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Liberty Safe 401(k) Plan

Liberty Safe & Security Products, Inc., Payson UT. Employer ID 942813526, plan number 003. Annual reports on file for 2009 to 2024.

Where the money went

  1. Filed 2009-2024Liberty Safe 401(k) Plan, Liberty Safe & Security Products, Inc.
  2. 2024Assets transferred to Freedom 401(k) Pooled Employer Plan
  3. TodayFreedom 401(k) Pooled Employer Plan still files. Stancorp Financial Group keeps the records. That is where to ask.

Records are kept by Stancorp Financial Group, per the 2024 filing.

Left in 2022? Worth asking about employer money

  • In plan year 2022, 93 people (34% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

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.

Check my years

Events in the filings

People in 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 yearParticipantsLeft, still in the planSource
201335650Filing
2014408128Filing
2015411129Filing
2016427150Filing
2017440156Filing
2018381111Filing
2019356131Filing
2020407118Filing
2021412133Filing
202237691Filing
2023360130Filing
202400Filing

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