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  5. MANDEL & TRACY, LLC

MANDEL & TRACY, LLC

Company Details

Name: MANDEL & TRACY, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 20 Dec 2005 (19 years ago)
Identification Number: 000152455
ZIP code: 02909
County: Providence County
Principal Address: 589 ATWELLS AVENUE SUITE 200, PROVIDENCE, RI, 02909, USA
Purpose: OWN AND OPERATE A PUBLIC ACCOUNTING PRACTICE

Industry & Business Activity

NAICS

541211 Offices of Certified Public Accountants

This U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; (3) preparing financial statements; (4) developing budgets; and (5) providing advice on matters related to accounting. These establishments may also provide related services, such as bookkeeping, tax return preparation, and payroll processing. Learn more at the U.S. Census Bureau

Companies doing Offices of certified public accountants

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MANDEL & TRACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 342059297 2024-04-24 MANDEL & TRACY LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2024-04-24
Name of individual signing JACQUELYN H. TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL & TRACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 342059297 2023-07-19 MANDEL & TRACY LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2023-07-19
Name of individual signing JACQUELYN H TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL & TRACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 342059297 2022-05-10 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2022-05-10
Name of individual signing JACQUELYN H TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL & TRACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 342059297 2021-07-22 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2021-07-22
Name of individual signing JACQUELYN H. TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL & TRACY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 342059297 2020-04-29 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2020-04-29
Name of individual signing JACQUELYN H. TACY
Valid signature Filed with authorized/valid electronic signature
MANDEL TRACY LLC 401 K PROFIT SHARING PLAN TRUST 2018 342059297 2019-05-23 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2019-05-23
Name of individual signing JACQUELYN H TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL TRACY LLC 401 K PROFIT SHARING PLAN TRUST 2017 342059297 2018-07-18 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing JACQUELYN H. TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL TRACY LLC 401 K PROFIT SHARING PLAN TRUST 2016 342059297 2017-06-28 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2017-06-28
Name of individual signing JACQUELYN H. TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL TRACY LLC 401 K PROFIT SHARING PLAN TRUST 2015 342059297 2016-06-28 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2016-06-28
Name of individual signing JACQUELYN H. TRACY
Valid signature Filed with authorized/valid electronic signature
MANDEL TRACY LLC 401 K PROFIT SHARING PLAN TRUST 2014 342059297 2015-07-15 MANDEL & TRACY LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing JACQUELYN H TRACY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/09/20140709112117P040012681789001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2014-07-09
Name of individual signing JACQUELYN H TRACY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/18/20130618123757P040264372563001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541990
Sponsor’s telephone number 4015213702
Plan sponsor’s address 589 ATWELLS AVE STE 200, PROVIDENCE, RI, 029092472

Signature of
Role Plan administrator
Date 2013-06-18
Name of individual signing MANDEL TRACY LLC
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
E. COLBY CAMERON, ESQ. Agent 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA

Filings

Number Name File Date
202448927950 Annual Report 2024-03-20
202332954550 Annual Report 2023-04-14
202216843000 Annual Report 2022-05-04
202104533790 Annual Report 2021-10-29
202068629140 Annual Report 2020-10-22
201926763860 Annual Report 2019-10-30
201879139550 Annual Report 2018-10-10
201751818720 Annual Report 2017-10-18
201611297320 Annual Report 2016-10-27
201586416780 Annual Report 2015-10-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9207707001 2020-04-09 0165 PPP 589 ATWELLS AVE, PROVIDENCE, RI, 02909-2413
Loan Status Date 2021-07-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 57800
Loan Approval Amount (current) 57800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PROVIDENCE, PROVIDENCE, RI, 02909-2413
Project Congressional District RI-02
Number of Employees 3
NAICS code 541213
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 58453.46
Forgiveness Paid Date 2021-06-08

Related by officers

E. COLBY CAMERON, ESQ.

AC Holdings, Inc. The Chisholm RIP Corp. CHOQUETTE & CO., INC. CHURCH TRAVEL AGENCY, INC. Certified Automotive, Inc. Memorial X-Ray Services, Ltd. Periodontics, Inc. D. L. Thurrott RIP, Inc. Sinel, Wilfand & Vinci, Certified Public Accountants, Inc. O'NEILL MEDICAL, INC.

Related by address

589 ATWELLS AVENUE SUITE 200, PROVIDENCE, RI, 02909, USA

The DAMES, Inc.

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State

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