| Name: | Oaktree Financial Group, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Revoked Entity |
| Date of Organization in Rhode Island: | 05 May 2006 (19 years ago) |
| Date of Dissolution: | 30 Dec 2020 (4 years ago) |
| Date of Status Change: | 30 Dec 2020 (4 years ago) |
| Identification Number: | 000155872 |
| ZIP code: | 02903 |
| County: | Providence County |
| Principal Address: | 220 WEST EXCHANGE STREET SUITE 105, PROVIDENCE, RI, 02903, USA |
| Purpose: | FINANCIAL SERVICES AND CONSULTING |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OAKTREE FINANCIAL GROUP, INC. 401(K) PLAN | 2011 | 204822811 | 2012-04-09 | OAKTREE FINANCIAL GROUP, INC. | 2 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 204822811 |
| Plan administrator’s name | OAKTREE FINANCIAL GROUP, INC. |
| Plan administrator’s address | 10 DORRANCE STREET, PROVIDENCE, RI, 02903 |
| Administrator’s telephone number | 4012727070 |
Signature of
| Role | Plan administrator |
| Date | 2012-04-09 |
| Name of individual signing | THOMAS FECTEAU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2002-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 4012727070 |
| Plan sponsor’s address | 10 DORRANCE STREET, PROVIDENCE, RI, 02903 |
Plan administrator’s name and address
| Administrator’s EIN | 204822811 |
| Plan administrator’s name | OAKTREE FINANCIAL GROUP, INC. |
| Plan administrator’s address | 10 DORRANCE STREET, PROVIDENCE, RI, 02903 |
| Administrator’s telephone number | 4012727070 |
Signature of
| Role | Plan administrator |
| Date | 2011-05-13 |
| Name of individual signing | THOMAS FECTEAU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2002-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 4012727070 |
| Plan sponsor’s address | 10 DORRANCE STREET, PROVIDENCE, RI, 02903 |
Plan administrator’s name and address
| Administrator’s EIN | 204822811 |
| Plan administrator’s name | OAKTREE FINANCIAL GROUP, INC. |
| Plan administrator’s address | 10 DORRANCE STREET, PROVIDENCE, RI, 02903 |
| Administrator’s telephone number | 4012727070 |
Signature of
| Role | Plan administrator |
| Date | 2010-07-20 |
| Name of individual signing | THOMAS FECTEAU |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| JOSEPH B. WHITE, ESQ. | Agent | ROBINSON & COLE LLP ONE FINANCIAL PLAZA SUITE 1430, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| MICHAEL BALASCO | PRESIDENT | 220 WEST EXCHANGE STREET PROVIDENCE, RI 02903 USA |
| Number | Name | File Date |
|---|---|---|
| 202082858090 | Revocation Certificate For Failure to File the Annual Report for the Year | 2020-12-30 |
| 202055048370 | Revocation Notice For Failure to File An Annual Report | 2020-09-16 |
| 201988540830 | Annual Report | 2019-03-13 |
| 201860401460 | Annual Report | 2018-03-16 |
| 201733685380 | Annual Report | 2017-02-07 |
| 201691316360 | Annual Report | 2016-01-27 |
| 201555827270 | Annual Report | 2015-02-26 |
| 201436434690 | Annual Report | 2014-02-14 |
| 201310120550 | Annual Report | 2013-01-18 |
| 201288951020 | Annual Report | 2012-02-02 |
Date of last update: 10 Oct 2024
Sources: Rhode Island Department of State
