Source One 401(k) Savings & Retirement Plan
Source One Management, Inc., Denver CO. Employer ID 841016329, plan number 001. Annual reports on file for 2009 to 2013.
Where the money went
- Filed 2009-2013Source One 401(k) Savings & Retirement Plan, Source One Management, Inc.
- 2013Assets 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
- 2013: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2013: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2013: 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 | 242 | 35 | Filing |
| 2010 | 231 | 33 | Filing |
| 2011 | 248 | 24 | Filing |
| 2012 | 165 | 36 | Filing |
| 2013 | 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.