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  5. FINANCIAL INDEPENDENCE, LLC

FINANCIAL INDEPENDENCE, LLC

Company Details

Name: FINANCIAL INDEPENDENCE, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 06 Apr 2009 (16 years ago)
Identification Number: 000505903
ZIP code: 02886
County: Kent County
Principal Address: 931 JEFFERSON BOULEVARD SUITE 2005, WARWICK, RI, 02886, USA
Purpose: FINANCIAL SERVICES
Fictitious names: Financial Independence (trading name, 2009-06-23 - )

Industry & Business Activity

NAICS

541690 Other Scientific and Technical Consulting Services

This industry comprises establishments primarily engaged in providing advice and assistance to businesses and other organizations on scientific and technical issues (except environmental). Learn more at the U.S. Census Bureau

Companies doing Other scientific and technical consulting services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL INDEPENDENCE, LLC RET PLAN 2023 264612212 2024-09-06 FINANCIAL INDEPENDENCE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2024-09-06
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RET PLAN 2022 264612212 2023-05-12 FINANCIAL INDEPENDENCE, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2023-05-12
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-12
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RET PLAN 2021 264612212 2022-10-14 FINANCIAL INDEPENDENCE, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing RICK CAMPBELL
Valid signature Filed with incorrect/unrecognized electronic signature
FINANCIAL INDEPENDENCE, LLC RET PLAN 2020 264612212 2021-06-30 FINANCIAL INDEPENDENCE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-30
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RET PLAN 2019 264612212 2020-05-23 FINANCIAL INDEPENDENCE, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2020-05-23
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-23
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RET PLAN 2018 264612212 2019-07-08 FINANCIAL INDEPENDENCE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PLAN 2017 264612212 2018-05-08 FINANCIAL INDEPENDENCE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2018-05-08
Name of individual signing RICK W CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-08
Name of individual signing RICK W CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PLAN 2016 264612212 2017-05-03 FINANCIAL INDEPENDENCE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2017-05-03
Name of individual signing RICK W CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PLAN 2015 264612212 2016-07-19 FINANCIAL INDEPENDENCE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, STE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2016-07-19
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-19
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL 2014 264612212 2015-06-16 FINANCIAL INDEPENDENCE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2015-06-16
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-16
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/03/20140703103526P030023103025001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2014-07-03
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-03
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/31/20130531155135P030234614867001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2013-05-31
Name of individual signing FINANCIAL INDEPENDENCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-31
Name of individual signing FINANCIAL INDEPENDENCE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/18/20120618152314P030003779766001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 264612212
Plan administrator’s name FINANCIAL INDEPENDENCE, LLC
Plan administrator’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886
Administrator’s telephone number 4016814825

Signature of
Role Plan administrator
Date 2012-06-18
Name of individual signing RICKCAMPBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-18
Name of individual signing RICKCAMPBELL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/20/20110620082300P040370037792001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4016814825
Plan sponsor’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886

Plan administrator’s name and address
Administrator’s EIN 264612212
Plan administrator’s name FINANCIAL INDEPENDENCE, LLC
Plan administrator’s address 931 JEFFERSON BLVD, SUITE 2005, WARWICK, RI, 02886
Administrator’s telephone number 4016814825

Signature of
Role Plan administrator
Date 2011-06-20
Name of individual signing RICK CAMPBELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JONATHAN V. KALANDER, ESQ. Agent 931 JEFFERSON BOULEVARD SUITE 2004, WARWICK, RI, 02886, USA

MANAGER

Name Role Address
RICK W. CAMPBELL MANAGER 251 JOHN MOWRY RD. SMITHFIELD, RI 02917 USA

Filings

Number Name File Date
202450537550 Annual Report 2024-04-09
202330138330 Annual Report 2023-03-07
202213434670 Annual Report 2022-03-24
202104836710 Annual Report 2021-11-08
202186919750 Statement of Change of Registered/Resident Agent 2021-01-18
202074609440 Annual Report 2020-11-13
201926669360 Annual Report 2019-11-01
201880809620 Annual Report 2018-11-05
201750109270 Annual Report 2017-09-20
201609098850 Annual Report 2016-09-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3140137200 2020-04-16 0165 PPP 931 Jefferson Blvd, Suite 2005, Warwick, RI, 02886
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35824
Loan Approval Amount (current) 89560
Undisbursed Amount 0
Franchise Name -
Lender Location ID 84894
Servicing Lender Name Santander Bank, National Association
Servicing Lender Address 824 N Market St, Ste 100, WILMINGTON, DE, 19801-4937
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Warwick, KENT, RI, 02886-0004
Project Congressional District RI-02
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 84894
Originating Lender Name Santander Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 90107.55
Forgiveness Paid Date 2021-02-12

Related by officers

JONATHAN V. KALANDER, ESQ.

C & D, Inc. DPM Investments, Inc. Everson Construction, Inc. ERNEST P. MENNILLO, M.D., INC. GOODWIN REALTY, INC. EXETER COUNTRY CLUB, INC. HARMONY PATTERN & CASTING CO., INC. Systems Resource Management, Inc. R.I. REFRIGERATION SUPPLY CO., INC. Perry-McStay Funeral Home, Inc.

RICK W. CAMPBELL

Financial Independence

Related by address

No related companies by address

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State

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