Plansource Financial Services, Inc.
Virginia
Registered In
02/10/2017
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 Robert F Smith and Jeffrey R. Wilson as associates.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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Corporation Service Company
Registered Agent
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100 SHOCKOE SLIP FL 2, RICHMOND, VA 23219
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Robert F Smith
Chairman
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Jeffrey R. Wilson
Vice President
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Michael E Fosnaugh
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Tom Signorello
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Thomas Signorello
President Chie
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Patricia Barnard
Secretary Chie
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Showing 10 of 16 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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101 S GARLAND AVE STE 203, ORLANDO, FL 32801
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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Related Business Names:
Address Match:101 S Garland Ave Ste 203 Orlando, FL
Address Match:101 S Garland Ave Orlando, FL
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor
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