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  5. Sullivan Custom Planning, Inc.

Sullivan Custom Planning, Inc.

Company Details

Name: Sullivan Custom Planning, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 19 Feb 1999 (26 years ago)
Identification Number: 000105036
ZIP code: 02842
County: Newport County
Principal Address: 70 WYNDHAM HILL ROAD, MIDDLETOWN, RI, 02842, USA
Purpose: SPECIAL EVENT AND CONFERENCE PLANNING COMPANY
NAICS: 541490 - Other Specialized Design Services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2018 050504340 2019-09-24 SULLIVAN CUSTOM PLANNING INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2019-09-24
Name of individual signing SHARON SULLIVAN
Valid signature Filed with authorized/valid electronic signature
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2017 050504340 2018-07-12 SULLIVAN CUSTOM PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2018-07-12
Name of individual signing SHARON SULLIVAN
Valid signature Filed with authorized/valid electronic signature
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2016 050504340 2017-07-17 SULLIVAN CUSTOM PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2017-07-17
Name of individual signing SHARON SULLIVAN
Valid signature Filed with authorized/valid electronic signature
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2015 050504340 2016-08-29 SULLIVAN CUSTOM PLANNING INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2016-08-29
Name of individual signing SHARON SULLIVAN
Valid signature Filed with authorized/valid electronic signature
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2014 050504340 2015-06-01 SULLIVAN CUSTOM PLANNING INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2015-06-01
Name of individual signing SHARON SULLIVAN
Valid signature Filed with authorized/valid electronic signature
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2013 050504340 2014-07-17 SULLIVAN CUSTOM PLANNING INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2014-07-17
Name of individual signing SHARON SULLIVAN
Valid signature Filed with authorized/valid electronic signature
SULLIVAN CUSTOM PLANNING INC. 401 K PROFIT SHARING PLAN TRUST 2012 050504340 2013-08-22 SULLIVAN CUSTOM PLANNING INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561900
Sponsor’s telephone number 4017519900
Plan sponsor’s address 150 CHESTNUT ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2013-08-22
Name of individual signing SULLIVAN CUSTOM PLANNING INC.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SHARON E. SULLIVAN Agent 70 WYNDHAM HILL ROAD, MIDDLETOWN, RI, 02842, USA

PRESIDENT

Name Role Address
SHARON E. SULLIVAN PRESIDENT 70 WYNDHAM HILL ROAD MIDDLETOWN, RI 02842 USA

Filings

Number Name File Date
202444601520 Annual Report 2024-01-24
202327764120 Annual Report 2023-02-07
202213870900 Annual Report 2022-04-03
202213870810 Statement of Change of Registered/Resident Agent Office 2022-04-03
202213534640 Revocation Notice For Failure to Maintain a Registered Office 2022-03-28
202213486020 Registered Office Not Maintained 2022-02-01
202187535760 Annual Report 2021-01-21
202032460090 Annual Report 2020-01-15
201985101430 Annual Report 2019-01-24
201857097650 Annual Report 2018-01-30

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 08 Oct 2024

Sources: Rhode Island Department of State

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