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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
NAICS: 541211 - 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

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State