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E. F. Bishop Agency, Inc.

Company Details

Name: E. F. Bishop Agency, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 28 May 1965 (60 years ago)
Identification Number: 000002449
ZIP code: 02917
County: Providence County
Principal Address: 24 CEDAR SWAMP ROAD, SMITHFIELD, RI, 02917, USA
Purpose: INSURANCE AGENCY
Fictitious names: E F BISHOP GROUP (trading name, 2009-06-02 - )

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
E F BISHOP AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2023 050309136 2024-04-22 E F BISHOP AGENCY INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524150
Sponsor’s telephone number 4015682501
Plan sponsor’s address PO BOX 282, GREENVILLE, RI, 02828

Signature of

Role Plan administrator
Date 2024-04-22
Name of individual signing KATHARINE ROBERTS
Valid signature Filed with authorized/valid electronic signature
E F BISHOP AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 050309136 2021-06-26 E F BISHOP AGENCY INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524150
Sponsor’s telephone number 4014213210
Plan sponsor’s address 217 ANGELL ST, PROVIDENCE, RI, 02906

Signature of

Role Plan administrator
Date 2021-06-26
Name of individual signing KATHARINE ROBERTS
Valid signature Filed with authorized/valid electronic signature
E F BISHOP AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2018 050309136 2019-07-31 E F BISHOP AGENCY INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524150
Sponsor’s telephone number 4015682501
Plan sponsor’s address 217 ANGELL ST, PROVIDENCE, RI, 02906

Signature of

Role Plan administrator
Date 2019-07-31
Name of individual signing KATHARINE ROBERTS
Valid signature Filed with authorized/valid electronic signature
E F BISHOP AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2017 050309136 2018-07-20 E F BISHOP AGENCY INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524150
Sponsor’s telephone number 4015682501
Plan sponsor’s address 217 ANGELL ST, PROVIDENCE, RI, 02906

Signature of

Role Plan administrator
Date 2018-07-20
Name of individual signing KATHARINE L ROBERTS
Valid signature Filed with authorized/valid electronic signature
E F BISHOP AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2016 050309136 2017-07-07 E F BISHOP AGENCY INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524150
Sponsor’s telephone number 4014213210
Plan sponsor’s address 217 ANGELL ST, PROVIDENCE, RI, 02906

Signature of

Role Plan administrator
Date 2017-07-07
Name of individual signing KATHARINE ROBERTS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
EDWARD F. BISHOP Agent 217 ANGELL STREET, PROVIDENCE, RI, 02906, USA

PRESIDENT

Name Role Address
KATHARINE L ROBERTS PRESIDENT 24 CEDAR SWAMP ROAD SMITHFIELD, RI 02917 USA

TREASURER

Name Role Address
COLIN E BISHOP TREASURER 36 VALLEY ST CRANSTON, RI 02920 USA

SECRETARY

Name Role Address
KATHARINE L ROBERTS SECRETARY 24 CEDAR SWAMP ROAD SMITHFIELD, RI 02917 USA

VICE PRESIDENT

Name Role Address
LISA B TUCKERMAN VICE PRESIDENT 43 GARDINER PARK DR BOSEMAN, MT 59715 USA

Filings

Number Name File Date
202343293880 Annual Report 2023-12-11
202330219020 Annual Report 2023-03-08
202209483260 Annual Report 2022-02-05
202198686620 Annual Report 2021-06-26
202196716400 Revocation Notice For Failure to File An Annual Report 2021-05-19
202077705310 Annual Report 2020-11-28
202054939840 Revocation Notice For Failure to File An Annual Report 2020-09-16
201900130510 Annual Report 2019-06-28
201863508580 Annual Report 2018-05-03
201738177240 Annual Report 2017-03-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1778327307 2020-04-28 0165 PPP 217 Angell Street, Providence, RI, 02906
Loan Status Date 2021-04-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 90045
Loan Approval Amount (current) 90045
Undisbursed Amount 0
Franchise Name -
Lender Location ID 84894
Servicing Lender Name Santander Bank, National Association
Servicing Lender Address 824 N Market St, Ste 100, WILMINGTON, DE, 19801-4937
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Providence, PROVIDENCE, RI, 02906-0003
Project Congressional District RI-01
Number of Employees 9
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 84894
Originating Lender Name Santander Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 90790.03
Forgiveness Paid Date 2021-03-03

Date of last update: 05 Apr 2025

Sources: Rhode Island Department of State