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  5. F. G. Lees & Son, Inc.

F. G. Lees & Son, Inc.

Company Details

Name: F. G. Lees & Son, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 12 Apr 1957 (68 years ago)
Identification Number: 000018963
ZIP code: 02908
County: Providence County
Principal Address: 161 ADMIRAL STREET, PROVIDENCE, RI, 02908, USA
Purpose: PLUMBING AND HEATING CONTRACTING 116

Industry & Business Activity

NAICS

238220 Plumbing, Heating, and Air-Conditioning Contractors

This industry comprises establishments primarily engaged in installing and servicing plumbing, heating, and air-conditioning equipment. Contractors in this industry may provide both parts and labor when performing work. The work performed may include new work, additions, alterations, maintenance, and repairs. Learn more at the U.S. Census Bureau

Companies doing Plumbing, heating, and air-conditioning contractors

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
F. G. LEES & SON, INC. 401(K) PLAN 2023 050279861 2024-06-17 F. G. LEES & SON, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2022 050279861 2023-05-10 F. G. LEES & SON, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2021 050279861 2022-09-06 F. G. LEES & SON, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2020 050279861 2021-06-15 F. G. LEES & SON, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2019 050279861 2020-04-17 F. G. LEES & SON, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2018 050279861 2019-06-17 F. G. LEES & SON, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2017 050279861 2018-07-12 F. G. LEES & SON, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2016 050279861 2017-07-15 F. G. LEES & SON, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2015 050279861 2016-07-12 F. G. LEES & SON, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02980
F. G. LEES & SON, INC. 401(K) PLAN 2014 050279861 2015-10-08 F. G. LEES & SON, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2015-10-08
Name of individual signing DAVID LUND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/14/20141014125130P030017366431001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2014-10-14
Name of individual signing DAVID LUND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015184040P040047988993001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing DAVID LUND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/26/20120726111432P030001291076001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908

Plan administrator’s name and address
Administrator’s EIN 050279861
Plan administrator’s name F. G. LEES & SON, INC.
Plan administrator’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908
Administrator’s telephone number 4014211358

Signature of
Role Plan administrator
Date 2012-07-26
Name of individual signing DAVID LUND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/08/16/20110816093557P040116248497001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 238220
Sponsor’s telephone number 4014211358
Plan sponsor’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908

Plan administrator’s name and address
Administrator’s EIN 050279861
Plan administrator’s name F. G. LEES & SON, INC.
Plan administrator’s address 161 ADMIRAL STREET, PROVIDENCE, RI, 02908
Administrator’s telephone number 4014211358

Signature of
Role Plan administrator
Date 2011-08-16
Name of individual signing DAVID LUND
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DAVID C. LUND Agent 161 ADMIRAL STREET, PROVIDENCE, RI, 02908, USA

TREASURER

Name Role Address
LAURA L. LUND TREASURER 1588 MAIN STREET #32 WEST WARWICK, RI 02893 USA

SECRETARY

Name Role Address
DEBORAH LEE LUND SECRETARY 97 HIGH HILL ROAD TIVERTON, RI 02878 USA

PRESIDENT

Name Role Address
NEAL D. LUND PRESIDENT 196 ANGELL ROAD LINCOLN,, RI 02865 USA

VICE PRESIDENT

Name Role Address
DEBORAH LEE LUND VICE PRESIDENT 97 HIGH HILL ROAD TIVERTON, RI 02878 USA
DEBORAH L. LUND VICE PRESIDENT 161 ADMIRAL STREET PROVIDENCE, RI 02908 UNI

DIRECTOR

Name Role Address
DAVID C. LUND DIRECTOR 400 NARRAGANSETT PARKWAY WARWICK, RI 02888 USA

Filings

Number Name File Date
202450173550 Annual Report 2024-04-04
202334551810 Annual Report 2023-04-28
202213683050 Annual Report 2022-03-29
202193919660 Annual Report 2021-03-12
202035570020 Annual Report 2020-02-28
201987853580 Annual Report 2019-02-28
201859400070 Annual Report 2018-02-28
201735223210 Annual Report 2017-03-01
201693537880 Annual Report 2016-03-01
201555953230 Annual Report 2015-02-27

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
307572164 0112300 2005-03-04 851 TIOGUE AVENUE, COVENTRY, RI, 02816
Inspection Type Complaint
Scope Complete
Safety/Health Safety
Close Conference 2005-03-04
Emphasis N: TRENCH
Case Closed 2005-11-28

Related Activity
Type Complaint
Activity Nr 205193774
Safety Yes

Violation Items
Citation ID 01001
Citaton Type Serious
Standard Cited 19260100 A
Issuance Date 2005-07-07
Abatement Due Date 2005-07-13
Current Penalty 375.0
Initial Penalty 750.0
Nr Instances 1
Nr Exposed 2
Related Event Code (REC) Complaint
Gravity 03
Citation ID 01002
Citaton Type Serious
Standard Cited 19260651 D
Issuance Date 2005-07-07
Abatement Due Date 2005-07-13
Current Penalty 375.0
Initial Penalty 750.0
Nr Instances 1
Nr Exposed 6
Related Event Code (REC) Complaint
Gravity 03
Citation ID 01003
Citaton Type Serious
Standard Cited 19260651 G01 I
Issuance Date 2005-07-07
Abatement Due Date 2005-07-13
Current Penalty 750.0
Initial Penalty 1500.0
Nr Instances 1
Nr Exposed 2
Related Event Code (REC) Complaint
Gravity 10
Citation ID 01004
Citaton Type Serious
Standard Cited 19260652 A01
Issuance Date 2005-07-07
Abatement Due Date 2005-07-13
Current Penalty 750.0
Initial Penalty 1500.0
Nr Instances 1
Nr Exposed 2
Related Event Code (REC) Complaint
Gravity 10
Citation ID 01005
Citaton Type Serious
Standard Cited 19260651 K01
Issuance Date 2005-07-07
Abatement Due Date 2005-07-13
Current Penalty 750.0
Initial Penalty 1500.0
Nr Instances 1
Nr Exposed 7
Related Event Code (REC) Complaint
Gravity 10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5002048902 2021-04-29 0165 PPS 161 Admiral St, Providence, RI, 02908-2607
Loan Status Date 2022-10-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 165534.75
Loan Approval Amount (current) 165534.75
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Providence, PROVIDENCE, RI, 02908-2607
Project Congressional District RI-01
Number of Employees 11
NAICS code 238220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 167757
Forgiveness Paid Date 2022-09-07
3787457203 2020-04-27 0165 PPP 161 Admiral Street, Providence, RI, 02908
Loan Status Date 2021-10-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9319.37
Loan Approval Amount (current) 165500.37
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Providence, PROVIDENCE, RI, 02908-0001
Project Congressional District RI-01
Number of Employees 11
NAICS code 238220
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 167753.9
Forgiveness Paid Date 2021-09-10

Related by officers

DEBORAH L. LUND

Roger Williams Energy Systems, Inc. The Lund-Lincoln Family Limited Partnership

Related by address

161 ADMIRAL STREET, PROVIDENCE, RI, 02908, USA

Roger Williams Energy Systems, Inc. R.I. BACKFLOW PREVENTORS, INC. DCL INVESTMENTS, LLC Avery Investment Properties, L.L.C. NKL, LLC

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State

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