	Filing
2017	2,229	0	Filing
2018	2,276	3	Filing
2019	2,353	410	Filing
2020	2,297	308	Filing
2021	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.