Plansource Financial Services, Inc. Retirement Savings Plan — Form 5500 plan (Plansource Financial Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plansource Financial Services, Inc. Retirement Savings Plan is a benefit plan reported by Plansource Financial Services, Inc. under EIN 59-3707284 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,468 participants and $70,902,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plansource Financial Services, Inc.
- EIN
- 59-3707284
- Plan number
- 001
- Plan type
- 3
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 5,468
- End-of-year plan assets
- $70,902,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,468 | H, C | 20241028064629NAL0003349713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,902,899
- Net assets (EOY)
- $70,902,899
- Net assets (BOY)
- $65,858,538
Income & contributions
- Employer contributions
- $2,447,176
- Participant contributions
- $7,523,356
- Total contributions
- $10,554,985
- Total income / additions
- $21,777,321
Expenses & distributions
- Benefits paid
- $8,518,979
- Administrative expenses
- $521,779
- Total expenses
- $9,102,016
- Net increase / (decrease)
- $12,675,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $278,996 | $0 | 2023 |
| Plansource Financial Services Inc | PLAN SPONSOR | $140,932 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $102,112 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plansource Financial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Transamerica Financial Life Ins Co — Schedule C compensation
- Plansource Financial Services Inc — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation