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  5. Finkelman Insurance, Inc.

Finkelman Insurance, Inc.

Company Details

Name: Finkelman Insurance, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 30 Apr 1990 (35 years ago)
Identification Number: 000060250
ZIP code: 02888
County: Kent County
Principal Address: 120 LAVAN STREET, WARWICK, RI, 02888, USA
Purpose: INSURANCE BROKER AND AGENCY
Fictitious names: THE EGIS GROUP (trading name, 1997-04-14 - )

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

Companies doing Insurance agencies and brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2023 050453498 2024-02-13 FINKELMAN INSURANCE, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2022 050453498 2023-03-01 FINKELMAN INSURANCE, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2021 050453498 2022-02-21 FINKELMAN INSURANCE, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2020 050453498 2021-01-27 FINKELMAN INSURANCE, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 78 FOXGLOVE DR., CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2019 050453498 2020-04-21 FINKELMAN INSURANCE, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address C/O ROY FINKELMAN, 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2018 050453498 2019-04-15 FINKELMAN INSURANCE, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address C/O ROY FINKELMAN, 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2017 050453498 2018-01-26 FINKELMAN INSURANCE, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address C/O ROY FINKELMAN, 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2016 050453498 2017-05-24 FINKELMAN INSURANCE, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address C/O ROY FINKELMAN, 78 FOXGLOVE DRIVE, CRANSTON, RI, 02920
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2015 050453498 2016-11-22 FINKELMAN INSURANCE, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906
FINKELMAN INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2014 050453498 2015-11-24 FINKELMAN INSURANCE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050453498
Plan administrator’s name FINKELMAN INSURANCE, INC.
Plan administrator’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4012740303

Signature of
Role Plan administrator
Date 2015-11-24
Name of individual signing ROY FINKELMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/11/06/20141106110357P030084713377001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050453498
Plan administrator’s name FINKELMAN INSURANCE, INC.
Plan administrator’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4012740303

Signature of
Role Plan administrator
Date 2014-11-06
Name of individual signing ROY FINKELMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/01/15/20140115105056P040170165347001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050453498
Plan administrator’s name FINKELMAN INSURANCE, INC.
Plan administrator’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4012740303

Signature of
Role Plan administrator
Date 2014-01-15
Name of individual signing ROY FINKELMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/01/29/20130129110111P040003388146001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1976-01-01
Business code 524210
Sponsor’s telephone number 4012740303
Plan sponsor’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050453498
Plan administrator’s name FINKELMAN INSURANCE, INC.
Plan administrator’s address 81 SOUTH ANGELL STREET, PROVIDENCE, RI, 02906
Administrator’s telephone number 4012740303

Signature of
Role Plan administrator
Date 2013-01-29
Name of individual signing ROY FINKELMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/14/20100714141147P030373908609001.pdf
Three-digit plan number (PN) 001
Plan sponsor’s mailing address P.O. BOX 603377, PROVIDENCE, RI, 02906
Plan sponsor’s address P.O. BOX 603377, PROVIDENCE, RI, 02906

Plan administrator’s name and address
Administrator’s EIN 050453498
Plan administrator’s name FINKELMAN INSURANCE, INC
Plan administrator’s address P.O. BOX 603377, PROVIDENCE, RI, 02906

Agent

Name Role Address
DREW P. KAPLAN, ESQ. Agent ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
ALEX FINKELMAN PRESIDENT 120 LAVAN STREET WARWICK, RI 02888 USA

TREASURER

Name Role Address
ROY E FINKELMAN TREASURER 120 LAVAN ST WARWICK, RI 02888 USA

SECRETARY

Name Role Address
ROY E FINKELMAN SECRETARY 120 LAVAN ST WARWICK, RI 02888 USA

VICE PRESIDENT

Name Role Address
COREY FINKELMAN VICE PRESIDENT 120 LAVAN ST WARWICK, RI 02888 USA

CHAIRMAN

Name Role Address
ROY E. FINKELMAN CHAIRMAN 120 LAVAN ST. WARWICK, RI 02888 USA

Filings

Number Name File Date
202453580120 Annual Report 2024-05-01
202330784140 Annual Report 2023-03-14
202211137690 Annual Report 2022-02-18
202192452690 Annual Report 2021-02-22
202035551380 Annual Report 2020-02-28
201988463940 Annual Report - Amended 2019-03-12
201988277240 Annual Report 2019-03-07
201860618020 Annual Report 2018-03-20
201734659650 Annual Report 2017-02-24
201691257780 Annual Report 2016-01-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8021177201 2020-04-28 0165 PPP 120 LAVAN ST, Warwick, RI, 02888
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 168080
Loan Approval Amount (current) 168080
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Warwick, KENT, RI, 02888-0074
Project Congressional District RI-02
Number of Employees 10
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 169627.26
Forgiveness Paid Date 2021-04-14

Related by officers

DREW P. KAPLAN, ESQ.

JAI HOLDINGS, INC. Pawtucket Financial Corporation APEX WARWICK INC. CENTRAL ACCEPTANCE CO. TEKNOR COLOR COMPANY GERALD C. FINKELMAN, INC. CHARLES J. DE ANGELIS M.D., LTD. Mellion & Cappuccino, Inc. TRUEX INCORPORATED JBS Enterprises, Ltd.

ALEX FINKELMAN

Bear Marketing Services LLC

ROY E FINKELMAN

GERALD C. FINKELMAN, INC.

Related by address

120 LAVAN STREET, WARWICK, RI, 02888, USA

HERBERT L. EMERS, INC. BETTER BUSINESS BUREAU OF RHODE ISLAND, INC. The Better Business Bureau Foundation HAINEY INSURANCE LLC

Date of last update: 08 Apr 2025

Sources: Rhode Island Department of State

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