| Entity Name: | PLANSOURCE FINANCIAL SERVICES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
PLANSOURCE FINANCIAL SERVICES, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 07 Dec 2000 (24 years ago) |
| Last Event: | AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 03 Mar 2011 (14 years ago) |
| Document Number: | P00000112152 |
| FEI/EIN Number |
593707284
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 122 W. Pine Street, SUITE 203, ORLANDO, FL, 32801, US |
| Mail Address: | 122 W. Pine Street, SUITE 203, ORLANDO, FL, 32801, US |
| ZIP code: | 32801 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., ALABAMA | 000-382-539 | ALABAMA |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., NEW YORK | 5418951 | NEW YORK |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., MINNESOTA | 07a2f40d-6f70-e211-82ac-001ec94ffe7f | MINNESOTA |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., KENTUCKY | 0938905 | KENTUCKY |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., COLORADO | 20131083724 | COLORADO |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., CONNECTICUT | 1195563 | CONNECTICUT |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., IDAHO | 587923 | IDAHO |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., IDAHO | 629017 | IDAHO |
| Headquarter of | PLANSOURCE FINANCIAL SERVICES, INC., ILLINOIS | CORP_71085171 | ILLINOIS |
| Name | Role | Address |
|---|---|---|
| Morini Mike | Chief Executive Officer | 122 W. Pine Street, ORLANDO, FL, 32801 |
| Cunningham Douglas | ACTI | 122 W. Pine Street, ORLANDO, FL, 32801 |
| Zador Jennifer | Gene | 122 W. Pine Street, ORLANDO, FL, 32801 |
| CORPORATION SERVICE COMPANY | Agent | - |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-08-08 | 122 W. Pine Street, SUITE 203, ORLANDO, FL 32801 | - |
| CHANGE OF MAILING ADDRESS | 2024-08-08 | 122 W. Pine Street, SUITE 203, ORLANDO, FL 32801 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2024-02-09 | 1201 HAYS STREET, TALLAHASSEE, FL 32301 | - |
| REGISTERED AGENT NAME CHANGED | 2022-09-22 | CORPORATION SERVICE COMPANY | - |
| AMENDMENT AND NAME CHANGE | 2011-03-03 | PLANSOURCE FINANCIAL SERVICES, INC. | - |
| NAME CHANGE AMENDMENT | 2007-12-04 | COADVANTAGE FINANCIAL SERVICES, INC. | - |
| Name | Date |
|---|---|
| AMENDED ANNUAL REPORT | 2024-08-09 |
| AMENDED ANNUAL REPORT | 2024-08-08 |
| ANNUAL REPORT | 2024-02-09 |
| ANNUAL REPORT | 2023-02-02 |
| Reg. Agent Change | 2022-09-22 |
| ANNUAL REPORT | 2022-01-28 |
| AMENDED ANNUAL REPORT | 2021-09-16 |
| ANNUAL REPORT | 2021-02-05 |
| ANNUAL REPORT | 2020-01-21 |
| ANNUAL REPORT | 2019-02-07 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
