2023 Form 5500 filing — Plansource Financial Services, Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241028064629NAL0003349713001) for Plansource Financial Services, Inc. Retirement Savings Plan, reported by Plansource Financial Services, Inc. under EIN 59-3707284 and plan number 001. It reports 5,468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028064629NAL0003349713001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plansource Financial Services, Inc.
- EIN
- 59-3707284
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 5,468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,902,899
- Net assets (EOY)
- $70,902,899
- Employer contributions
- $2,447,176
- Participant contributions
- $7,523,356
- Total income / additions
- $21,777,321
- Benefits paid
- $8,518,979
- Administrative expenses
- $521,779
- Total expenses
- $9,102,016
- Net increase / (decrease)
- $12,675,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $278,996 | $0 |
| Plansource Financial Services Inc | PLAN SPONSOR | $140,932 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $102,112 | not reported in the loaded dataset |