Sourcepointe Retirement Plan

Sourcepointe, LLC, Birmingham AL. Employer ID 731664238, plan number 001. Annual reports on file for 2015 to 2022.

Where the money went

Plans that moved money into this one:

2015: money from Sourcepointe Retirement Plan moved in.
2016: money from Mst Dental Retirement Plan moved in.
2016: money from People, Inc. Multiple Employer 401(k) Plan moved in.
2016: money from The Foundry 401(k) Retirement Plan moved in.
2017: money from Food Sales East-nashville, Inc. 401(k) Retirement Plan moved in.
2017: money from Food Sales East-memphis 401(k) Plan moved in.
2017: money from Food Sales East, Inc. 401(k) Profit Sharing Plan & Trust moved in.
2017: money from Thomson Dental, P.C. Retirement Plan moved in.
2017: money from 401k Safe, LLC Multiple Employer 401(k) Plan moved in.
2017: money from Highland Commercial Mortgage, LLC 401k Plan moved in.
2018: money from Stealth Entry, LLC 401k Plan moved in.
2020: money from Preschool Partners 401k Plan moved in.
2020: money from Lyons & Company, Inc. Multiple Employer Plan moved in.
2020: money from Landscape Workshop, LLC 401(k) Plan moved in.
2020: money from Oasis Retirement Savings Plan moved in.
2020: money from Home Health Solutions, LLC 401(k) P/s Plan moved in.
2021: money from Pandit Dentistry 401(k) Plan moved in.

Filed 2015-2022Sourcepointe Retirement Plan, Sourcepointe, LLC
2022Assets transferred to Coadvantage Corporation Retirement Savings Plan
TodayCoadvantage Corporation Retirement Savings Plan still files. Empower Annuity Insurance Co keeps the records. That is where to ask.

Records are kept by Empower Annuity Insurance Co, per the 2024 filing.

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.

2017: Money moved out to another plan, but we couldn't find that plan's reports.
2022: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2022: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
2022: 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
2015	613	33	Filing
2016	1,116	82	Filing
2017	1,313	95	Filing
2018	1,767	140	Filing
2019	2,211	132	Filing
2020	2,152	181	Filing
2021	2,387	221	Filing
2022	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.