Find an old Pacific Clinics 401(k)
401(k) Profit Sharing Plan of Pacific Clinics
Pacific Clinics · Plan 007 · EIN 94-2295953 · Los Gatos, CA
| Plan administrator | Pacific Clinics 499 Loma Alta Avenue, Los Gatos, CA 95030 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 687 separated participants still had money in the plan | Form 5500 ↗ |
Uplift Family Services 401(k) Plan
Uplift Family Services · Plan 005 · EIN 94-2295953 · Campbell, CA
| Plan administrator | Uplift Family Services 251 Llewellyn Avenue, Campbell, CA 95008-1940 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 488 separated participants still had money in the plan | Form 5500 ↗ |
403(b) Thrift Plan of Pacific Clinics
Uplift Family Services D/B/A Pacific Clinics · Plan 008 · EIN 94-2295953 · Arcadia, CA
| Plan administrator | Uplift Family Services D/B/A Pacific Clinics 800 South Santa Anita Avenue, Arcadia, CA 91006-3536 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Uplift Family Services 403(b) Plan
Uplift Family Services · Plan 006 · EIN 94-2295953 · Campbell, CA
| Plan administrator | Uplift Family Services 251 Llewellyn Avenue, Campbell, CA 95008-1940 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Pacific Clinics 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 Pacific Clinics 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Pacific Clinics, (626) 254-5000. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Pacific Clinics 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (626) 254-5000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Pacific Clinics and does not hold accounts. Not financial advice. Report a correction