Theory Planning Partners, LLC

Charlotte, NC

North Carolina

Registered In

06/20/2023

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Theory Planning Partners, LLC at 13617 Merton Woods Ln, Charlotte, Nc 28273 lists Kaitlyn M. Carlson of Marblehead, MA as the associate.

Registered In

North Carolina

Incorporation Date

06/20/2023

Company Type

Limited Liability Company

Status

Current-Active

Registration Type

Foreign

Foreign Jurisdiction

Massachusetts

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Carlson, Kaitlyn Mcinnis Registered Agent	13617 MERTON WOODS LN, CHARLOTTE, NC 28273
Kaitlyn M. Carlson CEO	5 SAPPHIRE AVE, MARBLEHEAD, MA 01945

13617 MERTON WOODS LN, CHARLOTTE, NC 28273 View Map

Form 5500

17 State St. #2, Marblehead, Ma 01945 (617) 872-2790 EIN:85-0546875 Plan Admin:Kaitlyn Mcinnis Carlson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHEORY PLANNING PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 4 Assets BOY/EOY$0 / $30,684	2023	THEORY PLANNING PARTNERS LLC 401(K) PLAN - Plan #001	1 / 4	$0 / $30,684

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Theory Planning Partners, LLC Registered in Massachusetts	Marblehead, MA		View Report
Theory Planning Partners, LLC Registered in Washington	Marblehead, MA Tumwater, WA		View Report

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• North Carolina Secretary of State • U.S. Department of Labor