Servicesource 401(k) Profit Sharing Plan & Trust
Servicesource Delaware, Inc., Denver CO. Employer ID 208729183, plan number 001. Annual reports on file for 2013 to 2023.
Where the money went
Plans that moved money into this one:
- 2013: money from Servicesource 401(k) Profit Sharing Plan & Trust moved in.
- Filed 2013-2023Servicesource 401(k) Profit Sharing Plan & Trust, Servicesource Delaware, Inc.
- 2023Assets transferred to Concentrix Retirement and Savings Plan
- TodayConcentrix Retirement and Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
Left in 2019? You may be owed employer money
- In plan year 2019, active participants fell from 1,127 to 882 (22%), and 157 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
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.
Events in the filings
- 2023: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2023: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
People in 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 |
|---|---|---|---|
| 2013 | 1,663 | 235 | Filing |
| 2014 | 1,890 | 339 | Filing |
| 2015 | 1,793 | 479 | Filing |
| 2016 | 1,902 | 594 | Filing |
| 2017 | 1,798 | 687 | Filing |
| 2018 | 1,893 | 766 | Filing |
| 2019 | 1,751 | 869 | Filing |
| 2020 | 1,622 | 798 | Filing |
| 2021 | 1,687 | 865 | Filing |
| 2022 | 1,576 | 856 | Filing |
| 2023 | 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.