Human Capital Strategies 401(k) Plan
Human Capital Strategies, LLC, Mesa AZ. Employer ID 710906986, plan number 001. Annual reports on file for 2009 to 2016.
Where the money went
Plans that moved money into this one:
- 2013: money from Incremedical, LLC 401(k) Plan moved in.
- Filed 2009-2016Human Capital Strategies 401(k) Plan, Human Capital Strategies, LLC
- 2015Assets transferred to Dhr 401k Profit Sharing Plan (formerly the Dhr/terra Firma 401k Profit Sharing Plan)
- 2017Assets transferred to Nextep 401(k) Retirement Savings Plan
- TodayNextep 401(k) Retirement Savings Plan still files. Empower Annuity Ins. Company keeps the records. That is where to ask.
Records are kept by Empower Annuity Ins. Company, per the 2024 filing.
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
- 2015: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2016: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2016: The employer adopted a resolution to terminate the plan.
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 |
|---|---|---|---|
| 2009 | 107 | — | Filing |
| 2010 | 187 | 12 | Filing |
| 2011 | 177 | 20 | Filing |
| 2012 | 205 | 0 | Filing |
| 2013 | 520 | 49 | Filing |
| 2014 | 980 | 0 | Filing |
| 2015 | 56 | 0 | Filing |
| 2016 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.