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  5. JON BARRETT ASSOCIATES, INC.

JON BARRETT ASSOCIATES, INC.

Company Details

Name: JON BARRETT ASSOCIATES, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 05 Nov 1993 (31 years ago)
Identification Number: 000074539
ZIP code: 02840
County: Newport County
Principal Address: 449 THAMES STREET UNIT 309, NEWPORT, RI, 02840, USA
Purpose: YACHT CONSTRUCTION MANAGEMENT, YACHT OPERATIONS MANAGEMENT & YACHT CHARTER AND BROKERAGE.
Fictitious names: JBA YACHTS (trading name, 2021-03-14 - )
JBA YACHTS (trading name, 2021-03-14 - 2024-12-12)

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2023 050474585 2024-06-17 JON BARRETT ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX 30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2024-06-17
Name of individual signing JAMES L. SHAW
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2022 050474585 2023-06-15 JON BARRETT ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX 30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing JAMES L. SHAW
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2021 050474585 2023-02-09 JON BARRETT ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX 30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2023-02-09
Name of individual signing JAMES L. SHAW
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2020 050474585 2021-10-15 JON BARRETT ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing JAMES L. SHAW
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2019 050474585 2020-07-19 JON BARRETT ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2020-07-19
Name of individual signing JON M. BARRETT
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2018 050474585 2019-07-22 JON BARRETT ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing JON M. BARRETT
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2017 050474585 2018-07-07 JON BARRETT ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2018-07-07
Name of individual signing JAMES MERKEL
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2016 050474585 2017-07-31 JON BARRETT ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2017-07-31
Name of individual signing JAMES MERKEL
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2015 050474585 2016-07-15 JON BARRETT ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, P.O. BOX30, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing JAMES MERKEL
Valid signature Filed with authorized/valid electronic signature
JON BARRETT ASSOCIATES, INC. PROFIT SHARING PLAN 2014 050474585 2015-06-30 JON BARRETT ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2015-06-30
Name of individual signing JAMES MERKEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/25/20140725121446P030017934319001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing JAMES MERKEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/28/20130628080641P030272986563001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 4018468226
Plan sponsor’s address 449 THAMES STREET, UNIT 309, NEWPORT, RI, 02840

Signature of
Role Plan administrator
Date 2013-06-28
Name of individual signing JON M. BARRETT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JON BARRETT Agent 78 CATHERINE STREET, NEWPORT, RI, 02840, USA

PRESIDENT

Name Role Address
JON M BARRETT PRESIDENT PO BOX 630 NEWPORT, RI 02840 USA

DIRECTOR

Name Role Address
MAUREEN C BARRETT DIRECTOR PO BOX 630 NEWPORT, RI 02840 USA
JON M BARRETT DIRECTOR PO BOX 630 NEWPORT, RI 02840 USA

Filings

Number Name File Date
202447270110 Annual Report 2024-02-26
202328746350 Annual Report 2023-02-17
202213679710 Annual Report 2022-03-29
202193900640 Fictitious Business Name Statement 2021-03-14
202190267070 Annual Report 2021-02-07
202030931060 Annual Report 2020-01-02
201984455480 Annual Report 2019-01-15
201856185970 Annual Report 2018-01-16
201734175970 Annual Report 2017-02-16
201589377970 Annual Report 2015-12-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8339587108 2020-04-15 0165 PPP 449 Thames Street 309, Newport, RI, 02840
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 92600
Loan Approval Amount (current) 92600
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Newport, NEWPORT, RI, 02840-0001
Project Congressional District RI-01
Number of Employees 5
NAICS code 541611
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 93635.09
Forgiveness Paid Date 2021-06-17

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Date of last update: 08 Apr 2025

Sources: Rhode Island Department of State

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