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Find an old Genesis Ob/Gyn 401(k)

Who to contact about an account in the Genesis Ob/Gyn plan, from the filings. Free, no sign-up, no Social Security number.

Genesis Ob/Gyn 401k Profit Sharing Plan & Trust

Genesis Ob/Gyn, P.C. · Plan 001 · EIN 26-1120011 · Tucson, AZ

Active · plan year 2024 filing401(k)
Plan administratorGenesis Ob/Gyn, P.C.
2424 N. Wyatt Dr., Suite 260, Tucson, AZ 85712
Form 5500 ↗
Recordkeeper (who holds the accounts)Mvp Plan Administrators, Inc.Schedule C ↗
Former employees with balances72 separated participants still had money in the planForm 5500 ↗

Genesis Ob/Gyn 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 Genesis Ob/Gyn 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Genesis Ob/Gyn, P.C., (520) 545-0607. The accounts are held by the recordkeeper, Mvp Plan Administrators, Inc.. Have your Social Security number and dates of employment ready.

What is the Genesis Ob/Gyn 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (520) 545-0607.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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