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Corrigan Financial, Inc.

Company Details

Name: Corrigan Financial, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 03 Oct 2005 (19 years ago)
Identification Number: 000150989
ZIP code: 02842
County: Newport County
Principal Address: 747 AQUIDNECK AVENUE STE 1, MIDDLETOWN, RI, 02842, USA
Purpose: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND TAX PREPARATION SERVICES

Central Index Key

CIK number Mailing Address Business Address Phone
1990951 747 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842 747 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842 4018499313

Filings since 2024-10-04

Form type 13F-HR
File number 028-23378
Filing date 2024-10-04
Reporting date 2024-09-30
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Filings since 2024-07-12

Form type 13F-HR
File number 028-23378
Filing date 2024-07-12
Reporting date 2024-06-30
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Filings since 2024-04-22

Form type 13F-HR
File number 028-23378
Filing date 2024-04-22
Reporting date 2024-03-31
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Filings since 2024-01-23

Form type 13F-HR
File number 028-23378
Filing date 2024-01-23
Reporting date 2023-12-31
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Filings since 2023-10-16

Form type 13F-HR
File number 028-23378
Filing date 2023-10-16
Reporting date 2023-09-30
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Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2023-06-30
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Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2023-03-31
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2022-12-31
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Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2022-09-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2022-06-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2022-03-31
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2021-12-31
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2021-09-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2021-06-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2021-03-31
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2020-12-31
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Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2020-09-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2020-06-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2020-03-31
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2019-12-31
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2019-09-30
File View File

Filings since 2023-09-01

Form type 13F-HR
File number 028-23378
Filing date 2023-09-01
Reporting date 2019-06-30
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2019-03-31
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2018-12-31
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2018-09-30
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2018-06-30
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2018-03-31
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2017-12-31
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2017-09-30
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2017-06-30
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2017-03-31
File View File

Filings since 2023-08-31

Form type 13F-HR
File number 028-23378
Filing date 2023-08-31
Reporting date 2016-12-31
File View File

Filings since 2023-08-30

Form type 13F-HR
File number 028-23378
Filing date 2023-08-30
Reporting date 2016-09-30
File View File

Filings since 2023-08-30

Form type 13F-HR
File number 028-23378
Filing date 2023-08-30
Reporting date 2016-06-30
File View File

Filings since 2023-08-30

Form type 13F-HR
File number 028-23378
Filing date 2023-08-30
Reporting date 2016-03-31
File View File

Filings since 2023-08-30

Form type 13F-HR
File number 028-23378
Filing date 2023-08-30
Reporting date 2015-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2023 203453910 2024-10-03 CORRIGAN FINANCIAL 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2024-10-03
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-03
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2022 203453910 2023-09-30 CORRIGAN FINANCIAL 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2023-09-30
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-30
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2021 203453910 2022-06-03 CORRIGAN FINANCIAL 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2022-06-03
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2020 203453910 2021-05-07 CORRIGAN FINANCIAL 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2021-05-07
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2020 203453910 2021-05-07 CORRIGAN FINANCIAL 32
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2021-05-07
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2019 203453910 2020-07-01 CORRIGAN FINANCIAL 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2020-07-01
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-01
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2018 203453910 2019-05-31 CORRIGAN FINANCIAL 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2019-05-31
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2017 203453910 2018-04-27 CORRIGAN FINANCIAL 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2018-04-27
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2016 203453910 2017-10-12 CORRIGAN FINANCIAL 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2017-10-12
Name of individual signing CHRISTINE WINSLOW
Valid signature Filed with authorized/valid electronic signature
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN 2015 203453910 2016-10-15 CORRIGAN FINANCIAL 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 4018499313
Plan sponsor’s address 747 AQUIDNECK AVE, MIDDLETOWN, RI, 02842

Signature of

Role Plan administrator
Date 2016-10-15
Name of individual signing ARLENE ROSBOTTOM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DANIEL G. CORRIGAN Agent 747 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842, USA

TREASURER

Name Role Address
DANIEL G CORRIGAN TREASURER 34 BENEDICT AVE PORTSMOUTH, RI 02871 USA

SECRETARY

Name Role Address
CHRISTINE M WINSLOW SECRETARY 11 LOYOLA TER NEWPORT, RI 02840 USA

PRESIDENT

Name Role Address
DANIEL G CORRIGAN PRESIDENT 34 BENEDICT AVENUE PORTSMOUTH, RI 02871- USA

VICE PRESIDENT

Name Role Address
ANDRE KHALFAYAN VICE PRESIDENT 196 KING CHARLES DRIVE PORTSMOUTH, RI 02871 USA

Filings

Number Name File Date
202445879090 Annual Report 2024-02-07
202327359920 Annual Report 2023-02-02
202209773370 Annual Report 2022-02-08
202187786090 Annual Report 2021-01-26
202032501540 Annual Report 2020-01-16
201984619080 Annual Report 2019-01-17
201755174200 Annual Report 2017-12-19
201734075180 Annual Report 2017-02-14
201691437100 Annual Report 2016-01-29
201556148860 Annual Report 2015-03-03

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State