Patrick K. Neal & Associates, Inc. 401(k) Plan
Patrick K. Neal & Associates, Inc., Sarasota FL. Employer ID 591462889, plan number 001. Annual reports on file for 2009 to 2014.
Where the money went
- Filed 2009-2014Patrick K. Neal & Associates, Inc. 401(k) Plan, Patrick K. Neal & Associates, Inc.
- 2014Assets 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
- 2014: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2014: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
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 |
|---|---|---|---|
| 2009 | 96 | — | Filing |
| 2010 | 104 | — | Filing |
| 2011 | 117 | — | Filing |
| 2012 | 132 | — | Filing |
| 2013 | 173 | 26 | Filing |
| 2014 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.