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Plansource Financial Services, Inc.

Orlando, FL
Ohio
Registered In
07/01/2013
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Plansource Financial Services, Inc. in Orlando, FL was registered on 07/01/2013. It is listed at 111 W Jefferson St, Orlando, FL 32801.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Foreign Corporation
Status
A
Registration Type
Foreign
Foreign Jurisdiction
Florida
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People

Corporation Service Company Registered Agent
3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221 (View Past Addresses)

Map & Locations

111 W JEFFERSON ST, ORLANDO, FL 32801 View Map

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
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:111 W Jefferson St 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 Washington
Orlando, FL Tumwater, WA 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 Florida
Orlando, FL Tallahassee, 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
View More in Orlando, FL

Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor
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