Insperity 401k Plan

Insperity Holdings, Inc., Kingwood TX. Employer ID 760178498, plan number 001. Annual reports on file for 2009 to 2024.

Where the money went

Plans that moved money into this one:

2009: money from The Carl M. Freeman Associates, Inc. 401(k) Plan moved in.
2009: money from Total Hr 401k Profit Sharing Plan moved in.
2009: money from Trinet Select 401(k) Plan moved in.
2009: money from Estes Incorporated Employees 401k Profit Sharing Plan moved in.
2009: money from Coadvantage 401(k)/profit-sharing Plan moved in.
2010: money from Themarkets.com, LLC 401(k) Retirement Plan moved in.
2010: money from Doherty Employment Group, Inc. 401(k) Plan moved in.
2010: money from Oasis Retirement Savings Plan moved in.
2011: money from Alphastaff Retirement Savings Plan moved in.
2011: money from Trinet Mep 401(k) Retirement Plan moved in.
2011: money from Trinet Select 401(k) Plan moved in.
2011: money from Accord Human Resources Retirement Savings Plan moved in.
2011: money from Oasis Retirement Savings Plan moved in.
2012: money from Adapt of America 401(k) Plan moved in.
2012: money from Carstar, Inc 401(k) Plan Fka Carstar, Inc 401(k) Profit Shari moved in.
2012: money from Schmitz & Schmitz Properties Inc moved in.
2012: money from Employers Resource 401(k) Retirement Plan moved in.
2012: money from Sonic Management Retirement Plan moved in.
2012: money from Oasis Retirement Savings Plan moved in.
2012: money from Bcn Administrative Services Multiple Employer Plan moved in.

Filed 2009-2024Insperity 401k Plan, Insperity Holdings, Inc.
TodayInsperity 401k Plan still files. Insperity Retirement Services keeps the records. That is where to ask.

Records are kept by Insperity Retirement Services, 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.

2009: Assets were transferred out, but no filing from the receiving plan matched.
2010: Assets were transferred out, but no filing from the receiving plan matched.
2011: Assets were transferred out, but no filing from the receiving plan matched.
2012: Assets were transferred out, but no filing from the receiving plan matched.
2013: Assets were transferred out, but no filing from the receiving plan matched.
2014: Assets were transferred out, but no filing from the receiving plan matched.
2015: Assets were transferred out, but no filing from the receiving plan matched.
2016: Assets were transferred out, but no filing from the receiving plan matched.
2017: Assets were transferred out, but no filing from the receiving plan matched.
2018: Assets were transferred out, but no filing from the receiving plan matched.
2019: Assets were transferred out, but no filing from the receiving plan matched.
2020: Assets were transferred out, but no filing from the receiving plan matched.
2021: Another plan filed under the same employer ID and plan number this year.
2021: Assets were transferred out, but no filing from the receiving plan matched.
2022: Assets were transferred out, but no filing from the receiving plan matched.
2023: Assets were transferred out, but no filing from the receiving plan matched.
2024: Assets were transferred out, but no filing from the receiving plan matched.

"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	88,913	12,604	Filing
2014	85,439	13,414	Filing
2015	98,346	17,129	Filing
2016	107,210	20,018	Filing
2017	124,476	25,571	Filing
2018	144,124	28,193	Filing
2019	163,877	36,457	Filing
2020	166,872	39,621	Filing
2021	190,805	42,283	Filing
2022	217,990	49,244	Filing
2023	229,666	49,353	Filing
2024	231,912	51,309	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.