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MANDEL & TRACY, LLC

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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 (20 years ago)
Identification Number: 000152455
ZIP code: 02909
City: Providence
County: Providence County
Purpose: OWN AND OPERATE A PUBLIC ACCOUNTING PRACTICE
Principal Address: Google Maps Logo 589 ATWELLS AVENUE SUITE 200, PROVIDENCE, RI, 02909, USA

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

Agent

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

Form 5500 Series

Employer Identification Number (EIN):
342059297
Plan Year:
2023
Number Of Participants:
2
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JACQUELYN H. TRACY(Plan administrator)
Plan Year:
2022
Number Of Participants:
2
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JACQUELYN H TRACY(Plan administrator)
Plan Year:
2021
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JACQUELYN H TRACY(Plan administrator)
Plan Year:
2020
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JACQUELYN H. TRACY(Plan administrator)
Plan Year:
2019
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JACQUELYN H. TACY(Plan administrator)

Licenses

License No License Type Status Date Issued Expiration Date
ACC.00S3307-FIRM Practice Unit ACTIVE No data 2026-06-30

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

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
$3,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0
Business Type:
SMALL BUSINESS
Date:
2020-04-09
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:
$57,800
Total Face Value Of Loan:
$57,800

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$57,800
Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$57,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$58,453.46
Servicing Lender:
Bank Rhode Island
Use of Proceeds:
Payroll: $57,800

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Date of last update: 11 Jul 2025

Sources: Rhode Island Department of State