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  5. DALEY & ORTON, LLC

DALEY & ORTON, LLC

Company Details

Name: DALEY & ORTON, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 15 Jan 2010 (15 years ago)
Identification Number: 000525106
ZIP code: 02888
County: Kent County
Principal Address: 1383 WARWICK AVENUE, WARWICK, RI, 02888, USA
Purpose: ATTORNEYS

Industry & Business Activity

NAICS

541110 Offices of Lawyers

This industry comprises offices of legal practitioners known as lawyers or attorneys (i.e., counselors-at-law) primarily engaged in the practice of law. Establishments in this industry may provide expertise in a range or in specific areas of law, such as criminal law, corporate law, family and estate law, patent law, real estate law, or tax law. Learn more at the U.S. Census Bureau

Companies doing Offices of lawyers

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DALEY & ORTON, LLC 401(K) PLAN 2022 271595822 2023-10-12 DALEY & ORTON, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888
DALEY & ORTON, LLC 2021 271595822 2022-10-17 DALEY & ORTON, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888
DALEY & ORTON, LLC 401(K) PLAN 2020 271595822 2021-11-23 DALEY & ORTON, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2021-11-23
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-23
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2020 271595822 2021-11-23 DALEY & ORTON, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2021-11-23
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-23
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2019 271595822 2021-11-23 DALEY & ORTON, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2021-11-23
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-23
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2018 271595822 2019-10-15 DALEY & ORTON, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing KEVIN M DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing KEVIN M DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2017 271595822 2018-10-10 DALEY & ORTON, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2016 271595822 2017-10-16 DALEY & ORTON, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing KEVIN DALEY
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2015 271595822 2016-10-13 DALEY & ORTON, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing CHRISTOPHER ORTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-13
Name of individual signing CHRISTOPHER ORTON
Valid signature Filed with authorized/valid electronic signature
DALEY & ORTON, LLC 401(K) PLAN 2014 271595822 2015-07-16 DALEY & ORTON, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 1383 WARWICK AVENUE, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2015-07-16
Name of individual signing CHRISTOPHER M. ORTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-16
Name of individual signing CHRISTOPHER M. ORTON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/09/20140609093558P030004716516001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 300 JEFFERSON BLVD., SUITE 105, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2014-06-09
Name of individual signing CHRISTOPHER M. ORTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-09
Name of individual signing CHRISTOPHER M. ORTON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/11/20130611134658P040089119925001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 300 JEFFERSON BLVD., SUITE 105, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2013-06-11
Name of individual signing CHRISTOPHER M. ORTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-11
Name of individual signing CHRISTOPHER M. ORTON
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/11/20121011103335P040001185430001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541110
Sponsor’s telephone number 4019215901
Plan sponsor’s address 300 JEFFERSON BLVD., SUITE 105, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 271595822
Plan administrator’s name DALEY & ORTON, LLC
Plan administrator’s address 300 JEFFERSON BLVD., SUITE 105, WARWICK, RI, 02888
Administrator’s telephone number 4019215901

Signature of
Role Plan administrator
Date 2012-10-11
Name of individual signing CHRISTOPHER ORTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-11
Name of individual signing CHRISTOPHER ORTON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
KEVIN M. DALEY Agent 1383 WARWICK AVENUE, WARWICK, RI, 02888, USA

Filings

Number Name File Date
202458310010 Annual Report 2024-07-24
202456500800 Revocation Notice For Failure to File An Annual Report 2024-06-18
202335279470 Annual Report 2023-05-04
202217141510 Annual Report 2022-05-04
202102142110 Annual Report 2021-09-24
202192439150 Annual Report 2021-02-19
201927990580 Annual Report 2019-11-20
201881576260 Annual Report 2018-11-19
201751285180 Annual Report 2017-10-06
201628360510 Annual Report 2016-12-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3866667107 2020-04-12 0165 PPP 1383 WARWICK AVE, WARWICK, RI, 02888-5066
Loan Status Date 2022-02-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 46200
Loan Approval Amount (current) 46200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33371
Servicing Lender Name Bristol County Savings Bank
Servicing Lender Address 29 Broadway, TAUNTON, MA, 02780-3269
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02888-5066
Project Congressional District RI-02
Number of Employees 4
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 243908
Originating Lender Name Freedom National Bank, A Division of
Originating Lender Address GREENVILLE, RI
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 46551.63
Forgiveness Paid Date 2021-01-13

Related by officers

KEVIN M. DALEY

WICKFORD INSURANCE AGENCY, INC. AERO INTERIOR CONTRACTORS, INC. AMT HOLDINGS LLC PRICELESS IMPRESSIONS, LLC KARRINICK REALTY, LLC SPOTS, LLC Workforce Dynamics, LLC Tuscan Food, Inc. PALIO, Inc. Allcom Antennas and Lines, Inc.

Related by address

1383 WARWICK AVENUE, WARWICK, RI, 02888, USA

MAGNONE ENTERPRISES INC. PROJECTS UNLIMITED INC. EDINE LIMITED J.K. STEVENS, INC. RAIN TECHNOLOGIES, INC. J.B. ALTA, INC. CLASSICA HEALTH PRODUCTS, INC. JOHN D. WERTH ASSOCIATES, INC. GEMMA REALTY, LLC 819 ELMWOOD AVE. LLC

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State

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