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NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.

Company Details

Name: NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 23 Jun 1988 (37 years ago)
Identification Number: 000047688
ZIP code: 02891
County: Washington County
Purpose: FINANCIAL PLANNING
Principal Address: Google Maps Logo 9 GRANITE STREET, WESTERLY, RI, 02891, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MATTHEW L. LEWISS Agent 79 FRANKLIN STREET, WESTERLY, RI, 02891, USA

TREASURER

Name Role Address
MALCOLM A. MAKIN TREASURER 9 GRANITE STREET WESTERLY, RI 02891 USA

SECRETARY

Name Role Address
MALCOLM A. MAKIN SECRETARY 9 GRANITE STREET WESTERLY, RI 02891 USA

PRESIDENT

Name Role Address
MALCOLM A MAKIN PRESIDENT 9 GRANITE STREET WESTERLY, RI 02891 USA

DIRECTOR

Name Role Address
MALCOLM A. MAKIN DIRECTOR 9 GRANITE STREET WESTERLY, RI 02891 USA

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001540867
Phone:
401-596-2800

Latest Filings

Form type:
13F-HR
File number:
028-16464
Filing date:
2025-05-01
File:
Form type:
13F-HR
File number:
028-16464
Filing date:
2025-02-04
File:
Form type:
13F-HR
File number:
028-16464
Filing date:
2024-10-09
File:
Form type:
N-PX
File number:
028-16464
Filing date:
2024-08-01
File:
Form type:
13F-HR
File number:
028-16464
Filing date:
2024-08-01
File:

Form 5500 Series

Employer Identification Number (EIN):
050451292
Plan Year:
2023
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
16
Sponsors Telephone Number:

Filings

Number Name File Date
202454361890 Annual Report 2024-05-15
202443831450 Articles of Amendment 2024-01-08
202331004580 Annual Report 2023-03-16
202212739280 Annual Report 2022-03-14
202188985960 Annual Report 2021-02-01

USAspending Awards / Financial Assistance

Date:
2020-04-09
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:
326570.00
Total Face Value Of Loan:
326570.00

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
326570
Current Approval Amount:
326570
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
328592.92

Date of last update: 18 May 2025

Sources: Rhode Island Department of State