Plansource Financial Services, Inc.
North Carolina
Registered In
03/26/2013
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Plansource Financial Services, Inc. at 122 W Pine ST STE 203, Orlando, FL 32801 lists Nadeem Syed and Douglas Cunningham of Orlando, FL as associates.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
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Nadeem Syed
President
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122 W PINE ST STE 203, ORLANDO, FL 32801-3277
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Douglas Cunningham
Chief Financial Officer
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122 W PINE ST STE 203, ORLANDO, FL 32801-3277
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Patricia Barnard
Secretary
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122 W PINE ST STE 203, ORLANDO, FL 32801-3277
(View Past Addresses)
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122 W PINE ST 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 |
Benefit & Retirement Plans based on Form 5500.
Address Match:122 W Pine St Ste 203 Orlando, FL
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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 Administration, Inc.
Registered in North Carolina
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Orlando, FL | View Report | |
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Plansource Administrative Services, Inc.
Registered in Mississippi
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Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Mississippi
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Orlando, FL | View Report |
Related Business Names:
Address Match:122 W Pine St Orlando, FL
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Dynasty Forever LLC
Registered in Florida
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Sanford, FL Orlando, FL | View Report | |
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Vella Health Solutions LLC
Registered in Florida
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Mount Dora, FL Orlando, FL | View Report |
Person/City Match:Nadeem Syed - Orlando, FL
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Plansource Holdings, Inc.
Registered in Florida
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Orlando, FL | View Report |
Person/City Match:Douglas Cunningham - Orlando, FL
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Plansource Administrative Services, Inc.
Registered in Massachusetts
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Orlando, DE Orlando, FL | View Report | |
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Plansource Financial Services, Inc.
Registered in Massachusetts
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Orlando, DE Orlando, FL | View Report |
Person/City Match:Patricia Barnard - Orlando, FL
The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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