Plansource Financial Services, Inc.

Orlando, FL

Colorado

Registered In

02/05/2013

Incorp. Date

Foreign

Registration Type

Florida

Foreign Jurisdiction

Company Summary

Plansource Financial Services, Inc. in Orlando, FL was registered on 02/05/2013. It is listed at 101 S Garland Ave STE 203, Orlando, FL 32801.

Registered In: Colorado
Incorporation Date: 02/05/2013
Registration Type: Foreign
Foreign Jurisdiction: Florida
Company Type: Foreign Corporation
Status: Good Standing
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Corporation Service Company Registered Agent

1900 W LITTLETON BLVD, LITTLETON, CO 80120 (View Past Addresses)

101 S GARLAND AVE STE 203, ORLANDO, FL 32801 View Map

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
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY CRITICAL ILLNESS PLAN Plan #509 Participants BOY/EOY132 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY CRITICAL ILLNESS PLAN - Plan #509	132 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. LEGAL PLAN Plan #511 Participants BOY/EOY149 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. LEGAL PLAN - Plan #511	149 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN Plan #507 Participants BOY/EOY149 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN - Plan #507	149 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. DENTAL PLAN Plan #502 Participants BOY/EOY443 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. DENTAL PLAN - Plan #502	443 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN Plan #501 Participants BOY/EOY464 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN - Plan #501	464 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN Plan #508 Participants BOY/EOY157 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN - Plan #508	157 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN Plan #510 Participants BOY/EOY463 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN - Plan #510	463 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. LTD PLAN Plan #505 Participants BOY/EOY558 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. LTD PLAN - Plan #505	558 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. LIFE AND ADD PLAN Plan #504 Participants BOY/EOY553 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. LIFE AND ADD PLAN - Plan #504	553 / 0	$0 / $0
2020	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VOL LIFE PLAN Plan #506 Participants BOY/EOY447 / 0 Assets BOY/EOY$0 / $0	2020	PLANSOURCE FINANCIAL SERVICES, INC. VOL LIFE PLAN - Plan #506	447 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY5,545 / 1,748 Assets BOY/EOY$42,477,715 / $57,251,966	2019	PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN - Plan #001	5,545 / 1,748	$42,477,715 / $57,251,966
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. LTD PLAN Plan #505 Participants BOY/EOY605 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. LTD PLAN - Plan #505	605 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN Plan #508 Participants BOY/EOY174 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN - Plan #508	174 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VOL LIFE PLAN Plan #506 Participants BOY/EOY488 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. VOL LIFE PLAN - Plan #506	488 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VISION PLAN Plan #503 Participants BOY/EOY426 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. VISION PLAN - Plan #503	426 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY CRITICAL ILLNESS PLAN Plan #509 Participants BOY/EOY146 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY CRITICAL ILLNESS PLAN - Plan #509	146 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN Plan #507 Participants BOY/EOY171 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN - Plan #507	171 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. LEGAL PLAN Plan #511 Participants BOY/EOY157 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. LEGAL PLAN - Plan #511	157 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. LIFE AND ADD PLAN Plan #504 Participants BOY/EOY598 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. LIFE AND ADD PLAN - Plan #504	598 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN Plan #510 Participants BOY/EOY503 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN - Plan #510	503 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. DENTAL PLAN Plan #502 Participants BOY/EOY490 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. DENTAL PLAN - Plan #502	490 / 0	$0 / $0
2019	Plan NamePLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN Plan #501 Participants BOY/EOY508 / 0 Assets BOY/EOY$0 / $0	2019	PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN - Plan #501	508 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Address Match:101 S Garland Ave Ste 203 Orlando, FL

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Address Match:101 S Garland Ave Orlando, FL

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor

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