The Platinum 401(k) Retirement Savings Plan

Plan Fiduciary Services, Inc., Clearwater FL. Employer ID 273523833, plan number 004. Annual reports on file for 2021 to 2024.

Where the money went

Plans that moved money into this one:

2012: money from Reminder Publications, Inc. 401(k) Profit Sharing Plan moved in.
2014: money from Patrick K. Neal & Associates, Inc. 401(k) Plan moved in.
2015: money from Bob Boast Volkswagen 401(k) Plan moved in.
2017: money from Lanier Upshaw, Inc. 401(k) Profit Sharing Plan moved in.
2017: money from Affiliated Employers Retirement Savings Plan Fbo Freestyle Pools & Spa, Inc. moved in.
2017: money from Cundy Insurance Agency, Inc. 401(k) Employee Savings Plan moved in.
2017: money from Roger Storer & Son, Inc Profit Sharing/ 401(k) moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo American Health Associates, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Barbeque Integrated, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Precision Global Consulting, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Winslow, King, Richards & Co., Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Nc Employment Group, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Beach Products, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Cundy, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Dave's Truck and Auto Paint, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Foundation Title and Escrow Series, LLC. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Freestyle Pools & Spa, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Welch Dental Group, Inc. moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Fbo Greater Springfield Chamber of Commerce moved in.
2020: money from The Platinum 401(k) Retirement Savings Plan Homage, LLC. moved in.

Filed 2021-2024The Platinum 401(k) Retirement Savings Plan, Plan Fiduciary Services, Inc.
TodayThe Platinum 401(k) Retirement Savings Plan still files. John Hancock Life Insurance Company keeps the records. That is where to ask.

Records are kept by John Hancock Life Insurance Company, per the 2024 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
2024: Money moved out to another plan, but we couldn't find that plan's reports.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Left, still in the plan	Source
2021	5,672	1,193	Filing
2022	4,677	1,279	Filing
2023	13,692	2,555	Filing
2024	12,711	1,773	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.