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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
NAICS: 524210 - Insurance Agencies and Brokerages

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

Date of last update: 11 Oct 2024

Sources: Rhode Island Department of State