Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Kent County
    4. ›
  4. 02886
    5. ›
  5. BEAULIEU FINANCIAL GROUP, LLC

BEAULIEU FINANCIAL GROUP, LLC

Company Details

Name: BEAULIEU FINANCIAL GROUP, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 02 Jun 2008 (17 years ago)
Identification Number: 000419042
ZIP code: 02886
County: Kent County
Principal Address: 935 JEFFERSON PLACE SUITE 2000, WARWICK, RI, 02886, USA
Mailing Address: 935 JEFFERSON PLACE, WARWICK, RI, 02886, USA
Purpose: FINANCIAL SERVICES
Fictitious names: Independence Financial Partners (trading name, 2008-06-02 - )

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

Companies doing Insurance agencies and brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2023 371430698 2024-09-24 INDEPENDENCE FINANCIAL PARTNERS 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2022 371430698 2023-09-18 INDEPENDENCE FINANCIAL PARTNERS 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2021 371430698 2022-10-05 INDEPENDENCE FINANCIAL PARTNERS 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2020 371430698 2021-03-29 INDEPENDENCE FINANCIAL PARTNERS 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2019 371430698 2020-07-27 INDEPENDENCE FINANCIAL PARTNERS 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2018 371430698 2019-10-10 INDEPENDENCE FINANCIAL PARTNERS 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2017 371430698 2018-07-19 INDEPENDENCE FINANCIAL PARTNERS 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2016 371430698 2017-07-26 INDEPENDENCE FINANCIAL PARTNERS 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886
INDEPENDENCE FINANCIAL PARTNERS RETIREMENT PLAN 2015 371430698 2016-10-03 INDEPENDENCE FINANCIAL PARTNERS 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4017324800
Plan sponsor’s address 935 JEFFERSON BLVD., SUITE 2000, WARWICK, RI, 02886

Agent

Name Role Address
JOHN P. MCCOY, ESQ. Agent 40 WESTMINSTER STREET SUITE 300, PROVIDENCE, RI, 02903, USA

MANAGER

Name Role Address
RICHARD P. BEAULIEU, JR. MANAGER 935 JEFFERSON BOULEVARD, SUITE 2000 WARWICK, RI 02886 USA

Filings

Number Name File Date
202448954190 Annual Report 2024-03-14
202329397650 Annual Report 2023-02-24
202212553020 Annual Report 2022-03-09
202101678610 Annual Report 2021-09-16
202066948450 Annual Report 2020-10-20
201925113530 Annual Report 2019-10-21
201878164940 Annual Report 2018-09-21
201752130830 Annual Report 2017-10-23
201611292550 Annual Report 2016-10-27
201585841060 Annual Report 2015-10-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9580957004 2020-04-09 0165 PPP 935 JEFFERSON BLVD, WARWICK, RI, 02886-2225
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 237490
Loan Approval Amount (current) 237490
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02886-2225
Project Congressional District RI-02
Number of Employees 22
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Partnership
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 239032.06
Forgiveness Paid Date 2020-12-17

Related by officers

JOHN P. MCCOY, ESQ.

ALLIANCE MOLD & MACHINE, INC. SyNet Inc. William J. Smith & Son, Inc. Vision Associates Inc. O. E. PLACE TOOL CO., INC. R.I. Knitting Co., Inc. Eagle Flooring, Incorporated GRANITE APR DEVELOPMENT CORP. West Shore Carpet & Blinds, Inc. The Edge Beauty Shop, III, LLC

RICHARD P. BEAULIEU, JR.

Logic Rentals, LLC

Related by address

No related companies by address

Date of last update: 13 Oct 2024

Sources: Rhode Island Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 riorgs.com, Part of Big Data Integrated