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PlanSource Financial Services Inc.

Branch

Company Details

Name: PlanSource Financial Services Inc.
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Foreign Corporation
Status: Active
Standing: Good
File Date: 10 Dec 2015 (9 years ago)
Organization Date: 04 Dec 2000 (24 years ago)
Authority Date: 10 Dec 2015 (9 years ago)
Last Annual Report: 17 May 2024 (8 months ago)
Branch of: PlanSource Financial Services Inc., FLORIDA (Company Number P00000112152)
Organization Number: 0938905
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
Principal Office: 122 W. Pine Street, Suite 203, Orlando, FL 32801
Place of Formation: FLORIDA

President

Name Role
Scott Carver President
Nadeem Syed President

Officer

Name Role
Dayne Williams Officer

CFO

Name Role
Shane Streufert CFO

Authorized Rep

Name Role
Dayne Williams Authorized Rep

Registered Agent

Name Role
CORPORATION SERVICE COMPANY Registered Agent

Secretary

Name Role
Patricia Barnard Secretary

Treasurer

Name Role
Douglas Cunningham Treasurer

Director

Name Role
Nadeem Syed Director
MICHAEL E. FOSNAUGH Director
Jeffrey R. Wilson Director
Robert F Smith Director

Assumed Names

Name Status Expiration Date
PlanSource Financial Services Inc. Active No data

Filings

Name File Date
Annual Report 2024-05-17
Principal Office Address Change 2024-05-17
Annual Report 2023-06-10
Annual Report 2022-05-20
Annual Report 2021-04-30
Annual Report 2020-05-14
Annual Report 2019-04-08
Annual Report Amendment 2018-04-17
Annual Report 2018-01-15
Annual Report 2017-04-25

Date of last update: 12 Jan 2025

Sources: Kentucky Secretary of State