Search icon

CORNER OFFICE FINANCIAL, LLC

Company Details

Name: CORNER OFFICE FINANCIAL, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 29 Oct 2007 (17 years ago)
Identification Number: 000271726
ZIP code: 02893
County: Kent County
Principal Address: 1350 DIVISION RAOD SUITE 200, WEST WARWICK, RI, 02893, USA
Mailing Address: 1350 DIVISION ROAD SUITE 200, WEST WARWICK, RI, 02893, USA
Purpose: FINANCIAL PLANNING

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORNER OFFICE FINANCIAL, LLC 401(K) PLAN 2017 454101992 2018-05-22 CORNER OFFICE FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 4018170222
Plan sponsor’s address 931 JEFFERSON BOULEVARD, SUITE 2208, WARWICK, RI, 02886
CORNER OFFICE FINANCIAL, LLC 401(K) PLAN 2016 454101992 2017-07-11 CORNER OFFICE FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 4018170222
Plan sponsor’s address 931 JEFFERSON BOULEVARD, SUITE 2208, WARWICK, RI, 02886
CORNER OFFICE FINANCIAL, LLC 401(K) PLAN 2015 454101992 2016-05-18 CORNER OFFICE FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 4018170222
Plan sponsor’s address 931 JEFFERSON BOULEVARD, SUITE 2208, WARWICK, RI, 02886
CORNER OFFICE FINANCIAL, LLC 401(K) PLAN 2014 454101992 2015-04-06 CORNER OFFICE FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 4018170222
Plan sponsor’s address 931 JEFFERSON BOULEVARD, SUITE 2208, WARWICK, RI, 02886

Signature of

Role Plan administrator
Date 2015-04-06
Name of individual signing MICHAEL RASPALLO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MICHAEL SWEENEY Agent 321 SOUTH MAIN STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202447944020 Annual Report 2024-03-06
202329279730 Annual Report 2023-02-24
202212243390 Annual Report 2022-03-06
202105338420 Annual Report 2021-11-24
202070559190 Annual Report 2020-11-01
201927395330 Annual Report 2019-11-13
201901308710 Statement of Change of Registered/Resident Agent Office 2019-07-03
201877134430 Annual Report 2018-09-11
201751948760 Annual Report 2017-10-20
201741274060 Annual Report 2017-04-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7110047107 2020-04-14 0165 PPP 931 JEFFERSON BLVD, WARWICK, RI, 02886-2236
Loan Status Date 2022-02-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10100
Loan Approval Amount (current) 10100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33371
Servicing Lender Name Bristol County Savings Bank
Servicing Lender Address 29 Broadway, TAUNTON, MA, 02780-3269
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02886-2236
Project Congressional District RI-02
Number of Employees 3
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 243908
Originating Lender Name Freedom National Bank, A Division of
Originating Lender Address GREENVILLE, RI
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 10196.79
Forgiveness Paid Date 2021-03-29

Date of last update: 11 Oct 2024

Sources: Rhode Island Department of State