LANIER UPSHAW, INC. has sponsored the creation of one or more 401k plans.
Additional information about LANIER UPSHAW, INC.
Submission information for form 5500 for 401k plan THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN LANIER UPSHAW, INC.
| Measure | Date | Value |
|---|
| 2018 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN LANIER UPSHAW, INC. 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $-4,320,078 |
| Total income from all sources | 2018-12-31 | $178,438 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $682,837 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $645,688 |
| Total plan assets at end of year | 2018-12-31 | $0 |
| Total plan assets at beginning of year | 2018-12-31 | $4,824,477 |
| Value of fidelity bond covering the plan | 2018-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $268,057 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $2,978 |
| Other income received | 2018-12-31 | $-92,597 |
| Net income (gross income less expenses) | 2018-12-31 | $-504,399 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,824,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $37,149 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Transfers to/from the plan | 2018-11-30 | $-4,320,078 |
| Total income from all sources | 2018-11-30 | $178,438 |
| Expenses. Total of all expenses incurred | 2018-11-30 | $682,837 |
| Benefits paid (including direct rollovers) | 2018-11-30 | $645,688 |
| Total plan assets at end of year | 2018-11-30 | $0 |
| Total plan assets at beginning of year | 2018-11-30 | $4,824,477 |
| Value of fidelity bond covering the plan | 2018-11-30 | $750,000 |
| Total contributions received or receivable from participants | 2018-11-30 | $268,057 |
| Contributions received from other sources (not participants or employers) | 2018-11-30 | $2,978 |
| Other income received | 2018-11-30 | $-92,597 |
| Net income (gross income less expenses) | 2018-11-30 | $-504,399 |
| Net plan assets at end of year (total assets less liabilities) | 2018-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-11-30 | $4,824,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-11-30 | $37,149 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
| 2017 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN LANIER UPSHAW, INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $5,601,771 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $777,294 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $746,155 |
| Total plan assets at end of year | 2017-12-31 | $4,824,477 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $308,897 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $189 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $4,753,534 |
| Other income received | 2017-12-31 | $539,340 |
| Net income (gross income less expenses) | 2017-12-31 | $4,824,477 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,824,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Assets. Value of participant loans | 2017-12-31 | $102,806 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $13 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $30,937 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN LANIER UPSHAW, INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN LANIER UPSHAW, INC. 2017 form 5500 responses |
|---|
| 2017-01-19 | Type of plan entity | Mulitple employer plan |
| 2017-01-19 | First time form 5500 has been submitted | Yes |
| 2017-01-19 | Submission has been amended | Yes |
| 2017-01-19 | This submission is the final filing | No |
| 2017-01-19 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-01-19 | Plan is a collectively bargained plan | No |
| 2017-01-19 | Plan funding arrangement – Trust | Yes |
| 2017-01-19 | Plan benefit arrangement - Trust | Yes |
