Find an old Z-Golf Course Food and Beverage 401(k)

Who to contact about an account in the Z-Golf Course Food and Beverage plan, from the filings. Free, no sign-up, no Social Security number.

Z-Golf Course Food and Beverage Services, LLC 401k Profit Sharin

Z-Golf Course Food and Beverage · Plan 001 · EIN 77-0528139 · Temecula, CA

Active · plan year 2024 filing401(k)
Plan administratorZ-Golf Course Food and Beverage
43385 Business Park Drive, Suite 220, Temecula, CA 92590
Form 5500 ↗
Recordkeeper (who holds the accounts)Lpl FinancialSchedule C ↗
Former employees with balances82 separated participants still had money in the planForm 5500 ↗

Z-Golf Course Food and Beverage 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 Z-Golf Course Food and Beverage 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Z-Golf Course Food and Beverage, (951) 491-8110. The accounts are held by the recordkeeper, Lpl Financial. Have your Social Security number and dates of employment ready.

What is the Z-Golf Course Food and Beverage 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (951) 491-8110.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Z-Golf Course Food and Beverage and does not hold accounts. Not financial advice. Report a correction