Find an old Bowers and Kubota Consulting 401(k)
Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan
Bowers and Kubota Consulting · Plan 001 · EIN 99-0201320 · Waipahu, HI
| Plan administrator | Bowers and Kubota Consulting 94 408 Akoki St 201 a, Waipahu, HI 96797 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Geneos Wealth Management, Inc. | Schedule C ↗ |
| Former employees with balances | 79 separated participants still had money in the plan | Form 5500 ↗ |
Bowers & Kubota Consulting, Inc. ESOP
Bowers & Kubota Consulting, Inc. · Plan 002 · EIN 99-0201320 · Waipahu, HI
| Plan administrator | Bowers & Kubota Consulting, Inc. 94-408 Akoki St Ste 201a, Waipahu, HI 96797-2733 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 32 separated participants still had money in the plan | Form 5500 ↗ |
Bowers and Kubota Consulting 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Bowers and Kubota Consulting 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Bowers and Kubota Consulting, (808) 836-7787. The accounts are held by the recordkeeper, Geneos Wealth Management, Inc.. Have your Social Security number and dates of employment ready.
What is the Bowers and Kubota Consulting 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (808) 836-7787.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Bowers and Kubota Consulting and does not hold accounts. Not financial advice. Report a correction