Lanier Upshaw, Inc. 401(k) Profit Sharing Plan
Lanier Upshaw, Inc., Lakeland FL. Employer ID 590770252, plan number 003. Annual reports on file for 2016 to 2017.
Where the money went
Plans that moved money into this one:
- 2016: money from Hartford Affiliated Employers Retirement Savings Plan Fbo Lanier Upshaw, Inc. moved in.
- Filed 2016-2017Lanier Upshaw, Inc. 401(k) Profit Sharing Plan, Lanier Upshaw, Inc.
- 2017Assets transferred to The Platinum 401(k) Retirement Savings Plan
- 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.
Events in the filings
- 2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2017: The employer decided to close the plan.
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.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.