Find an old FBMC Benefits Mangement 401(k)

Who to contact about an account in each of the 2 FBMC Benefits Mangement plans, from the filings. Free, no sign-up, no Social Security number.

Fbmc Benefits Management, Inc 401(k) Plan

Fbmc Benefits Mangement, Inc. · Plan 002 · EIN 59-1657263 · Tallahassee, FL

Active · plan year 2024 filing401(k)
Plan administratorFbmc Benefits Mangement, Inc.
3101 Sessions Rd, Suite 200, Tallahassee, FL 32303
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances43 separated participants still had money in the planForm 5500 ↗

Fbmc Benefits Management Employee Stock Ownership Plan

Fbmc Benefits Management, Inc. · Plan 001 · EIN 59-1657263 · Tallahassee, FL

Active · plan year 2024 filingRetirement
Plan administratorFbmc Benefits Management, Inc.
P.O. Box 1878, Tallahassee, FL 32302-1878
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances11 separated participants still had money in the planForm 5500 ↗

FBMC Benefits Mangement 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 FBMC Benefits Mangement 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Fbmc Benefits Mangement, Inc., (850) 425-6200. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the FBMC Benefits Mangement 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (850) 425-6200.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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