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BEAULIEU FINANCIAL GROUP, LLC

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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
City: Warwick
County: Kent County
Purpose: FINANCIAL SERVICES
Fictitious names: Independence Financial Partners (trading name, 2008-06-02 - )
Principal Address: Google Maps Logo 935 JEFFERSON PLACE SUITE 2000, WARWICK, RI, 02886, USA
Mailing Address: Google Maps Logo 935 JEFFERSON PLACE, WARWICK, RI, 02886, USA

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

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

Links between entities

Type:
Headquarter of
Company Number:
1243496
State:
CONNECTICUT

Form 5500 Series

Employer Identification Number (EIN):
371430698
Plan Year:
2023
Number Of Participants:
26
Sponsor's telephone number:
Plan Year:
2022
Number Of Participants:
26
Sponsor's telephone number:
Plan Year:
2021
Number Of Participants:
26
Sponsor's telephone number:
Plan Year:
2020
Number Of Participants:
35
Sponsor's telephone number:
Plan Year:
2019
Number Of Participants:
27
Sponsor's telephone number:

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

Expenditures

Agency Date Program Subprogram Amount
Department of Labor and Training 2022-01-28 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 16000.0
Department of Labor and Training 2021-10-22 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 4000.0

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-09
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$237,490
Total Face Value Of Loan:
$237,490

Paycheck Protection Program

Jobs Reported:
22
Initial Approval Amount:
$237,490
Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$237,490
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$239,032.06
Servicing Lender:
Webster Bank National Association
Use of Proceeds:
Payroll: $178,000
Utilities: $11,490
Rent: $48,000

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Date of last update: 12 Jul 2025

Sources: Rhode Island Department of State