Find an old Graves-Gilbert Clinic 401(k)
Graves-Gilbert Clinic Revised Profit Sharing Plan
Graves Gilbert Clinic PLLC · Plan 002 · EIN 61-0700826 · Bowling Green, KY
| Plan administrator | Graves Gilbert Clinic PLLC 201 Park Street, Bowling Green, KY 42102 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | The Vanguard Group, Inc. | Schedule C ↗ |
| Former employees with balances | 357 separated participants still had money in the plan | Form 5500 ↗ |
Graves-Gilbert Clinic Supplemental Profit Sharing Plan
Graves-Gilbert Clinic, PLLC · Plan 004 · EIN 61-0700826 · Bowling Green, KY
| Plan administrator | Graves-Gilbert Clinic, PLLC 201 Park Street, Bowling Green, KY 42102 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Graves-Gilbert Clinic Cash Balance Plan
Gilbert, Barbee, Moore & Mcilvoy, P.S.C. · Plan 005 · EIN 61-0700826 · Bowling Green, KY
| Plan administrator | Gilbert, Barbee, Moore & Mcilvoy, P.S.C. 201 Park Street, Bowling Green, KY 42102 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Graves-Gilbert Clinic 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Graves-Gilbert Clinic 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Graves Gilbert Clinic PLLC, (270) 781-5111. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.
What is the Graves-Gilbert Clinic 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (270) 781-5111.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Graves-Gilbert Clinic and does not hold accounts. Not financial advice. Report a correction