Ira Plan Partners LLC in Ohio lists Jill Banner as the associate.
|
Christopher L. Wetherbee
Registered Agent
|
3995 MEDINA RD STE 250, MEDINA, OH 44256
|
|
|
Jill Banner
|
| 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 |
| 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 |
|
Ira Plan Partners LLC
Registered in Massachusetts
|
Westlake, OH | View Report |