Plansource Financial Services, Inc.
Connecticut
Registered In
01/12/2016
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Plansource Financial Services, Inc. at 101 S Garland Avenue Suite 203 STE 203, Orlando, FL 32801 lists Patricia Barnard and Joy Whinery of Orlando, FL.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
Email
*********@plansource.com
Search Other Resources
People
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Corporation Service Company
Registered Agent
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225 ASYLUM ST FL 20TH, HARTFORD, CT 06103
(View Past Addresses)
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Patricia Barnard
Officer
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101 S GARLAND AVENUE SUITE 203 STE 203, ORLANDO, FL 32801
(View Past Addresses)
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Joy Whinery
Officer
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101 S GARLAND AVENUE SUITE 203 STE 203, ORLANDO, FL 32801
(View Past Addresses)
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Thomas Signorello
Officer;Director
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101 S GARLAND AVENUE SUITE 203 STE 203, ORLANDO, FL 32801
(View Past Addresses)
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Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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101 S GARLAND AVENUE SUITE 203 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.
Linked Companies
Related Business Names:
Person/City Match:Patricia Barnard - Orlando, FL
Person/City Match:Joy Whinery - Orlando, FL
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Plansource Administrative Services, Inc.
Registered in Michigan
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Lansing, MI East Lansing, MI (1 more) | View Report | |
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Plansource Benefits Administration, Inc.
Registered in West Virginia
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Charleston, WV Attn Licensing Orlando, FL (1 more) | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Arizona
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Orlando, FL Phoenix, AZ | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Vermont
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Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Florida
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Tallahassee, FL Orlando, FL | View Report | |
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Plansource Benefits Adminstration, Inc.
Registered in Washington
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Orlando, FL | View Report | |
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Plansource Financial Services, Inc.
Registered in Arizona
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Orlando, FL Phoenix, AZ | View Report | |
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Plansource Financial Services, Inc.
Registered in Massachusetts
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Orlando, DE Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Idaho
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Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in North Carolina
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Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in New Hampshire
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Concord, NH Orlando, FL | View Report |
Person/City Match:Thomas Signorello - Orlando, FL
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Plansource Benefits Administration, Inc.
Registered in Nevada
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Orlando, FL | View Report | |
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Plansource Administrative Services Inc
Registered in Minnesota
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Roseville, MN | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Minnesota
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Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Missouri
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Orlando, FL | View Report |
Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor
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