First Management Services, Inc. 401(k) Plan (terminated 2010): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2010. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

First Management Services, Inc. 401(k) Plan Facts (plan year 2010)

Plan name
FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FIRST MANAGEMENT SERVICES, INC.
Participants
207
Former employees with a balance
0
Employer contributions
$28,563 in plan year 2010 (22% of all contributions)
Plan year
Jan 1, 2010 – Dec 15, 2010
Plan established
Oct 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2010 (Jan 1, 2010 – Dec 15, 2010), filed Jul 27, 2011. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2010

  • $132,828 went into the plan in contributions, $28,563 of it from the employer (22%).
  • $1.10 million was paid out to participants.
  • Investment and other income added $66,122.

How the First Management Services, Inc. 401(k) changed, 2009–2010

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009147$907,176$31,974$94,881
2010 (final)207$0$28,563$1.10 million

First Management Services, Inc. 401(k) Contact Information

Phone
615-244-8060
Mailing address
333 UNION ST STE 400, NASHVILLE TN 372011405
Plan sponsor
FIRST MANAGEMENT SERVICES, INC.
Employer identification number (EIN)
62-1524244
Plan number
001

Questions about the First Management Services, Inc. 401(k)

Is the First Management Services, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2010.

Does First Management Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2010 the employer contributed $28,563, 22% of all contributions.

Does the First Management Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the First Management Services, Inc 401(k) plan?

207 participants at the start of plan year 2010.

Who manages the First Management Services, Inc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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