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  5. CORTLAND FINANCIAL SERVICES, INC.

CORTLAND FINANCIAL SERVICES, INC.

Company Details

Name: CORTLAND FINANCIAL SERVICES, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 10 Jan 2003 (22 years ago)
Identification Number: 000129308
ZIP code: 02865
County: Providence County
Principal Address: 640 GEORGE WASHINGTON HWY BLDG B SUITE 203, LINCOLN, RI, 02865, USA
Purpose: PROVIDE INVESTMENT, RETIREMENT & FINANCIAL PLANNING SERVICES TO CONSUMERS.
NAICS: 523930 - Investment Advice

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2023 043721091 2024-07-19 CORTLAND FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B, SUITE 203, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2024-07-19
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2022 043721091 2023-07-14 CORTLAND FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B, SUITE 203, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2023-07-14
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2021 043721091 2022-09-27 CORTLAND FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B UNIT B1, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2022-09-27
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2020 043721091 2021-06-30 CORTLAND FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B UNIT B1, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2019 043721091 2020-07-21 CORTLAND FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B UNIT B1, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2017 043721091 2018-10-05 CORTLAND FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B UNIT B1, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2018-10-05
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2016 043721091 2017-10-12 CORTLAND FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4019493755
Plan sponsor’s address 640 GEORGE WASHINGTON HIGHWAY, BUILDING B UNIT B1, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2017-10-12
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SERVICES RETIRMENT PLAN 2015 043721091 2016-10-12 CORTLAND FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4012708253
Plan sponsor’s address 1559 HARTFORD AVENUE, JOHNSTON, RI, 02919

Signature of
Role Plan administrator
Date 2016-10-12
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SVCS RETIRMENT PLAN 2014 043721091 2015-10-15 CORTLAND FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4019493755
Plan sponsor’s address 1559 HARTFORD AVENUE, JOHNSTON, RI, 02919

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
CORTLAND FINANCIAL SERVICES,INC. D/B/A PAUL SANTUCCI FINANCIAL SVCS RETIRMENT PLAN 2012 043721091 2013-09-25 CORTLAND FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4019493755
Plan sponsor’s DBA name PAUL SANTUCCI FINANCIAL SVCS.
Plan sponsor’s address 1559 HARTFORD AVENUE, JOHNSTON, RI, 02919

Signature of
Role Plan administrator
Date 2013-09-25
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/27/20120927123417P030004345429001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4019493755
Plan sponsor’s DBA name PAUL SANTUCCI FINANCIAL SVCS.
Plan sponsor’s address 1559 HARTFORD AVENUE, JOHNSTON, RI, 02919

Plan administrator’s name and address
Administrator’s EIN 043721091
Plan administrator’s name CORTLAND FINANCIAL SERVICES, INC.
Plan administrator’s address 1559 HARTFORD AVENUE, JOHNSTON, RI, 02919
Administrator’s telephone number 4019493755

Signature of
Role Plan administrator
Date 2012-09-27
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/15/20110915100147P030608923376001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4019493755
Plan sponsor’s DBA name PAUL SANTUCCI FINANCIAL SVCS.
Plan sponsor’s address 1559 HARTFORD AVE, JOHNSTON, RI, 029193225

Plan administrator’s name and address
Administrator’s EIN 043721091
Plan administrator’s name CORTLAND FINANCIAL SERVICES, INC.
Plan administrator’s address 1559 HARTFORD AVE, JOHNSTON, RI, 029193225
Administrator’s telephone number 4019493755

Signature of
Role Plan administrator
Date 2011-09-15
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/12/20101012071321P070003226772001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 4019493755
Plan sponsor’s DBA name PAUL SANTUCCI FINANCIAL SVCS.
Plan sponsor’s address 1559 HARTFORD AVE, JOHNSTON, RI, 029193225

Plan administrator’s name and address
Administrator’s EIN 043721091
Plan administrator’s name CORTLAND FINANCIAL SERVICES, INC.
Plan administrator’s address 1559 HARTFORD AVE, JOHNSTON, RI, 029193225
Administrator’s telephone number 4019493755

Signature of
Role Plan administrator
Date 2010-10-12
Name of individual signing PAUL SANTUCCI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
PAUL M. SANTUCCI Agent 10 APPLETOWN ROAD, GREENVILLE, RI, 02828, USA

TREASURER

Name Role Address
PAUL M SANTUCCI TREASURER 10 APPLETOWN RD GREENVILLE, R 02828 USA

SECRETARY

Name Role Address
PAUL M SANTUCCI SECRETARY 10 APPLETOWN RD GREENVILLE, RI 02828 USA

PRESIDENT

Name Role Address
PAUL M SANTUCCI PRESIDENT 10 APPLETOWN ROAD GREENVILLE, RI 02828- USA

Filings

Number Name File Date
202447756920 Annual Report 2024-03-04
202331158490 Annual Report 2023-03-20
202209455690 Annual Report 2022-02-04
202188974810 Annual Report 2021-02-01
202032281730 Annual Report 2020-01-14
201985742750 Annual Report 2019-02-01
201858473660 Annual Report 2018-02-17
201730083350 Annual Report 2017-01-13
201691115440 Annual Report 2016-01-22
201554634770 Annual Report 2015-02-05

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State

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