Find an old Kitsap Mental Health Services 401(k)

Who to contact about an account in the Kitsap Mental Health Services plan, from the filings. Free, no sign-up, no Social Security number.

Kitsap Mental Health Services 403(b) Retirement Plan

Kitsap Mental Health Services · Plan 001 · EIN 91-1020106 · Bremerton, WA

Active · plan year 2024 filing403(b)
Plan administratorKitsap Mental Health Services
5455 Almira Drive NE, Bremerton, WA 98311
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances163 separated participants still had money in the planForm 5500 ↗

Kitsap Mental Health Services 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 Kitsap Mental Health Services 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Kitsap Mental Health Services, (360) 415-5806. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Kitsap Mental Health Services 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (360) 415-5806.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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