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  5. Loring Financial Planning & Investments, Inc.

Loring Financial Planning & Investments, Inc.

Company Details

Name: Loring Financial Planning & Investments, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 08 Apr 1999 (26 years ago)
Identification Number: 000105807
ZIP code: 02828
County: Providence County
Principal Address: 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA
Purpose: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT INCLUDING INDEPENDENT, COMPREHENSIVE FINANCIAL PLANNING ANALYSIS FOR INDIVIDUALS AND BUSINESSES.
NAICS: 523930 - Investment Advice
Fictitious names: Loring Advisory Group (trading name, 2007-01-17 - )

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LORING ADVISORY GROUP 401(K) PLAN 2023 050504676 2024-07-16 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2024-07-16
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-16
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2022 050504676 2023-10-13 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing COLLEEN FARLEYA1879314
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing COLLEEN FARLEYA1879314
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2021 050504676 2022-07-11 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2022-07-11
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-11
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2020 050504676 2021-07-22 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2021-07-22
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-22
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2019 050504676 2020-04-07 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2020-04-07
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-07
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2018 050504676 2019-03-21 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2019-03-21
Name of individual signing COLLEEN M FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-21
Name of individual signing COLLEEN M FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2017 050504676 2018-03-16 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2018-03-16
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-16
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2016 050504676 2017-05-09 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2017-05-09
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-09
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2015 050504676 2016-08-16 LORING FINANCIAL PLANNING & INVESTMENTS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, SUITE 4, GREENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2016-08-16
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-16
Name of individual signing COLLEEN FARLEY
Valid signature Filed with authorized/valid electronic signature
LORING ADVISORY GROUP 401(K) PLAN 2014 050504676 2015-09-09 LORING ADVISORY GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, STE 4, GRENVILLE, RI, 02828

Signature of
Role Plan administrator
Date 2015-09-09
Name of individual signing JEFFREY LORING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-09
Name of individual signing JEFFREY LORING
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/05/20140605141733P030372107219001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, STE 4, GREENVILLE, RI, 02828

Plan administrator’s name and address
Administrator’s EIN 050504676
Plan administrator’s name LORING ADVISORY GROUP
Plan administrator’s address 600 PUTNAM PIKE, STE 4, GREENVILLE, RI, 02828
Administrator’s telephone number 4019494196

Signature of
Role Plan administrator
Date 2014-06-05
Name of individual signing JEFFREY LORING
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/13/20130613160025P040329779521001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 4019494196
Plan sponsor’s address 600 PUTNAM PIKE, STE 4, GREENVILLE, RI, 02828

Plan administrator’s name and address
Administrator’s EIN 050504676
Plan administrator’s name LORING ADVISORY GROUP
Plan administrator’s address 600 PUTNAM PIKE, STE 4, GREENVILLE, RI, 02828
Administrator’s telephone number 4019494196

Signature of
Role Plan administrator
Date 2013-06-13
Name of individual signing JEFFREY LORING
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/08/20120508171555P040010239634001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523110
Plan sponsor’s address 600 PUTNAM PIKE, STE 4, GREENVILLE, RI, 02828

Plan administrator’s name and address
Administrator’s EIN 050504676
Plan administrator’s name LORING ADVISORY GROUP
Plan administrator’s address 600 PUTNAM PIKE, STE 4, GREENVILLE, RI, 02828
Administrator’s telephone number 4019494196

Signature of
Role Plan administrator
Date 2012-05-08
Name of individual signing JEFFREY LORING
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RICHARD J. LAND, ESQ. Agent ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
NICHOLAS ALEXANDER LORING PRESIDENT 600 PUTNAM PIKE, SUITE 4 GREENVILLE, RI 02828 USA

Filings

Number Name File Date
202453672050 Annual Report 2024-05-01
202332807900 Annual Report 2023-04-12
202211539160 Annual Report 2022-02-24
202193947870 Annual Report 2021-03-15
202033733490 Annual Report 2020-02-04
201986898050 Annual Report 2019-02-18
201856848640 Annual Report 2018-01-26
201745477430 Statement of Change of Registered/Resident Agent 2017-06-14
201731208590 Annual Report 2017-01-31
201691217270 Annual Report 2016-01-25

Related by officers

RICHARD J. LAND, ESQ.

Custom Group Insurance, Inc. The Black Pearl, Inc. Camirob Corp. Delta Consultants, Inc. Management Support Services, Inc. SHAILER & GREENE INC. Meltim, Inc. Ceimic Corporation Staffall, Inc. UP COUNTRY Inc.

Related by address

600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA

CMF ASSOCIATES, LLC Legatus Wealth, LLC Mowry Development, LLC The 401k Company, LLC

Date of last update: 08 Oct 2024

Sources: Rhode Island Department of State

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