Plansource Financial Services, Inc.
Arizona
Registered In
02/13/2017
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Plansource Financial Services, Inc. at 8825 N 23rd Ave STE 100, Phoenix, Az 85021 lists Thomas Signorello and Patricia Barnard of Orlando, FL as associates.
Overview
Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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Corporation Service Company
Registered Agent
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8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
(Mailing)
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Thomas Signorello
CEO (Chief Executive Officer)
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Thomas Signorello
Director
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Patricia Barnard
Secretary
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Joy Whinery
CFO (Chief Financial Officer)
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
View Map
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
View Map
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Financials
Financial Information for Plansource Financial Services, Inc.
Form 5500
PLANSOURCE FINANCIAL SERVICES, INC.
101 South Garland Ave. Suite 203, Orlando, FL 32801 (800) 708-0602 EIN:59-3707284 Plan Admin:Sergio Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4,829 / 5,311 Assets BOY/EOY$71,660,418 / $65,858,538 | 2022 | PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 4,829 / 5,311 | $71,660,418 / $65,858,538 |
| 2021 | Plan NamePLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY4,832 / 4,663 Assets BOY/EOY$63,426,570 / $71,660,418 | 2021 | PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 4,832 / 4,663 | $63,426,570 / $71,660,418 |
| 2021 | Plan NamePLANSOURCE FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLAN Plan #512 Participants BOY/EOY611 / 0 Assets BOY/EOY$0 / $0 | 2021 | PLANSOURCE FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLAN - Plan #512 | 611 / 0 | $0 / $0 |
| 2020 | Plan NamePLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY1,966 / 4,667 Assets BOY/EOY$57,251,966 / $63,426,570 | 2020 | PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 1,966 / 4,667 | $57,251,966 / $63,426,570 |
| 2020 | Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VISION PLAN Plan #503 Participants BOY/EOY367 / 0 Assets BOY/EOY$0 / $0 | 2020 | PLANSOURCE FINANCIAL SERVICES, INC. VISION PLAN - Plan #503 | 367 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
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Person/City Match:Thomas Signorello - Orlando, FL
Person/City Match:Patricia Barnard - Orlando, FL
Person/City Match:Joy Whinery - Orlando, FL
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|
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|
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|
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|
Plansource Benefits Administration, Inc.
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|
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor
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