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Euclid Financial Services Insurance Group, LLC

Company Details

Name: Euclid Financial Services Insurance Group, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 26 Feb 2010 (15 years ago)
Identification Number: 000530502
ZIP code: 02916
County: Providence County
Principal Address: 225 NEWMAN AVE SUITE 303, EAST PROVIDENCE, RI, 02916, USA
Purpose: FINANCIAL SERVICES
NAICS: 524210 - Insurance Agencies and Brokerages
Fictitious names: Retirement Factory (trading name, 2022-03-16 - )
Euclid Financial Services (trading name, 2022-03-16 - )
Historical names: Euclid Financial Services, LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EUCLID FINANCIAL SERVICES, LLC 401(K) PLAN 2023 274219005 2024-06-25 EUCLID FINANCIAL SERVICES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 4017272727
Plan sponsor’s address 225 NEWMAN AVE., RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2024-06-25
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
EUCLID FINANCIAL SERVICES, LLC 401(K) PLAN 2022 274219005 2023-08-07 EUCLID FINANCIAL SERVICES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 4017272727
Plan sponsor’s address 225 NEWMAN AVE., RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2023-08-07
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-07
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
EUCLID FINANCIAL SERVICES, LLC 401(K) PLAN 2021 274219005 2022-08-04 EUCLID FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 4017272727
Plan sponsor’s address 225 NEWMAN AVE., RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2022-08-04
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
EUCLID FINANCIAL SERVICES, LLC 401(K) PLAN 2020 274219005 2021-07-08 EUCLID FINANCIAL SERVICES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 4017272727
Plan sponsor’s address 225 NEWMAN AVE., RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2021-07-08
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-08
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
EUCLID FINANCIAL SERVICES, LLC 401(K) PLAN 2019 274219005 2020-09-23 EUCLID FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 4017272727
Plan sponsor’s address 225 NEWMAN AVE., RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2020-09-23
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature
EUCLID FINANCIAL SERVICES, LLC 401(K) PLAN 2018 274219005 2019-07-22 EUCLID FINANCIAL SERVICES, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 4017272727
Plan sponsor’s address 225 NEWMAN AVE., RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing LOUISE CASIANO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOSHUA J. WELLS Agent 136 DENVER STREET, PAWTUCKET, RI, 02860, USA

Events

Type Date Old Value New Value
Name Change 2022-03-16 Euclid Financial Services, LLC Euclid Financial Services Insurance Group, LLC

Filings

Number Name File Date
202448457600 Annual Report 2024-03-13
202329826240 Annual Report 2023-03-02
202220641140 Annual Report 2022-06-30
202219485630 Revocation Notice For Failure to File An Annual Report 2022-06-22
202212983250 Fictitious Business Name Statement 2022-03-16
202212982640 Fictitious Business Name Statement 2022-03-16
202212979370 Articles of Amendment 2022-03-16
202101277660 Annual Report 2021-09-13
202057031190 Annual Report 2020-09-22
201914434170 Annual Report 2019-08-21

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State