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  5. Compensation Planning Inc.

Compensation Planning Inc.

Headquarter

Company Details

Name: Compensation Planning Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 30 Apr 1980 (45 years ago)
Identification Number: 000004598
ZIP code: 02888
County: Kent County
Principal Address: 67 JEFFERSON BLVD, WARWICK, RI, 02888, USA
Purpose: DESIGN AND ADMINISTRATION OF QUALIFIED RETIREMENT PLANS
NAICS: 541990 - All Other Professional, Scientific, and Technical Services
Historical names: Compensation Planning Associates Incorporated

Links between entities

Type Company Name Company Number State
Headquarter of Compensation Planning Inc., FLORIDA F23000002701 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COMPENSATION PLANNING INC. 401(K) PLAN 2023 050386704 2024-10-13 COMPENSATION PLANNING INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2024-10-13
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-13
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2022 050386704 2023-10-16 COMPENSATION PLANNING INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2021 050386704 2022-10-16 COMPENSATION PLANNING INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2022-10-16
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-16
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2020 050386704 2021-09-01 COMPENSATION PLANNING INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2021-09-01
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-01
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2019 050386704 2020-07-17 COMPENSATION PLANNING INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2020-07-17
Name of individual signing JEFFREY A. BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-17
Name of individual signing JEFFREY A. BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2018 050386704 2019-04-01 COMPENSATION PLANNING INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2019-04-01
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-01
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2017 050386704 2018-03-14 COMPENSATION PLANNING INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2018-03-14
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-14
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2016 050386704 2017-04-12 COMPENSATION PLANNING INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2017-04-12
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-12
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2015 050386704 2016-03-29 COMPENSATION PLANNING INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2016-03-29
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-29
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
COMPENSATION PLANNING INC. 401(K) PLAN 2014 050386704 2015-04-14 COMPENSATION PLANNING INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2015-04-14
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-14
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/28/20140328125857P040314825793001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2014-03-28
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-03-28
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/26/20130726101633P040117982709001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2013-07-26
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-26
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/26/20120726080627P030001261316001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050386704
Plan administrator’s name COMPENSATION PLANNING INC.
Plan administrator’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4012235555

Signature of
Role Plan administrator
Date 2012-07-26
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-26
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/04/08/20110408132550P030182789808001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050386704
Plan administrator’s name COMPENSATION PLANNING INC.
Plan administrator’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4012235555

Signature of
Role Plan administrator
Date 2011-04-08
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-04-08
Name of individual signing JEFFREY BROWN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/26/20100726103827P030134929778001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1988-05-01
Business code 541990
Sponsor’s telephone number 4012235555
Plan sponsor’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050386704
Plan administrator’s name COMPENSATION PLANNING INC.
Plan administrator’s address 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4012235555

Signature of
Role Plan administrator
Date 2010-07-26
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-26
Name of individual signing JEFFREY A BROWN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JEFFREY A. BROWN Agent 67 JEFFERSON BOULEVARD, WARWICK, RI, 02888, USA

PRESIDENT

Name Role Address
GRANT E BROWN PRESIDENT 1 WEYMOUTH STREET PROVIDENCE, RI 02906 USA

TREASURER

Name Role Address
JEFFREY A BROWN TREASURER 538 MIDDLE ROAD EAST GREENWICH, RI 02818 USA

SECRETARY

Name Role Address
JEFFREY A BROWN SECRETARY 538 MIDDLE ROAD EAST GREENWICH, RI 02818 USA

CHAIRMAN OF THE BOARD

Name Role Address
JEFFREY A BROWN CHAIRMAN OF THE BOARD 538 MIDDLE ROAD EAST GREENWICH, RI 02818 USA

Events

Type Date Old Value New Value
Name Change 1998-09-01 Compensation Planning Associates Incorporated Compensation Planning Inc.

Filings

Number Name File Date
202444488220 Annual Report 2024-01-23
202326690150 Annual Report 2023-01-26
202213819350 Annual Report 2022-04-01
202190089320 Annual Report 2021-02-05
202033322180 Annual Report 2020-01-29
201987900310 Annual Report 2019-03-01
201858135900 Annual Report 2018-02-13
201731072010 Annual Report 2017-01-30
201690457550 Annual Report 2016-01-13
201554835780 Annual Report 2015-02-10

Related by officers

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JEFFREY A BROWN

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Related by address

No related companies by address

Date of last update: 05 Oct 2024

Sources: Rhode Island Department of State

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