| Name: | FORBES FINANCIAL PLANNING, INC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 01 Mar 2007 (18 years ago) |
| Identification Number: | 000162160 |
| ZIP code: | 02818 |
| County: | Kent County |
| Principal Address: | 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA |
| Purpose: | FINANCIAL PLANNING |
| NAICS: | 523930 - Investment Advice |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1911316 | 660 MAIN STREET, EAST GREENWICH, RI, 02818 | 660 MAIN STREET, EAST GREENWICH, RI, 02818 | 401-885-7300 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2024-10-29 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-30
| Form type | N-PX |
| File number | 028-22282 |
| Filing date | 2024-08-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-25
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2024-07-25 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-30
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2024-04-30 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-08
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2023-11-08 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-08
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2023-08-08 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-05
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2023-05-05 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-21
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2022-10-21 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-15
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2022-08-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-13
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2022-05-13 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-18
| Form type | 13F-HR |
| File number | 028-22282 |
| Filing date | 2022-02-18 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FFP 401(K) PLAN | 2023 | 260239476 | 2024-04-01 | FORBES FINANCIAL PLANNING, INC. | 4 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-01 |
| Name of individual signing | DANIEL FORBES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018857300 |
| Plan sponsor’s address | 660 MAIN STREET, C-3, EAST GREENWICH, RI, 02818 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-28 |
| Name of individual signing | DANIEL FORBES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018857300 |
| Plan sponsor’s address | 660 MAIN STREET, C-3, EAST GREENWICH, RI, 02818 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-01 |
| Name of individual signing | DANIEL FORBES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018857300 |
| Plan sponsor’s address | 660 MAIN STREET, C-3, EAST GREENWICH, RI, 02818 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-15 |
| Name of individual signing | DANIEL FORBES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| DANIEL P. FORBES | Agent | 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA |
| Name | Role | Address |
|---|---|---|
| DANIEL P FORBES | PRESIDENT | 25 SARGENT AVENUE PROVIDENCE, RI 02906 USA |
| Number | Name | File Date |
|---|---|---|
| 202444437840 | Annual Report | 2024-01-22 |
| 202327381390 | Annual Report | 2023-02-03 |
| 202208643070 | Annual Report | 2022-01-26 |
| 202184312940 | Annual Report | 2021-01-05 |
| 202031116330 | Annual Report | 2020-01-06 |
| 201983641280 | Annual Report | 2019-01-03 |
| 201855890280 | Annual Report | 2018-01-10 |
| 201729375710 | Annual Report | 2017-01-03 |
| 201690117210 | Annual Report | 2016-01-07 |
| 201553751540 | Statement of Change of Registered/Resident Agent Office | 2015-01-14 |
Date of last update: 10 Oct 2024
Sources: Rhode Island Department of State
