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Pension Partners, Inc.

Company Details

Name: Pension Partners, Inc.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Dissolved
Effective Date: 12 Jul 1991 (34 years ago)
Business ID: 581486
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 141 Summers Bay Dr.Ridgeland, MS 39157
Historical names: Marion Financial Inc.
PENSION PARTNERS, INC.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PENSION PARTNERS, INC. 401K SALARY SAVINGS PLAN 2019 640802797 2021-11-18 PENSION PARTNERS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019462696
Plan sponsor’s address 141 SUMMERS BAY DR, RIDGELAND, MS, 391579208

Signature of

Role Plan administrator
Date 2021-11-18
Name of individual signing CHARLES MARION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-18
Name of individual signing CHARLES MARION
Valid signature Filed with authorized/valid electronic signature
PENSION PARTNERS, INC. 401K SALARY SAVINGS PLAN 2018 640802797 2019-07-09 PENSION PARTNERS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6019462696
Plan sponsor’s mailing address 141 SUMMERS BAY DR, RIDGELAND, MS, 391579208
Plan sponsor’s address 141 SUMMERS BAY DR, RIDGELAND, MS, 391579208

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-07-09
Name of individual signing CHARLES MARION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-09
Name of individual signing CHARLES MARION
Valid signature Filed with authorized/valid electronic signature
PENSION PARTNERS, INC. 401K SALARY SAVINGS PLAN 2017 640802797 2018-01-31 PENSION PARTNERS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6013625872
Plan sponsor’s mailing address PO BOX 13408, JACKSON, MS, 392363408
Plan sponsor’s address 4500 I-55 NORTH, SUITE 279, JACKSON, MS, 39211

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-01-31
Name of individual signing CHARLES MARION
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-31
Name of individual signing CHARLES MARION
Valid signature Filed with authorized/valid electronic signature
PENSION PARTNERS, INC. 401(K) SALARY SAVINGS PLAN 2009 640802797 2010-04-21 PENSION PARTNERS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523900
Sponsor’s telephone number 6013625872
Plan sponsor’s address P. O. BOX 13408, JACKSON, MS, 39236

Plan administrator’s name and address

Administrator’s EIN 640802797
Plan administrator’s name PENSION PARTNERS, INC.
Plan administrator’s address P. O. BOX 13408, JACKSON, MS, 39236
Administrator’s telephone number 6013625872

Signature of

Role Plan administrator
Date 2010-04-19
Name of individual signing CHARLES F. MARION
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CHARLES F MARION Agent 4500 I-55 North, Suite 279;P O Box 13408, Jackson, MS 39211

Incorporator

Name Role Address
J Stephen Stubblefield Incorporator 1300 Deposit Guaranty Plz, 200 E Capitol St, Jackson, MS 39201

Director

Name Role Address
Charles F Marion Director 4500 I - 55 North Suite 279, Jackson, MS 39211

President

Name Role Address
Charles F Marion President 4500 I - 55 North Suite 279, Jackson, MS 39211

Filings

Type Status Filed Date Description
Dissolution Filed 2022-12-01 Dissolution For Pension Partners, Inc.
Annual Report Filed 2022-01-27 Annual Report For Pension Partners, Inc.
Annual Report Filed 2021-07-21 Annual Report For Pension Partners, Inc.
Annual Report Filed 2020-02-11 Annual Report For Pension Partners, Inc.
Annual Report Filed 2019-03-28 Annual Report For Pension Partners, Inc.
Annual Report Filed 2018-01-30 Annual Report For Pension Partners, Inc.
Annual Report Filed 2017-01-18 Annual Report For Pension Partners, Inc.
Annual Report Filed 2016-06-20 Annual Report For Pension Partners, Inc.
Annual Report Filed 2015-01-30 Annual Report For Pension Partners, Inc.
Amendment Form Filed 2014-02-18 Amendment

Date of last update: 22 Dec 2024

Sources: Mississippi Secretary of State