0001651048-15-000001.txt : 20150821 0001651048-15-000001.hdr.sgml : 20150821 20150821155516 ACCESSION NUMBER: 0001651048-15-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20150821 DATE AS OF CHANGE: 20150821 EFFECTIVENESS DATE: 20150821 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PlanSource Holdings, Inc. CENTRAL INDEX KEY: 0001651048 IRS NUMBER: 900777437 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-246254 FILM NUMBER: 151068887 BUSINESS ADDRESS: STREET 1: 101 SOUTH GARLAND AVE CITY: ORLANDO STATE: FL ZIP: 32801 BUSINESS PHONE: 407-447-1853 MAIL ADDRESS: STREET 1: 101 SOUTH GARLAND AVE CITY: ORLANDO STATE: FL ZIP: 32801 D 1 primary_doc.xml X0707 D LIVE 0001651048 PlanSource Holdings, Inc. 101 SOUTH GARLAND AVE Suite 203 ORLANDO FL FLORIDA 32801 407-447-1853 DELAWARE None None Corporation true 2011 RANDALL SCHMIDT 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Director Tony MILLER 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Director Dayne WILLIAMS 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Executive Officer Director RUSSELL NEWTON 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Director John RILEY 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Director Scott CARVER 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Executive Officer Shane Streufert 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Executive Officer Christopher M Busby 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Director Matthew T Vettel 101 S. GARLAND AVE, SUITE 203 ORLANDO FL FLORIDA 32801 Director Other Technology Decline to Disclose 06b false 2015-08-12 false true false 0 WILLIAM BLAIR & COMPANY LLC 1252 WILLIAM BLAIR & COMPANY L.L.C. 1252 222 West Adams Street Chicago IL ILLINOIS 60606-5312 All States false 70000000 40000000 30000000 false 2 1700000 0 Based on current amount closed. 2750000 true Based upon issuer tender offer using initial closing proceeds. false PlanSource Holdings, Inc. Shane Streufert Shane Streufert CFO 2015-08-21