Find an old Chinese-American Planning Council Home Attendant Program 401(k)

Who to contact about an account in each of the 2 Chinese-American Planning Council Home Attendant Program plans, from the filings. Free, no sign-up, no Social Security number.

401(a) Profit-Sharing Plan for Employees of Chinese-American Planning Council Home Attendant Program, Inc.

Chinese-American Planning Coun · Plan 001 · EIN 13-3203211 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorChinese-American Planning Coun
1 York St Fl 2, New York, NY 10013-2123
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Cpc-Cdpap Pension Plan & Trust

Chinese-American Planning Council Home Attendant Program, Inc. · Plan 002 · EIN 13-3203211 · New York, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorChinese-American Planning Council Home Attendant Program, Inc.
1 York Street, 2nd Floor, New York, NY 10013
Form 5500 ↗
Recordkeeper (who holds the accounts)Preferred Pension Concepts, Inc.Schedule C ↗
Former employees with balances5,693 separated participants still had money in the planForm 5500 ↗

Chinese-American Planning Council Home Attendant Program 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually 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

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Chinese-American Planning Council Home Attendant Program 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Chinese-American Planning Coun, (212) 219-8100. Have your Social Security number and dates of employment ready.

What is the Chinese-American Planning Council Home Attendant Program 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 219-8100.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Chinese-American Planning Council Home Attendant Program and does not hold accounts. Not financial advice. Report a correction