Find an old Spokane United Methodist Homes 401(k)

Who to contact about an account in each of the 2 Spokane United Methodist Homes plans, from the filings. Free, no sign-up, no Social Security number.

Spokane Methodist Homes, Inc. Employee Retirement Savings Plan

Spokane United Methodist Homes, Inc · Plan 002 · EIN 91-0715658 · Spokane, WA

Active · plan year 2024 filing401(k)
Plan administratorSpokane United Methodist Homes, Inc
2903 E. 25th Avenue, Spokane, WA 99223
Form 5500 ↗
Recordkeeper (who holds the accounts)T. Rowe Price Rps, Inc.Schedule C ↗
Former employees with balances422 separated participants still had money in the planForm 5500 ↗

Spokane United Methodist Homes, Inc Defined Benefit Pension Plan

Spokane United Methodist Homes, Inc · Plan 001 · EIN 91-0715658 · Spokane, WA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorSpokane United Methodist Homes, Inc
2903 E. 25th Avenue, Spokane, WA 99223
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances139 separated participants still had money in the planForm 5500 ↗

Spokane United Methodist Homes 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 Spokane United Methodist Homes 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Spokane United Methodist Homes, Inc, (509) 536-6825. The accounts are held by the recordkeeper, T. Rowe Price Rps, Inc.. Have your Social Security number and dates of employment ready.

What is the Spokane United Methodist Homes 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (509) 536-6825.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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