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  5. Euclid Financial Services Insurance Group, LLC

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
Fictitious names: Retirement Factory (trading name, 2022-03-16 - )
Euclid Financial Services (trading name, 2022-03-16 - )
Historical names: Euclid Financial Services, LLC

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

Companies doing Insurance agencies and brokerages

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8942508804 2021-04-23 0165 PPP 225 Newman Ave Ste 303, Rumford, RI, 02916-1218
Loan Status Date 2022-05-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 73675.87
Loan Approval Amount (current) 73675.87
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65777
Servicing Lender Name The Washington Trust Company of Westerly
Servicing Lender Address 23 Broad St, WESTERLY, RI, 02891-1879
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rumford, PROVIDENCE, RI, 02916-1218
Project Congressional District RI-01
Number of Employees 12
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 65777
Originating Lender Name The Washington Trust Company of Westerly
Originating Lender Address WESTERLY, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 74422.86
Forgiveness Paid Date 2022-04-27

Related by officers

No related officers

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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