Theory Planning Partners, LLC

Washington
Registered In
04/03/2024
Incorp. Date
Foreign
Registration Type
Massachusetts
Foreign Jurisdiction

Company Summary

Theory Planning Partners, LLC at 5 Sapphire Rd, Marblehead, Ma 01945-1625 lists Kaitlyn M Carlson as the associate.

Registered In
Washington
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Massachusetts
Company Type
Foreign Limited Liability Company
Status
Active
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Registered Agent Solutions, Inc. Registered Agent
3400 CAPITOL BLVD SE STE 101, TUMWATER, WA 98501
Kaitlyn M Carlson
5 SAPPHIRE RD, MARBLEHEAD, MA 01945-1625 View Map

Financial Information for Theory Planning Partners, LLC

Form 5500

THEORY PLANNING PARTNERS LLC

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.
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The following government agencies have contributed data:

Washington Secretary of State U.S. Department of Labor
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