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Lathrop Insurance, Inc.

Company Details

Name: Lathrop Insurance, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 21 Dec 1998 (26 years ago)
Identification Number: 000104020
ZIP code: 02891
County: Washington County
Principal Address: 33 CRESTVIEW DR, WESTERLY, RI, 02891, USA
Purpose: INSURANCE AGENCY

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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LATHROP INSURANCE, INC. LATHROP INSURANCE, INC. 401(K) PLAN 2023 050502632 2024-09-15 LATHROP INSURANCE, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 4015962525
Plan sponsor’s address 33 CRESTVIEW DR, WESTERLY, RI, 02891

Signature of

Role Plan administrator
Date 2024-09-15
Name of individual signing DANIEL LATHROP
Valid signature Filed with authorized/valid electronic signature
LATHROP INSURANCE, INC. LATHROP INSURANCE, INC. 401(K) PLAN 2022 050502632 2023-06-05 LATHROP INSURANCE, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 4015962525
Plan sponsor’s address 33 CRESTVIEW DR, WESTERLY, RI, 02891
LATHROP INSURANCE, INC. LATHROP INSURANCE, INC. 401(K) PLAN 2021 050502632 2022-08-01 LATHROP INSURANCE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 4015962525
Plan sponsor’s address 33 CRESTVIEW DR, WESTERLY, RI, 02891

Signature of

Role Plan administrator
Date 2022-08-01
Name of individual signing DANIEL LATHROP
Valid signature Filed with authorized/valid electronic signature
LATHROP INSURANCE, INC. LATHROP INSURANCE, INC. 401(K) PLAN 2020 050502632 2021-06-17 LATHROP INSURANCE, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 4015962525
Plan sponsor’s address 85A BEACH STREET, WESTERLY, RI, 02891

Agent

Name Role Address
JOHN H. LATHROP Agent 33 CRESTVIEW DRIVE, WESTERLY, RI, 02891, USA

PRESIDENT

Name Role Address
DANIEL L LATHROP PRESIDENT 1 WHALES VIEW DR WESTERL, RI 02891 USA

TREASURER

Name Role Address
DANIEL L LATHROP TREASURER 1 WHALES VIEW DR WESTERLY, RI 02891 USA

VICE PRESIDENT

Name Role Address
JAMES E KANE VICE PRESIDENT 1 CRICKET CIR WESTERLY, RI 02891 USA

DIRECTOR

Name Role Address
ALLISON R LATHROP DIRECTOR 1 WHALES VIEW DR WESTERLY, RI 02891 USA
JOHN H LATHROP DIRECTOR 47 WILLIAMS AVE WESTERLY, RI 02891 USA
DANIEL L LATHROP DIRECTOR 1 WHALES VIEW DR WESTERLY, RI 02891 USA
JAMES KANE DIRECTOR 1 CRICKET CIR WESTERLY, RI 02891 USA
HEIDI KANE DIRECTOR 1 CRICKET CIR WESTERLY, RI 02891 USA

Filings

Number Name File Date
202450684560 Statement of Change of Registered/Resident Agent Office 2024-04-10
202450683040 Statement of Change of Registered/Resident Agent 2024-04-10
202449679380 Revocation Notice For Failure to Maintain a Registered Office 2024-03-28
202445226650 Annual Report 2024-02-01
202448680990 Registered Office Not Maintained 2024-01-03
202334576750 Annual Report 2023-04-28
202207630350 Annual Report 2022-01-04
202196710750 Annual Report 2021-05-19
201930705340 Annual Report 2019-12-26
201883268000 Annual Report 2018-12-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4948527000 2020-04-04 0165 PPP 85 A Beach Street, WESTERLY, RI, 02891-2717
Loan Status Date 2021-03-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 131200
Loan Approval Amount (current) 131200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65777
Servicing Lender Name The Washington Trust Company of Westerly
Servicing Lender Address 23 Broad St, WESTERLY, RI, 02891-1879
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WESTERLY, WASHINGTON, RI, 02891-2717
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 65777
Originating Lender Name The Washington Trust Company of Westerly
Originating Lender Address WESTERLY, RI
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 132116.82
Forgiveness Paid Date 2021-02-12

Date of last update: 09 Apr 2025

Sources: Rhode Island Department of State