Therapy Specialists 401(k) Plan
Susan J. Harris Inc., San Diego CA. Employer ID 330209580, plan number 001. Annual reports on file for 2013 to 2021.
Where the money went
- Filed 2013-2021Therapy Specialists 401(k) Plan, Susan J. Harris Inc.
- 2021Assets transferred to Healthpro-heritage 401(k) Plan
- TodayHealthpro-heritage 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Left in 2019? Worth asking about employer money
- In plan year 2019, 119 people (28% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. 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
- 2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
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 year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 364 | 93 | Filing |
| 2014 | 395 | 115 | Filing |
| 2015 | 413 | 133 | Filing |
| 2016 | 441 | 142 | Filing |
| 2017 | 521 | 144 | Filing |
| 2018 | 507 | 75 | Filing |
| 2019 | 419 | 73 | Filing |
| 2020 | 409 | 81 | 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.