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Apex Holdings, Inc.

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Company Details

Name: Apex Holdings, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 10 Sep 2003 (22 years ago)
Identification Number: 000134606
ZIP code: 02860
City: Pawtucket
County: Providence County
Purpose: TO MAKE AND MANAGE INVESTMENTS
Principal Address: Google Maps Logo 50 SUMMIT STREET, PAWTUCKET, RI, 02860, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JOSHUA GLASS Agent 50 SUMMIT STREET, PAWTUCKET, RI, 02860, USA

PRESIDENT

Name Role Address
ANDREW A. GATES PRESIDENT 50 SUMMIT STREET PAWTUCKET, RI 02860 USA

TREASURER

Name Role Address
ANDREW A. GATES TREASURER 50 SUMMIT STREET PAWTUCKET, RI 02860 USA

SECRETARY

Name Role Address
ANDREW A. GATES SECRETARY 50 SUMMIT STREET PAWTUCKET, RI 02860 USA

Form 5500 Series

Employer Identification Number (EIN):
200216022
Plan Year:
2024
Number Of Participants:
21
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ANDREW A. GATES(Plan administrator)
ANDREW A. GATES(Employer/plan sponsor)
Plan Year:
2023
Number Of Participants:
22
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ANDREW A. GATES(Plan administrator)
Plan Year:
2022
Number Of Participants:
22
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ANDREW A. GATES(Plan administrator)
ANDREW A. GATES(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
22
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ANDREW A. GATES(Plan administrator)
ANDREW A. GATES(Employer/plan sponsor)
Plan Year:
2020
Number Of Participants:
22
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
ANDREW A. GATES(Plan administrator)
ANDREW A. GATES(Employer/plan sponsor)

Filings

Number Name File Date
202454257580 Statement of Change of Registered/Resident Agent Office 2024-05-13
202454257210 Annual Report 2024-05-13
202336350510 Annual Report 2023-05-30
202218268450 Annual Report 2022-05-31
202195214790 Annual Report 2021-03-31

USAspending Awards / Financial Assistance

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:
$185,800
Total Face Value Of Loan:
$185,800

Paycheck Protection Program

Jobs Reported:
13
Initial Approval Amount:
$185,800
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$185,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$188,345.21
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $185,800

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Date of last update: 10 Jul 2025

Sources: Rhode Island Department of State