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  5. FORBES FINANCIAL PLANNING, INC

FORBES FINANCIAL PLANNING, INC

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Company Details

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
City: East Greenwich
County: Kent County
Purpose: FINANCIAL PLANNING
Principal Address: Google Maps Logo 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Companies doing Investment advice

Agent

Name Role Address
DANIEL P. FORBES Agent 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA

PRESIDENT

Name Role Address
DANIEL P FORBES PRESIDENT 25 SARGENT AVENUE PROVIDENCE, RI 02906 USA

Central Index Key

CIK number:
0001911316
Phone:
401-885-7300
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-22282
Filing date:
2025-05-08
File:
View File
Form type:
13F-HR
File number:
028-22282
Filing date:
2025-02-11
File:
View File
Form type:
13F-HR
File number:
028-22282
Filing date:
2024-10-29
File:
View File
Form type:
N-PX
File number:
028-22282
Filing date:
2024-08-30
File:
View File
Form type:
13F-HR
File number:
028-22282
Filing date:
2024-07-25
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
260239476
Plan Year:
2024
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4018857300
File:
View File
Plan Administrator / Signatory:
CHAD CARROLL(Plan administrator)
Plan Year:
2023
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
4018857300
File:
View File
Plan Administrator / Signatory:
DANIEL FORBES(Plan administrator)
Plan Year:
2022
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4018857300
File:
View File
Plan Administrator / Signatory:
DANIEL FORBES(Plan administrator)
Plan Year:
2021
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4018857300
File:
View File
Plan Administrator / Signatory:
DANIEL FORBES(Plan administrator)
Plan Year:
2020
Number Of Participants:
0
Plan Name:
401(K)
Sponsor's telephone number:
4018857300
File:
View File
Plan Administrator / Signatory:
DANIEL FORBES(Plan administrator)

Filings

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

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2014-08-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
$0
Face Value Of Loan:
$-150,000
Total Face Value Of Loan:
$0
Business Type:
SMALL BUSINESS
Date:
2014-08-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
$0
Face Value Of Loan:
$150,000
Total Face Value Of Loan:
$150,000

Trademarks

Serial Number:
88649829
Mark:
FRIDAY FINANCIAL FIVE
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-10-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FRIDAY FINANCIAL FIVE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing on-line newsletters in the field of financial services
First Use:
2010-04-26
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
88225016
Mark:
FRIDAY FINANCIAL FIVE
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2018-12-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FRIDAY FINANCIAL FIVE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services
First Use:
2010-04-26
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Related by address

660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA

Forbes Insurance Agency, Inc.
Domestic Profit Corporation
Forbes Insurance Agency, Inc., which currently Activ, has registered address 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA.
EAST GREENWICH BASKETBALL ASSOCIATION
Domestic Non-Profit Corporation
EAST GREENWICH BASKETBALL ASSOCIATION, which currently Revoked Entity, had registered address 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA.
FORBESGALLAGHER, LLC
Domestic Limited Liability Company
FORBESGALLAGHER, LLC, which currently Activ, has registered address 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA.
EGBA, Inc.
Domestic Non-Profit Corporation
EGBA, Inc., which currently Activ, has registered address 660 MAIN STREET UNIT C-3, EAST GREENWICH, RI, 02818, USA.

Date of last update: 12 Jul 2025

Sources: Rhode Island Department of State

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