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LANIER UPSHAW, INC. 401(K) PLAN 401k Plan overview

Plan NameLANIER UPSHAW, INC. 401(K) PLAN
Plan identification number 001

LANIER UPSHAW, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LANIER UPSHAW, INC. has sponsored the creation of one or more 401k plans.

Company Name:LANIER UPSHAW, INC.
Employer identification number (EIN):590770252
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about LANIER UPSHAW, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1956-04-03
Company Identification Number: 192108
Legal Registered Office Address: 1115 U S 98 SOUTH

LAKELAND

33801

More information about LANIER UPSHAW, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANIER UPSHAW, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01BRUCE A. BULMAN
0012010-01-01BRUCE A. BULMAN2011-06-15 BRUCE A. BULMAN2011-06-15

Financial Data on LANIER UPSHAW, INC. 401(K) PLAN

Measure Date Value
2011 : LANIER UPSHAW, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-5,164,449
Total income from all sources2011-12-31$85,175
Expenses. Total of all expenses incurred2011-12-31$126,705
Benefits paid (including direct rollovers)2011-12-31$124,256
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$5,205,979
Value of fidelity bond covering the plan2011-12-31$750,000
Total contributions received or receivable from participants2011-12-31$17,973
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$478
Other income received2011-12-31$66,724
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-41,530
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,205,979
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for LANIER UPSHAW, INC. 401(K) PLAN

2011: LANIER UPSHAW, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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