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Wallick & Associates, LTD.

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Company Details

Name: Wallick & Associates, LTD.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 06 May 2003 (22 years ago)
Identification Number: 000131812
ZIP code: 02888
City: Warwick
County: Kent County
Purpose: PRIMARILY TO ENGAGE IN THE SPECIFIC BUSINESS OF THE PRACTICE OF LAW
Principal Address: Google Maps Logo 51 JEFFERSON BOULEVARD FIRST FLOOR, WARWICK, RI, 02888, USA

Industry & Business Activity

NAICS

541110 Offices of Lawyers

This industry comprises offices of legal practitioners known as lawyers or attorneys (i.e., counselors-at-law) primarily engaged in the practice of law. Establishments in this industry may provide expertise in a range or in specific areas of law, such as criminal law, corporate law, family and estate law, patent law, real estate law, or tax law. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MARC D. WALLICK Agent 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888, USA

PRESIDENT

Name Role Address
MARC D. WALLICK PRESIDENT 51 JEFFERSON BOULEVARD, 1ST FLOOR WARWICK, RI 02888 USA

Form 5500 Series

Employer Identification Number (EIN):
320075387
Plan Year:
2024
Number Of Participants:
7
Sponsor's telephone number:
Plan Administrator / Signatory:
CHAD CARROLL(Plan administrator)
Plan Year:
2023
Number Of Participants:
8
Sponsor's telephone number:
Plan Administrator / Signatory:
MARC WALLICK(Plan administrator)
Plan Year:
2022
Number Of Participants:
11
Sponsor's telephone number:
Plan Administrator / Signatory:
MARC WALLICK(Plan administrator)
Plan Year:
2021
Number Of Participants:
7
Sponsor's telephone number:
Plan Administrator / Signatory:
MARC WALLICK(Plan administrator)
Plan Year:
2020
Number Of Participants:
5
Sponsor's telephone number:
Plan Administrator / Signatory:
MARC WALLICK(Plan administrator)

Filings

Number Name File Date
202447173240 Annual Report 2024-02-23
202327714990 Annual Report 2023-02-03
202209368170 Annual Report 2022-02-02
202186129230 Annual Report 2021-01-12
202031459400 Annual Report 2020-01-06

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2023-03-07
Action:
InitialFiling

Parties

Party Name:
Wallick & Associates, LTD.
Party Role:
Debtor(s)
Party Name:
CITIZENS BANK, N.A
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-03-06
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$87,100
Total Face Value Of Loan:
$87,100
Business Type:
SMALL BUSINESS
Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$87,100
Total Face Value Of Loan:
$87,100

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$87,100
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$87,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$88,355.19
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $87,100
Jobs Reported:
7
Initial Approval Amount:
$87,100
Date Approved:
2021-03-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$87,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$88,350.42
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $87,096
Utilities: $1

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Date of last update: 10 Jul 2025

Sources: Rhode Island Department of State