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 |
|
|