Find an old Farmers and Merchants Trust 401(k)

Who to contact about an account in each of the 2 Farmers and Merchants Trust plans, from the filings. Free, no sign-up, no Social Security number.

F & M Trust 401(k) Plan

Farmers and Merchants Trust Company · Plan 002 · EIN 23-0570230 · Chambersburg, PA

Active · plan year 2024 filing401(k)
Plan administratorFarmers and Merchants Trust Company
1500 Nitterhouse Drive, Chambersburg, PA 17201
Form 5500 ↗
Recordkeeper (who holds the accounts)Benefit Plans Admin Services IncSchedule C ↗
Former employees with balances74 separated participants still had money in the planForm 5500 ↗

Farmers and Merchants Trust Company of Chambersburg Pension Plan

Farmers and Merchants Trust Company · Plan 001 · EIN 23-0570230 · Chambersburg, PA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorFarmers and Merchants Trust Company
PO Box 6010, Chambersburg, PA 17201
Form 5500 ↗
Recordkeeper (who holds the accounts)Bpas Actuarial & Pension ServicesSchedule C ↗
Former employees with balances22 separated participants still had money in the planForm 5500 ↗

Farmers and Merchants 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 Farmers and Merchants Trust 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Farmers and Merchants Trust Company, (717) 262-7577. The accounts are held by the recordkeeper, Benefit Plans Admin Services Inc. Have your Social Security number and dates of employment ready.

What is the Farmers and Merchants Trust 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (717) 262-7577.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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