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LANIER AND COMPANY, P.A.

Company Details

Entity Name: LANIER AND COMPANY, P.A.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Inactive
Date Filed: 26 Nov 1985 (39 years ago)
Date of dissolution: 07 Feb 2024 (a year ago)
Last Event: CORPORATE MERGER
Event Date Filed: 07 Feb 2024 (a year ago)
Document Number: H87256
FEI/EIN Number 59-2613406
Address: 720 Rodel Cove, Lake Mary, FL 32746
Mail Address: 720 Rodel Cove, Lake Mary, FL 32746
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LANIER AND COMPANY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2023 592613406 2024-09-19 LANIER AND COMPANY, P.A. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 720 RODEL COVE, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2024-09-19
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-19
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
LANIER AND COMPANY, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 592613406 2023-07-18 LANIER AND COMPANY, P.A. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 300 COLONIAL CENTER PKWY., STE. 144, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2023-07-18
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-18
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 592613406 2022-06-22 LANIER AND COMPANY, P.A. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 300 COLONIAL CENTER PKWY STE 144, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2022-06-22
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 592613406 2021-07-29 LANIER AND COMPANY, P.A. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 300 COLONIAL CENTER PKWY STE 144, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2021-07-29
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 592613406 2020-10-13 LANIER AND COMPANY, P.A. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 300 COLONIAL CENTER PKWY STE 144, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
LANIER AND COMPANY , P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 592613406 2019-10-14 LANIER AND COMPANY, P.A. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-09-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 300 COLONIAL CENTER PKWY STE 144, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing DANA MCBROOM
Valid signature Filed with authorized/valid electronic signature
401(K)/PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF LANIER AND COMPANY, P.A. 2016 592613406 2017-09-07 LANIER AND COMPANY, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-10-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 300 COLONIAL CENTER PKWY STE 145, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2017-09-07
Name of individual signing DAVID P. LANIER, JR.
Valid signature Filed with authorized/valid electronic signature
401(K)/PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF LANIER AND COMPANY, P.A. 2015 592613406 2016-06-23 LANIER AND COMPANY, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-10-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 1120 W FIRST STREET SUITE A, SANFORD, FL, 32771

Signature of

Role Plan administrator
Date 2016-06-23
Name of individual signing DAVID P. LANIER, JR.
Valid signature Filed with authorized/valid electronic signature
401(K)/PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF LANIER AND COMPANY, P.A. 2014 592613406 2015-07-30 LANIER AND COMPANY, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-10-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 1120 W FIRST STREET SUITE A, SANFORD, FL, 32771

Signature of

Role Plan administrator
Date 2015-07-30
Name of individual signing DAVID P. LANIER, JR.
Valid signature Filed with authorized/valid electronic signature
401(K)/PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF LANIER AND COMPANY, P.A. 2013 592613406 2014-07-31 LANIER AND COMPANY, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-10-01
Business code 541211
Sponsor’s telephone number 4073229241
Plan sponsor’s address 1120 W FIRST STREET SUITE A, SANFORD, FL, 32771

Signature of

Role Plan administrator
Date 2014-07-31
Name of individual signing DAVID P. LANIER, JR.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MCBROOM, DANA R Agent 720 Rodel Cove, Lake Mary, FL 32746

PRESIDENT

Name Role Address
MCBROOM, DANA R PRESIDENT 720 Rodel Cove, Lake Mary, FL 32746

TREASURER

Name Role Address
MCBROOM, DANA R TREASURER 720 Rodel Cove, Lake Mary, FL 32746

DIRECTOR

Name Role Address
MCBROOM, DANA R DIRECTOR 720 Rodel Cove, Lake Mary, FL 32746
RHOADES, STEFANY D DIRECTOR 720 Rodel Cove, Lake Mary, FL 32746

Vice President

Name Role Address
RHOADES, STEFANY D Vice President 720 Rodel Cove, Lake Mary, FL 32746

SECRETARY

Name Role Address
RHOADES, STEFANY D SECRETARY 720 Rodel Cove, Lake Mary, FL 32746

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-13 720 Rodel Cove, Lake Mary, FL 32746 No data
CHANGE OF MAILING ADDRESS 2024-02-13 720 Rodel Cove, Lake Mary, FL 32746 No data
REGISTERED AGENT ADDRESS CHANGED 2024-02-13 720 Rodel Cove, Lake Mary, FL 32746 No data
MERGER 2024-02-07 No data CORPORATION WAS PART OF A MERGER. QUALIFIED CORPORATION WAS P93000033067. MERGER NUMBER 700000250067
REGISTERED AGENT NAME CHANGED 2016-04-26 MCBROOM, DANA R No data

Documents

Name Date
ANNUAL REPORT 2024-02-13
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-02-11
ANNUAL REPORT 2020-05-07
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-24
ANNUAL REPORT 2017-02-03
ANNUAL REPORT 2016-04-26
ANNUAL REPORT 2015-04-22

Date of last update: 04 Feb 2025

Sources: Florida Department of State