PLANSOURCE FINANCIAL SERVICES, INC.
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| Name: | PLANSOURCE FINANCIAL SERVICES, INC. |
| Jurisdiction: | Idaho |
| Legal type: | Foreign Business Corporation |
| Status: | Active-Good Standing |
| Date of registration: | 29 Sep 2016 (9 years ago) |
| Financial Date End: | 30 Sep 2025 |
| Branch of: | PLANSOURCE FINANCIAL SERVICES, INC., FLORIDA (Company Number P00000112152) |
| Entity Number: | 629017 |
| Place of Formation: | FLORIDA |
| File Number: | 629017 |
| Principal Address: | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 |
| Mailing Address: | SUITE 203 122 W. PINE STREET ORLANDO, FL 32801 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| Dayne Williams | President | 101 SOUTH GARLAND AVENUE, ORLANDO, FL 32801 | 2020-08-07 | 2022-09-06 |
| Thomas Signorello | President | 101 S GARLAND AVE, ORLANDO, FL 32801 | 2023-08-30 | No data |
| Nadeem Syed | President | 122 W. PINE STREET, ORLANDO, FL 32801 | 2024-08-06 | No data |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Tom Signorello | Director | 101 S. GARLAND AVENUE, ORLANDO, FL 32801 | 2023-08-30 |
| Michael E. Fosnaugh | Director | 101 S. GARLAND AVENUE, ORLANDO, FL 32801 | 2023-08-30 |
| Jeffrey R. Wilson | Director | 5 EMBARCADERO CTR. 20TH FLOOR, SAN FRANCISCO, CA 94111 | 2022-09-06 |
| Nadeem Syed | Director | 122 W. PINE STREET, ORLANDO, FL 32801 | 2024-08-06 |
| Michael E. Fosnaugh | Director | 122 W. PINE STREET, ORLANDO, FL 32801 | 2024-08-06 |
| Jeffrey R Wilson | Director | 4 EMBARCADERO CTR.,, SAN FRANCISCO, CA 94111 | 2024-08-06 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Patricia Barnard | Secretary | 122 W. PINE STREET, ORLANDO, FL 32801 | 2023-08-30 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Joy Whinery | Treasurer | 101 S GARLAND AVE, ORLANDO, FL 32801 | 2023-08-30 |
| Douglas Cunningham | Treasurer | 122 W. PINE STREET, ORLANDO, FL 32801 | 2024-08-06 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Jeffrey R. Wilson | Vice President | 4 EMBARCADERO CTR., SAN FRANCISCO, CA 94111 | 2023-08-30 |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 1305 12TH AVE RD, NAMPA, ID 83686 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005850231 | 2024-08-06 |
| Annual Report | 0005375650 | 2023-08-30 |
| Annual Report | 0004886295 | 2022-09-06 |
| Registered Agent Name/Address Change (mass change) | 0004645595 | 2022-03-08 |
| Registered Agent Name/Address Change (mass change) | 0004471052 | 2021-10-29 |
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Date of last update: 11 Jun 2025
Sources: Idaho Secretary of State