Plansource Financial Services, Inc.
Texas
Registered In
03/17/2015
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Plansource Financial Services, Inc. at 101 S Garland Ave STE 203, Orlando, FL 32801 lists Dayne Williams and Mike Cooper of Orlando, FL as associates.
Overview
Registered In
Texas
Incorporation Date
Company Type
Foreign For-Profit Corporation
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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Corporation Service Company D/B/A Csc-Lawyers Incorporating Service Company
Registered Agent
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211 E 7TH ST STE 620, AUSTIN, TX 78701
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Dayne Williams
CEO
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Mike Cooper
CHIEF FINANCIAL OFFICER
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Patricia Barnard
Director
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Dayne Williams
Director
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Mike Cooper
Director
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Patricia Barnard
Secretary
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Patricia Barnard
TREASURER
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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Map & Locations
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Sourced Enrollment, Inc.
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Orlando, FL |
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
Address Match:101 S Garland Ave Ste 203 Orlando, FL
Address Match:101 S Garland Ave Orlando, FL
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Plansource Administrative Services, Inc.
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Unique Homestays LLC
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Related Business Names:
Person/City Match:Dayne Williams - Orlando, FL
Person/City Match:Mike Cooper - 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 Financial Services, Inc.
Registered in Missouri
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Austin, TX Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Texas
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Orlando, FL | View Report | |
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Waypointe Fellowship, Inc.
Registered in Florida
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Orlando, FL | View Report | |
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Complete Insurance Source, Inc.
Registered in Texas
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Orlando, FL | View Report |
Person/City Match:Patricia Barnard - Orlando, FL
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Managedaca, LLC
Registered in Michigan
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Grand Rapids, MI Orlando, FL | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Michigan
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Lansing, MI East Lansing, MI (1 more) | View Report | |
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Plansource Administrative Services, Inc.
Registered in Washington
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Orlando, FL Tumwater, WA | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Connecticut
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Orlando, FL Hartford, CT | View Report | |
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Plansource Benefits Administration, Inc.
Registered in Pennsylvania
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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 |
Sources
The following government agencies have contributed data:
• Texas Comptroller of Public Accounts • U.S. Department of Labor
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