401k Plan data: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN plan

PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 401k Plan overview

Plan Name	PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN
Plan identification number	501

PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

PLANSOURCE FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PLANSOURCE FINANCIAL SERVICES, INC.

Employer identification number (EIN): 593707284

NAIC Classification: 523900

Additional information about PLANSOURCE FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2000-12-07

Company Identification Number: P00000112152

Legal Registered Office Address: 101 S. GARLAND AVE

ORLANDO

32801

More information about PLANSOURCE FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2020-11-01 SHARON BRAND 2022-05-28
501 2019-11-01 JAGDISH CHUGANI 2021-05-06
501 2018-11-01 JAGDISH CHUGANI 2020-05-12
501 2017-11-01 JAGDISH CHUGANI 2019-04-02
501 2016-11-01 JAGDISH CHUGANI
501 2015-11-01 JENNY SCHMIDT
501 2014-11-01 ASHLEY NOTTI
501 2013-11-01 ASHLEY NOTTI
501 2012-11-01 JENNIFER SCHMIDT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2020-11-01	SHARON BRAND	2022-05-28
501	2019-11-01	JAGDISH CHUGANI	2021-05-06
501	2018-11-01	JAGDISH CHUGANI	2020-05-12
501	2017-11-01	JAGDISH CHUGANI	2019-04-02
501	2016-11-01	JAGDISH CHUGANI
501	2015-11-01	JENNY SCHMIDT
501	2014-11-01	ASHLEY NOTTI
501	2013-11-01	ASHLEY NOTTI
501	2012-11-01	JENNIFER SCHMIDT

Plan Statistics for PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN

401k plan membership statisitcs for PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN

Measure Date Value
2020: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 464
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 489
Number of retired or separated participants receiving benefits 2020-11-01 7
Number of other retired or separated participants entitled to future benefits 2020-11-01 0
Total of all active and inactive participants 2020-11-01 496
Number of employers contributing to the scheme 2020-11-01 0
2019: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 508
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 464
Number of retired or separated participants receiving benefits 2019-11-01 23
Number of other retired or separated participants entitled to future benefits 2019-11-01 0
Total of all active and inactive participants 2019-11-01 487
Number of employers contributing to the scheme 2019-11-01 0
2018: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 469
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 481
Number of retired or separated participants receiving benefits 2018-11-01 8
Number of other retired or separated participants entitled to future benefits 2018-11-01 0
Total of all active and inactive participants 2018-11-01 489
Number of employers contributing to the scheme 2018-11-01 0
2017: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 392
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 454
Number of retired or separated participants receiving benefits 2017-11-01 5
Number of other retired or separated participants entitled to future benefits 2017-11-01 0
Total of all active and inactive participants 2017-11-01 459
Number of employers contributing to the scheme 2017-11-01 0
2016: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 304
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 317
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 0
Total of all active and inactive participants 2016-11-01 317
2015: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 335
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 304
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 304
2014: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 109
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 258
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 258
2013: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 140
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 162
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 162
2012: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 139
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 139

Measure	Date	Value
2020: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	464
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	489
Number of retired or separated participants receiving benefits	2020-11-01	7
Number of other retired or separated participants entitled to future benefits	2020-11-01	0
Total of all active and inactive participants	2020-11-01	496
Number of employers contributing to the scheme	2020-11-01	0
2019: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	508
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	464
Number of retired or separated participants receiving benefits	2019-11-01	23
Number of other retired or separated participants entitled to future benefits	2019-11-01	0
Total of all active and inactive participants	2019-11-01	487
Number of employers contributing to the scheme	2019-11-01	0
2018: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	469
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	481
Number of retired or separated participants receiving benefits	2018-11-01	8
Number of other retired or separated participants entitled to future benefits	2018-11-01	0
Total of all active and inactive participants	2018-11-01	489
Number of employers contributing to the scheme	2018-11-01	0
2017: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	392
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	454
Number of retired or separated participants receiving benefits	2017-11-01	5
Number of other retired or separated participants entitled to future benefits	2017-11-01	0
Total of all active and inactive participants	2017-11-01	459
Number of employers contributing to the scheme	2017-11-01	0
2016: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	304
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	317
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	0
Total of all active and inactive participants	2016-11-01	317
2015: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	335
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	304
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	304
2014: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	109
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	258
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	258
2013: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	140
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	162
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	162
2012: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	139
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	139

Form 5500 Responses for PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN

2020: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2014: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2013: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2012: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	PLANSOURCE FINANCIAL SERVICES, INC.
Employer identification number (EIN):	593707284
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2000-12-07
Company Identification Number:	P00000112152
Legal Registered Office Address:	101 S. GARLAND AVE ORLANDO 32801