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The Slocum Agency, Inc.

Company Details

Name: The Slocum Agency, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 04 Jan 1961 (64 years ago)
Identification Number: 000012035
ZIP code: 02886
County: Kent County
Purpose: GENERAL REAL ESTATE & INSURANCE BROKERAGE & RELATED SERVICES
Fictitious names: Slocum Family of Services (trading name, 2022-10-25 - )
Slocum Enterprises (trading name, 2022-10-25 - )
Nick Slocum Team (trading name, 2022-10-25 - )
Slocum Home Team (trading name, 2022-10-25 - )
Slocum (trading name, 2022-10-25 - )
Slocum Real Estate & Insurance (trading name, 2022-02-07 - )
Slocum Insurance (trading name, 2022-02-07 - )
Principal Address: Google Maps Logo 333 CENTERVILLE RD, WARWICK, RI, 02886, USA

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

PRESIDENT

Name Role Address
PHILIP C. SLOCUM PRESIDENT 333 CENTERVILLE ROAD WARWICK, RI 02886 USA

SECRETARY & TREASURER

Name Role Address
PHILIP C SLOCUM SECRETARY & TREASURER 333 CENTERVILLE RD WARWICK, RI 02886 USA

VICE PRESIDENT

Name Role Address
NICHOLAS E SLOCUM VICE PRESIDENT 333 CENTERVILLE RD WARWICK, RI 02886 USA
CHRISTOPHER R SLOCUM VICE PRESIDENT 333 CENTERVILLE RD WARWICK, RI 02886 USA

Agent

Name Role Address
EVERETT A. PETRONIO, JR., ESQ. Agent 931 JEFFERSON BOULEVARD SUITE 2004, WARWICK, RI, 02886, USA

Form 5500 Series

Employer Identification Number (EIN):
050298569
Plan Year:
2020
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
12
Sponsors Telephone Number:

Filings

Number Name File Date
202447314670 Annual Report 2024-02-26
202331396630 Annual Report 2023-03-22
202224279060 Fictitious Business Name Statement 2022-10-25
202224278900 Fictitious Business Name Statement 2022-10-25
202224278720 Fictitious Business Name Statement 2022-10-25

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2025-05-02
Action:
InitialFiling

Parties

Party Name:
4372 POST RD LLC
Party Role:
Debtor(s)
Party Name:
The Slocum Agency, Inc.
Party Role:
Debtor(s)
Party Name:
SHOREHAM BANK
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2025-05-02
Action:
InitialFiling

Parties

Party Name:
The Slocum Agency, Inc.
Party Role:
Debtor(s)
Party Name:
SHOREHAM BANK
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 AMENDMENT
UCC Filing Number:
Filing Date:
2024-03-28
Action:
DebtorChange

Parties

Party Name:
The Slocum Agency, Inc.
Party Role:
Debtor(s)
Party Name:
THE SOLCUM AGENCY, INC.
Party Role:
Debtor(s)

Expenditures

Agency Date Program Subprogram Amount
Department of Labor and Training 2024-11-08 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 1816.5
Department of Labor and Training 2024-10-18 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 4833.36
Department of Labor and Training 2024-10-08 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 3996.3
Department of Labor and Training 2024-08-27 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 12336.24
Department of Labor and Training 2024-07-02 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 10357.2

USAspending Awards / Financial Assistance

Date:
2024-03-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE BUT CAN DEMONSTRATE AN ABILITY TO REPAY LOANS IF GRANTED, IN A TIMELY MANNER. THE SBA GUARANTEES 7(A) PROGRAM LOANS THROUGH VARIOUS LOAN PROCESSING METHODS INCLUDING: (1) STANDARD 7(A) LOANS; (2) 7(A) SMALL LOANS; (3) SBAEXPRESS LOANS; (4) CAPLINE LOANS; (5) THE QUALIFIED EMPLOYEE TRUSTS (ESOP); (6) EXPORT EXPRESS; (7)EXPORT WORKING CAPITAL PROGRAM (EWCP); (8) INTERNATIONAL TRADE, AND (9) PILOT (TEMPORARY) PROGRAMS. DELIVERABLES: LOAN GUARANTEES EXPECTED OUTCOMES: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES AND, IN CERTAIN CIRCUMSTANCES, TO QUALIFIED EMPLOYEE TRUSTS (ESOPS). INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
150152.00
Total Face Value Of Loan:
150152.00
Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
170067.55
Total Face Value Of Loan:
0.00
Date:
2017-07-10
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
75000.00
Total Face Value Of Loan:
75000.00

Paycheck Protection Program

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
150152
Current Approval Amount:
150152
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
152103.98

Date of last update: 17 May 2025

Sources: Rhode Island Department of State