Plansource Financial Services, Inc.

Orlando, FL

Missouri

Registered In

02/07/2017

Incorp. Date

Foreign

Registration Type

Florida

Foreign Jurisdiction

Company Summary

Plansource Financial Services, Inc. in Orlando, FL lists Thomas Signorello, of Orlando, FL and Jeffrey R. Wilson, of San Francisco, CA

Registered In: Missouri
Incorporation Date: 02/07/2017
Registration Type: Foreign
Foreign Jurisdiction: Florida
Company Type: Gen. Business - for Profit
Status: Good Standing
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Csc-Lawyers Incorporating Service Company Registered Agent	221 BOLIVAR ST, JEFFERSON CITY, MO 65101
Thomas Signorello, President	101 S GARLAND AVE, ORLANDO, FL 32801
Jeffrey R. Wilson, Vice President	4 EMBARCADERO CTR, SAN FRANCISCO, CA 94111
Jeffrey R. Wilson, Director	4 EMBARCADERO CTR, SAN FRANCISCO, CA 94111
Tom Signorello, Director	101 S GARLAND AVE, ORLANDO, FL 32801
Michael Fosnaugh, Director	101 S GARLAND AVE STE 203, ORLANDO, FL 32801 (View Past Addresses)
Patricia Barnard, Secretary	101 S GARLAND AVE STE 203, ORLANDO, FL 32801
Joy Whinery, Treasurer	101 S GARLAND AVE, ORLANDO, FL 32801

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

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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.

Address Match:101 S Garland Ave Orlando, FL

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Related Business Names:

Plansource Financial Services, Inc. Registered in Michigan	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in New York	Albany, NY	View Report
Plansource Financial Services, Inc. Registered in New Jersey		View Report
Plansource Financial Services, Inc. Registered in Ohio	Orlando, FL Upper Arlington, OH (1 more)	View Report
Plansource Financial Services, Inc. Registered in California	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Nevada	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Oregon	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Connecticut	Orlando, FL Tampa, FL	View Report
Plansource Financial Services, Inc. Registered in Virginia	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Utah	Orlando, FL Salt Lake City, UT	View Report
Plansource Financial Services, Inc. Registered in Minnesota	Roseville, MN	View Report
Plansource Financial Services, Inc. Registered in Idaho	Orlando, FL San Francisco, CA	View Report
Plansource Financial Services, Inc Registered in Georgia	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in North Carolina	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Alabama	Montgomery, AL Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in New Hampshire	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Colorado	Littleton, CO Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Texas	Orlando, FL	View Report

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

Plansource Administrative Services, Inc. Registered in Connecticut	Orlando, FL Tampa, FL	View Report
Plansource Benefits Administration, Inc. Registered in New Mexico	Hobbs, NM Orlando, FL (1 more)	View Report
Plansource Benefits Administration, Inc. Registered in Arizona	Orlando, FL Phoenix, AZ	View Report
Plansource Holdings, Inc. Registered in Florida	Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Idaho	Orlando, FL	View Report
Plansource Adminstrative Services, Inc. Registered in Utah	Midvale, UT Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Arkansas	Little Rock, AR Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Maine	Augusta, ME Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Colorado	Littleton, CO Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in New Hampshire	Concord, NH Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Oklahoma	Oklahoma City, OK Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Colorado	Centennial, CO Orlando, FL	View Report

Person/City Match:Thomas Signorello - Orlando, FL

Plansource Administrative Services, Inc. Registered in Michigan	Lansing, MI East Lansing, MI (1 more)	View Report
Plansource Benefits Administration, Inc. Registered in Michigan	Lansing, MI East Lansing, MI (1 more)	View Report
Plansource Benefits Administration, Inc. Registered in West Virginia	Charleston, WV Attn Licensing Orlando, FL (1 more)	View Report
Plansource Administrative Services, Inc. Registered in Washington	Orlando, FL Tumwater, WA	View Report
Plansource Benefits Administration, Inc. Registered in Connecticut	Orlando, FL Hartford, CT	View Report
Plansource Benefits Administration, Inc. Registered in Vermont	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Nevada	Orlando, FL	View Report
Plansource Financial Services, Inc. Registered in Arizona	Orlando, FL Phoenix, AZ	View Report
Plansource Financial Services, Inc. Registered in Massachusetts	Orlando, DE Orlando, FL	View Report
Plansource Administrative Services Inc Registered in Minnesota	Roseville, MN	View Report
Plansource Benefits Administration, Inc. Registered in Minnesota	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Idaho	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Mississippi	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Missouri	Orlando, FL	View Report

Person/City Match:Jeffrey R Wilson - San Francisco, CA

Plansource Administrative Services, Inc. Registered in Massachusetts	Orlando, DE Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Missouri	Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Mississippi	Orlando, FL	View Report

Person/City Match:Michael Fosnaugh - Orlando, FL

Plansource Administrative Services, Inc. Registered in Texas	Austin, TX Orlando, FL	View Report
Complete Insurance Source, Inc. Registered in Florida	Orlando, FL	View Report
Plansource Nge, Inc. Registered in Florida	Chicago, IL Orlando, FL	View Report

Person/City Match:Patricia Barnard - Orlando, FL

Managedaca, LLC Registered in Michigan	Grand Rapids, MI Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Rhode Island	Orlando, FL (1 more)	View Report
Complete Insurance Source, Inc. Registered in Pennsylvania	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Oregon	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Pennsylvania	Orlando, FL	View Report
Plansource Administrative Services, Inc. Registered in Georgia	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Georgia	Orlando, FL	View Report
Plansource Benefits Administration, Inc. Registered in Texas	Orlando, FL	View Report
Complete Insurance Source, Inc. Registered in Texas	Orlando, FL	View Report

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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor

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