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WADOVICK & ASSOCIATES, LLC

Company Details

Name: WADOVICK & ASSOCIATES, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 30 Jan 2009 (16 years ago)
Identification Number: 000502556
ZIP code: 02893
County: Kent County
Principal Address: 1300 DIVISION ROAD SUITE 104, WEST WARWICK, RI, 02893, USA
Mailing Address: 38 BROWN STREET, NORTH KINGSTOWN, RI, 02852, USA
Purpose: ACCOUNTING, AUDITING AND TAX SERVICES.
Fictitious names: Wadovick & Company (trading name, 2020-01-10 - )

Industry & Business Activity

NAICS

541211 Offices of Certified Public Accountants

This U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; (3) preparing financial statements; (4) developing budgets; and (5) providing advice on matters related to accounting. These establishments may also provide related services, such as bookkeeping, tax return preparation, and payroll processing. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WADOVICK & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 264156406 2024-05-14 WADOVICK & ASSOCIATES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 812990
Sponsor’s telephone number 4018234004
Plan sponsor’s address 1300 DIVISION ROAD STE104, WEST WARWICK, RI, 02893

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing JEFFREY D WADOVICK
Valid signature Filed with authorized/valid electronic signature
WADOVICK & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 264156406 2023-04-29 WADOVICK & ASSOCIATES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 812990
Sponsor’s telephone number 4018234004
Plan sponsor’s address 1300 DIVISION ROAD STE104, WEST WARWICK, RI, 02893

Signature of

Role Plan administrator
Date 2023-04-29
Name of individual signing JEFFREY D WADOVICK
Valid signature Filed with authorized/valid electronic signature
WADOVICK & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 264156406 2022-06-21 WADOVICK & ASSOCIATES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 812990
Sponsor’s telephone number 4018234004
Plan sponsor’s address 1300 DIVISION ROAD STE104, WEST WARWICK, RI, 02893

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing JEFFREY WADOVICK
Valid signature Filed with authorized/valid electronic signature
WADOVICK & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 264156406 2021-07-13 WADOVICK & ASSOCIATES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 812990
Sponsor’s telephone number 4018234004
Plan sponsor’s address 1300 DIVISION ROAD STE104, WEST WARWICK, RI, 02893

Signature of

Role Plan administrator
Date 2021-07-13
Name of individual signing JEFFREY WADOVICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RENEE A. WADOVICK Agent 38 BROWN STREET, NORTH KINGSTOWN, RI, 02852, USA

Filings

Number Name File Date
202452365340 Annual Report 2024-04-24
202328227840 Annual Report 2023-02-13
202209280120 Annual Report 2022-02-03
202100909850 Annual Report 2021-09-03
202055982980 Annual Report 2020-09-18
202031779300 Fictitious Business Name Statement 2020-01-10
201917844570 Annual Report 2019-09-06
201876707680 Annual Report 2018-09-05
201750197880 Annual Report 2017-09-21
201610291680 Annual Report 2016-10-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7404087201 2020-04-28 0165 PPP 1300 Division Road, WEST WARWICK, RI, 02893-7558
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 133000
Loan Approval Amount (current) 133000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 98258
Servicing Lender Name HarborOne Bank
Servicing Lender Address 770 Oak St, BROCKTON, MA, 02301-1100
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST WARWICK, KENT, RI, 02893-7558
Project Congressional District RI-02
Number of Employees 8
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 98258
Originating Lender Name HarborOne Bank
Originating Lender Address BROCKTON, MA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 133907.32
Forgiveness Paid Date 2021-01-07
4626758308 2021-01-23 0165 PPS 1300 Division Rd, West Warwick, RI, 02893-7556
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 113412
Loan Approval Amount (current) 113412
Undisbursed Amount 0
Franchise Name -
Lender Location ID 98258
Servicing Lender Name HarborOne Bank
Servicing Lender Address 770 Oak St, BROCKTON, MA, 02301-1100
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address West Warwick, KENT, RI, 02893-7556
Project Congressional District RI-02
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 98258
Originating Lender Name HarborOne Bank
Originating Lender Address BROCKTON, MA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 114064.51
Forgiveness Paid Date 2021-08-27

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State