Ira Plan Partners LLC

Ohio
Registered In
12/10/2013
Incorp. Date

Company Summary

Ira Plan Partners LLC in Ohio lists Jill Banner as the associate.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
A
Registration Type
Domestic
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People

Christopher L. Wetherbee Registered Agent
3995 MEDINA RD STE 250, MEDINA, OH 44256
Jill Banner
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Financials

Financial Information for Ira Plan Partners LLC

Form 5500

IRA PLAN PARTNERS, LLC

28011 Clemens Rd STE B, Westlake, Oh 44145 (440) 484-5566 EIN:46-4246162
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameIRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST Plan #003 Participants BOY/EOY2 / 3 Assets BOY/EOY$1,061,496 / $1,447,007 2022 IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #003 2 / 3 $1,061,496 / $1,447,007
2022 Plan NameIRA PLAN PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$178,127 / $167,149 2022 IRA PLAN PARTNERS LLC 401(K) PLAN - Plan #001 4 / 4 $178,127 / $167,149
2021 Plan NameIRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$694,718 / $1,061,496 2021 IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #003 2 / 2 $694,718 / $1,061,496
2021 Plan NameIRA PLAN PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$125,545 / $178,127 2021 IRA PLAN PARTNERS LLC 401(K) PLAN - Plan #001 5 / 4 $125,545 / $178,127
2020 Plan NameIRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST Plan #003 Participants BOY/EOY2 / 2 Assets BOY/EOY$346,525 / $694,718 2020 IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #003 2 / 2 $346,525 / $694,718
2020 Plan NameIRA PLAN PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$80,893 / $125,545 2020 IRA PLAN PARTNERS LLC 401(K) PLAN - Plan #001 6 / 5 $80,893 / $125,545
2019 Plan NameIRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST Plan #003 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $346,525 2019 IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #003 0 / 2 $0 / $346,525
2019 Plan NameIRA PLAN PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 6 Assets BOY/EOY$0 / $80,892 2019 IRA PLAN PARTNERS LLC 401(K) PLAN - Plan #001 0 / 6 $0 / $80,892
Benefit & Retirement Plans based on Form 5500.
PPP Loans

IRA PLAN PARTNERS LLC

28011 Clemens Rd Ste B, Westlake, OH 44145-1139 Industry:Other Accounting Services Veteran:No
Loan Date Approved Forgiven Lender Jobs
05/29/2021 Approved$78,650 Forgiven$79,210 LenderSouthwestern National Bank Jobs7 05/29/2021 $78,650 $79,210 Southwestern National Bank 7
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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