Plansource Financial Services, Inc.
New York
New York
Registered In
10/02/2018
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Plansource Financial Services, Inc. at Albany County lists C/O Corporation Service Company of Albany, NY and Dayne Williams of Orlando, FL as the associates.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Business Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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C/O Corporation Service Company
DOS Process
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80 STATE ST, ALBANY, NY 12207
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|
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Dayne Williams
CEO
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DAYNE WILLIAMS STE. 203, ORLANDO, FL 32801
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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Albany County
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:Dayne Williams - Orlando, FL
Related Business Names:
Sources
The following government agencies have contributed data:
• New York Department of State • U.S. Department of Labor
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