Find an old Commercial Bank & Trust 401(k)

Who to contact about an account in the Commercial Bank & Trust plan, from the filings. Free, no sign-up, no Social Security number.

Commercial Bank and Trust Co. 401k Profit Sharing Plan

Commercial Bank & Trust Company · Plan 002 · EIN 62-0167630 · Paris, TN

Active · plan year 2025 filing401(k)
Plan administratorCommercial Bank & Trust Company
P.O. Box 1000, Paris, TN 38242-1000
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Retir Insurance and Annuity CoSchedule C ↗
Former employees with balances42 separated participants still had money in the planForm 5500 ↗

Commercial Bank & Trust 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 Commercial Bank & Trust 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Commercial Bank & Trust Company, (731) 642-3341. The accounts are held by the recordkeeper, Voya Retir Insurance and Annuity Co. Have your Social Security number and dates of employment ready.

What is the Commercial Bank & Trust 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (731) 642-3341.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Commercial Bank & Trust and does not hold accounts. Not financial advice. Report a correction