ROSS LANIER DEIFIK SAFE HARBOR PLAN 401k Plan overview
| Plan Name | ROSS LANIER DEIFIK SAFE HARBOR PLAN |
| Plan identification number | 002 |
ROSS LANIER DEIFIK SAFE HARBOR PLAN Benefits
| 401k Plan Type | Defined 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.
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401k Sponsoring company profile
ROSS, LANIER & DEIFIK, P.A. has sponsored the creation of one or more 401k plans.
Additional information about ROSS, LANIER & DEIFIK, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1994-08-16 |
| Company Identification Number: | P94000061192 |
| Legal Registered Office Address: |
599 NINTH STREET NORTH
NAPLES
34102
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More information about ROSS, LANIER & DEIFIK, P.A.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan ROSS LANIER DEIFIK SAFE HARBOR PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 002 | 2023-01-01 | SUZANNE LANIER | 2024-05-22 | SUZANNE LANIER | 2024-05-22 |
| 002 | 2022-01-01 | SUZANNE LANIER | 2023-07-19 | | |
| 002 | 2021-01-01 | SUZANNE LANIER | 2022-06-01 | | |
| 002 | 2020-01-01 | SUZANNE LANIER | 2021-06-30 | | |
| 002 | 2019-01-01 | SUZANNE LANIER | 2020-07-15 | | |
| 002 | 2018-01-01 | TANIA MUSTACHI | 2019-06-13 | | |
| 002 | 2017-01-01 | TANIA MUSTACHI | 2018-06-15 | | |
| 002 | 2016-01-01 | TANIA MUSTACHI | 2017-06-21 | | |
| 002 | 2015-01-01 | SUZANNE D. LANIER | 2016-06-29 | | |
| 002 | 2014-01-01 | TANIA MUSTACHI | 2015-06-12 | | |
| 002 | 2013-01-01 | TANIA MUSTACHI | 2014-06-27 | | |
| 002 | 2012-01-01 | TANIA MUSTACHI | 2013-07-12 | | |
| 002 | 2011-01-01 | TANIA S. MUSTACHI | 2012-05-29 | | |
| 002 | 2010-01-01 | TANIA MUSTACHI | 2011-07-06 | | |
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