Sorenson Communications 401(k) and retirement plans

Sorenson Communications LLC., Salt Lake City, UT. EIN 87-0650555. Annual reports 2009–2024. Also filed as Sorenson Communications, Inc.; Sorenson Communications Inc.

Sorenson Communications LLC. has one active retirement plan on file, the Sorenson Communications, LLC. 401(k) Profit Sharing Plan, with 8,819 participants and $317 million in assets in 2024. Merrill has been its recordkeeper since 2010. No traditional pension plan appears in Sorenson Communications's filings since 2009.

Active plans: 1
Participants: 8,819
Plan assets: $317 million
401(k) recordkeeper: Merrill
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

Sorenson Communications, LLC. 401(k) Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 87-0650555
Participants (2024): 8,819
Net assets (2024): $317 million
Recordkeeper: Merrill2010–2024
Plan administrator: Sorenson Communications LLC.
4192 S Riverboat Road
Salt Lake City, UT 84123
(801) 263-5424As filed for 2024
In effect since: November 11, 2005

Earlier plan names: Sorenson Communications, Inc. 1165(E) Retirement Savings Plan; Sorenson Communications, Inc. 401(k) Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,819	$317 million	Merrill
2023	9,759	$275 million	Merrill
2022	13,732	$241 million	Merrill
2021	16,869	$285 million	Merrill
2020	17,540	$241 million	Merrill
2019	16,355	$201 million	Merrill
2018	15,533	$160 million	Merrill
2017	14,401	$161 million	Merrill
2016	12,193	$131 million	Merrill
2015	10,609	$114 million	Merrill
2014	8,735	$107 million	Merrill
2013	7,469	$96.3 million	Merrill
2012	6,044	$71.3 million	Merrill
2011	5,427	$53.2 million	Merrill
2010	5,671	$45.7 million	Merrill
2009	42	$99,418	not listed

Sorenson Communications, Inc. 1165(E) Retirement Savings Plan

Profit-sharing planClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2020, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 87-0650555
Participants (2019): 47
Net assets (2019): $570,133
Plan administrator: Sorenson Communications, Inc.
4192 S Riverboat Road
Salt Lake City, UT 84123
(801) 287-9400As filed for 2020
In effect since: October 1, 2007

Year by year, 2010 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	not listed
2019	47	$570,133	not listed
2018	54	$609,288	not listed
2017	65	$932,425	not listed
2016	67	$769,714	not listed
2015	63	$631,820	not listed
2014	60	$520,834	not listed
2013	57	$468,476	not listed
2012	59	$356,351	not listed
2011	57	$304,583	not listed
2010	55	$198,629	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Sorenson Communications, LLC. 401(k) Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((801) 263-5424). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Sorenson Communications, LLC. 401(k) Profit Sharing Plan

Sorenson Communications, Inc. 1165(E) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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