Plansource Financial Services, INC. Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Plansource Financial Services, INC.
  • Sponsor EIN: 593707284
  • Sponsor Address: 101 SOUTH GARLAND AVENUE, SUITE 203, ORLANDO, FL, 32801
  • Plan Type: Health & Welfare
  • Plan Number: 512
  • Total Participants: 337
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024337$0$0$0
2023482$0$0$0
2022485$0$0$0

Similar Plans