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Swan Employer Services, Inc. 401(k) Plan

Alaskan Prof. Employer Services Dba Swan Employer Services, Anchorage AK. Employer ID 920163737, plan number 001. Annual reports on file for 2009 to 2017.

Where the money went

Plans that moved money into this one:

• 2009: money from Insperity 401k Plan moved in.
• 2009: money from Trinion Quality Care Services, Inc. 401(k) Retirement Plan moved in.

1. Filed 2009-2017Swan Employer Services, Inc. 401(k) Plan, Alaskan Prof. Employer Services Dba Swan Employer Services
2. 2016Assets transferred to Avitus Group 401(k) Retirement Plan
3. 2020Assets transferred to Adp Totalsource Retirement Savings Plan
4. TodayAdp Totalsource Retirement Savings Plan still files. Voya Institutional Plan Services keeps the records. That is where to ask.

Records are kept by Voya Institutional Plan Services, per the 2024 filing.

Events in the filings

• 2009: Assets were transferred out, but no filing from the receiving plan matched.
• 2016: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
• 2016: The employer adopted a resolution to terminate the plan.
• 2017: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
• 2017: 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.

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