Find an old Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 401(k)

Who to contact about an account in the Howard E. Shayne, DDS and Mary Lynn Shayne, DDS plan, from the filings. Free, no sign-up, no Social Security number.

Fox Grape Family Dentistry 401k Profit Sharing Plan

Howard E. Shayne, Dds and Mary Lynn Shayne, Dds, PC · Plan 001 · EIN 43-1732130 · Springfield, MO

Active · plan year 2024 filingProfit-sharing
Plan administratorHoward E. Shayne, Dds and Mary Lynn Shayne, Dds, PC
3250 E Battlefield Rd., Suite S, Springfield, MO 65804-4081
Form 5500 ↗
Recordkeeper (who holds the accounts)John HancockSchedule C ↗
Former employees with balances1 separated participants still had money in the planForm 5500 ↗

Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 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 Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Howard E. Shayne, Dds and Mary Lynn Shayne, Dds, PC, (417) 882-3335. The accounts are held by the recordkeeper, John Hancock. Have your Social Security number and dates of employment ready.

What is the Howard E. Shayne, DDS and Mary Lynn Shayne, DDS 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (417) 882-3335.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Howard E. Shayne, DDS and Mary Lynn Shayne, DDS and does not hold accounts. Not financial advice. Report a correction