| 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 AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| 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
