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BARBARA M. HOLMES, CPA, CFP, MS, LLC

Company Details

Name: BARBARA M. HOLMES, CPA, CFP, MS, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 10 Jan 2006 (19 years ago)
Identification Number: 000152948
ZIP code: 02806
County: Bristol County
Principal Address: 420 MIDDLE HIGHWAY, BARRINGTON, RI, 02806, USA
Purpose: CERTIFIED PUBLIC ACCOUNTANT

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
KRISTEN PRULL MOONAN Agent 4 RICHMOND SQUARE SUITE 150, PROVIDENCE, RI, 02906, USA

Filings

Number Name File Date
202453494300 Annual Report 2024-05-01
202335795060 Annual Report 2023-05-18
202211504500 Annual Report 2022-02-24
202104230770 Annual Report 2021-10-29
202060007540 Annual Report 2020-10-01
201918777480 Annual Report 2019-09-10
201879926330 Annual Report 2018-10-23
201751396750 Annual Report 2017-10-12
201611309500 Annual Report 2016-10-28
201691160350 Statement of Change of Registered/Resident Agent Office 2016-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8985038609 2021-03-25 0165 PPP 420 Middle Hwy, Barrington, RI, 02806-2351
Loan Status Date 2022-01-11
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27793
Loan Approval Amount (current) 27793
Undisbursed Amount 0
Franchise Name -
Lender Location ID 104790
Servicing Lender Name Coastal1 Credit Union
Servicing Lender Address 1200 Central Ave, PAWTUCKET, RI, 02861-2200
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Barrington, BRISTOL, RI, 02806-2351
Project Congressional District RI-01
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 104790
Originating Lender Name Coastal1 Credit Union
Originating Lender Address PAWTUCKET, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27994.5
Forgiveness Paid Date 2022-01-03

Date of last update: 10 Oct 2024

Sources: Rhode Island Department of State