# Plansource Financial Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/plansource-financial-services-inc-593707284-512

> Plansource Financial Services, INC.'s Health & Welfare plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|337|$0|$0|$0|

| 2023|482|$0|$0|$0|

| 2022|485|$0|$0|$0|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plansource-financial-services-inc-593707284-512)

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