Theorist, Inc.

Raleigh, NC

North Carolina

Registered In

10/08/2019

Incorp. Date

Company Summary

Theorist, Inc. at 4141 Parklake Ave STE 130, Raleigh, Nc 27612 lists Matthew Patrick of Raleigh, NC and Stephanie Patrick of Raliegh, NC as associates.

Overview

Registered In

North Carolina

Incorporation Date

10/08/2019

Company Type

Business Corporation

Status

Current-Active

Registration Type

Domestic

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SEC | EDGAR Trellis.Law Recent News

People

Matthew Patrick CEO	4141 PARKLAKE AVE STE 130, RALEIGH, NC 27612
Stephanie Patrick Chief Financial Officer	4141 PARKLAKE AVE STE 130, RALIEGH, NC 27612
Tim Scherer , Mr Vice President	Hauptstr. 26, Berlin, XX 10827

Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

4141 PARKLAKE AVE STE 130, RALEIGH, NC 27612 View Map

Financials

Financial Information for Theorist, Inc.

Form 5500

THEORIST, INC.

1000 Clovelly Court, Raleigh, Nc 27614 (919) 630-0957 EIN:37-1755720 Plan Admin:Stephanie Patrick

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 16 Assets BOY/EOY$407,075 / $521,246	2023	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 16	$407,075 / $521,246
2022	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,737,824 / $1,455,361	2022	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 8	$1,737,824 / $1,455,361
2022	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$476,834 / $407,075	2022	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	9 / 8	$476,834 / $407,075
2021	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,591,993 / $1,737,824	2021	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 8	$1,591,993 / $1,737,824
2021	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$421,854 / $476,834	2021	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 9	$421,854 / $476,834
2020	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,127,486 / $1,591,993	2020	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	8 / 8	$1,127,486 / $1,591,993
2020	Plan NameTHEORIST, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$66,203 / $421,854	2020	THEORIST, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 10	$66,203 / $421,854
2019	Plan NameTHEORIST, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$564,969 / $1,127,486	2019	THEORIST, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	6 / 6	$564,969 / $1,127,486
2019	Plan NameTHEORIST INC. 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$49,728 / $66,203	2019	THEORIST INC. 401(K)PROFIT SHARING PLAN - Plan #001	5 / 6	$49,728 / $66,203

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THEORIST INC

1000 Clovelly CT, RALEIGH, NC 27614-9489 Industry:Custom Computer Programming Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$151,500 Forgiven$153,156 LenderFirst-Citizens Bank & Trust Company Jobs7	04/10/2020	$151,500	$153,156	First-Citizens Bank & Trust Company	7

PPP Loans based on Paycheck Protection Program.

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Address Match:4141 Parklake Ave Raleigh, NC

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor • U.S. Small Business Administration