Plansource Financial Services 401(k) plan

Plansource Financial Services, Inc., Orlando, FL. EIN 59-3707284. Annual reports 2011–2024.

Plansource Financial Services, Inc. has one active retirement plan on file, the Plansource Financial Services, Inc. Retirement Savings Plan, with 3,364 participants and $80.7 million in assets in 2024. Transamerica has been its recordkeeper since 2011. No traditional pension plan appears in Plansource Financial Services's filings since 2011.

Active plans: 1
Participants: 3,364
Plan assets: $80.7 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Finance and insurance

The plan

Plansource Financial Services, Inc. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 59-3707284
Participants (2024): 3,364
Net assets (2024): $80.7 million
Recordkeeper: Transamerica2011–2024
Plan administrator: Plansource Financial Services, Inc.
101 South Garland Ave., Suite 203
Orlando, FL 32801
(800) 708-0602As filed for 2024
In effect since: June 1, 2011

Earlier plan names: Plansource Financial Services, Inc. Retirment Savings Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,364	$80.7 million	Transamerica
2023	4,953	$70.9 million	Transamerica
2022	5,311	$65.9 million	Transamerica
2021	4,663	$71.7 million	Transamerica
2020	4,667	$63.4 million	Transamerica
2019	1,748	$57.3 million	Transamerica
2018	5,460	$42.5 million	Transamerica
2017	5,718	$48.6 million	Transamerica
2016	3,610	$36.1 million	Transamerica
2015	3,429	$30.3 million	Transamerica
2014	3,955	$27.1 million	Transamerica
2013	3,397	$20.1 million	Transamerica
2012	2,751	$14.1 million	Transamerica
2011	2,479	$15.7 million	Transamerica

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Plansource Financial Services, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 708-0602). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Plansource Financial Services, Inc. Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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