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Janney and Associates, LTD

Company Details

Name: Janney and Associates, LTD
Jurisdiction: Rhode Island
Entity type: Professional Service Corporation
Status: Activ
Date of Organization in Rhode Island: 07 Feb 2006 (19 years ago)
Identification Number: 000154976
ZIP code: 02835
County: Newport County
Principal Address: 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835, USA
Purpose: LEGAL

Industry & Business Activity

NAICS

541110 Offices of Lawyers

This industry comprises offices of legal practitioners known as lawyers or attorneys (i.e., counselors-at-law) primarily engaged in the practice of law. Establishments in this industry may provide expertise in a range or in specific areas of law, such as criminal law, corporate law, family and estate law, patent law, real estate law, or tax law. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2023 050502858 2024-11-11 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2024-11-11
Name of individual signing CHAD CARROLL
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2023 050502858 2024-07-16 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2024-07-16
Name of individual signing CHAD CARROLL
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2022 050502858 2023-10-13 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2021 050502858 2022-10-11 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2020 050502858 2021-09-29 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2019 050502858 2020-10-13 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2018 050502858 2019-07-23 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2019-07-23
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2017 050502858 2018-07-17 JANNEY AND ASSOCIATES, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2018-07-17
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2016 050502858 2017-07-20 JANNEY AND ASSOCIATES, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2017-07-20
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
JANNEY AND ASSOCIATES, LTD. 401(K) PS PLAN 2015 050502858 2016-07-25 JANNEY AND ASSOCIATES, LTD. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2016-07-25
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/09/29/20150929130655P030017259821001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2015-09-29
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/02/20141002093441P030029132007001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2014-10-02
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/13/20130913081355P030382982067001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 4014233653
Plan sponsor’s address 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835

Signature of

Role Plan administrator
Date 2013-09-13
Name of individual signing HOLLY JANNEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
HOLLY C. JANNEY Agent 65 NARRAGANSETT AVENUE, JAMESTOWN, RI, 02835, USA

PRESIDENT

Name Role Address
HOLLY C JANNEY PRESIDENT 65 NARRAGANSETT AVENUE JAMSTOWN, RI 02835 USA

OTHER OFFICER

Name Role Address
HOLLY C JANNEY OTHER OFFICER 65 NARRAGANSETT AVENUE JAMSTOWN, RI 02835 UNI

Filings

Number Name File Date
202444753030 Annual Report 2024-01-25
202336335670 Annual Report 2023-05-30
202215608790 Annual Report 2022-04-25
202191967500 Annual Report 2021-02-18
202068839710 Annual Report 2020-10-27
202055047300 Revocation Notice For Failure to File An Annual Report 2020-09-16
201987902440 Annual Report 2019-03-01
201857692350 Annual Report 2018-02-06
201730762570 Annual Report 2017-01-24
201693472730 Annual Report 2016-03-01

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
3431555009 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient JANNEY & ASSOCIATES, LTD
Recipient Name Raw JANNEY & ASSOCIATES, LTD
Recipient Address 65 NARRAGANSETT AVE, JAMESTOWN, NEWPORT, NORTH CAROLINA, 28350-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
3527105008 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient JANNEY & ASSOCIATES, LTD
Recipient Name Raw JANNEY & ASSOCIATES, LTD
Recipient Address 65 NARRAGANSETT AVE, JAMESTOWN, NEWPORT, NORTH CAROLINA, 28350-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 930.00
Face Value of Direct Loan 30000.00
Link View Page
3417815008 Small Business Administration 59.041 - 504 CERTIFIED DEVELOPMENT LOANS No data No data TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Recipient JANNEY AND ASSOCIATES LTD
Recipient Name Raw JANNEY AND ASSOCIATES LTD
Recipient Address 65 NARRAGANSETT AVE., JAMESTOWN (TOWN OF), NEWPORT, NORTH CAROLINA, 28350-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 3296.00
Face Value of Direct Loan 154000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1782668401 2021-02-02 0165 PPS 65 Narragansett Ave, Jamestown, RI, 02835-1150
Loan Status Date 2022-04-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45979.62
Loan Approval Amount (current) 45979.62
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jamestown, NEWPORT, RI, 02835-1150
Project Congressional District RI-01
Number of Employees 3
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 46487.29
Forgiveness Paid Date 2022-03-16
9596957107 2020-04-15 0165 PPP 65 Narragansett Ave, JAMESTOWN, RI, 02835
Loan Status Date 2021-08-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45900
Loan Approval Amount (current) 45900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address JAMESTOWN, NEWPORT, RI, 02835-0001
Project Congressional District RI-01
Number of Employees 3
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 46488.53
Forgiveness Paid Date 2021-08-06

Date of last update: 10 Oct 2024

Sources: Rhode Island Department of State