Plattner Automotive Group 401(k) and Profit Sharing Plan

Plattner Automotive Group, Sarasota FL. Employer ID 650296765, plan number 001. Annual reports on file for 2007 to 2017.

Where the money went

Filed 2007-2017Plattner Automotive Group 401(k) and Profit Sharing Plan, Plattner Automotive Group
2017Assets transferred to Worksite Retirement Savings Plan
TodayWorksite Retirement Savings Plan still files. Ameritas Life Insurance Corp keeps the records. That is where to ask.

Records are kept by Ameritas Life Insurance Corp, per the 2025 filing.

In plan year 2008, active participants fell from 121 to 95 (21%), and 54 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

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.

2017: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2017: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.

"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
2007	159	38	Filing
2008	133	38	Filing
2009	141	11	Filing
2010	141	23	Filing
2011	175	64	Filing
2012	186	64	Filing
2013	222	101	Filing
2014	198	53	Filing
2015	235	62	Filing
2016	271	91	Filing
2017	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.