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  5. Euclid Financial Services Insurance Group, LLC

Euclid Financial Services Insurance Group, LLC

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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
City: Rumford
County: Providence County
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
Principal Address: Google Maps Logo 225 NEWMAN AVE SUITE 303, EAST PROVIDENCE, RI, 02916, USA

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

Agent

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

Form 5500 Series

Employer Identification Number (EIN):
274219005
Plan Year:
2023
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
4017272727
File:
View File
Plan Administrator / Signatory:
LOUISE CASIANO(Plan administrator)
Plan Year:
2022
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
4017272727
File:
View File
Plan Administrator / Signatory:
LOUISE CASIANO(Plan administrator)
LOUISE CASIANO(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
4017272727
File:
View File
Plan Administrator / Signatory:
LOUISE CASIANO(Plan administrator)
Plan Year:
2020
Number Of Participants:
6
Plan Name:
401(K)
Sponsor's telephone number:
4017272727
File:
View File
Plan Administrator / Signatory:
LOUISE CASIANO(Plan administrator)
LOUISE CASIANO(Employer/plan sponsor)
Plan Year:
2019
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
4017272727
File:
View File
Plan Administrator / Signatory:
LOUISE CASIANO(Plan administrator)

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

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-04-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$73,675.87
Total Face Value Of Loan:
$73,675.87
Business Type:
SMALL BUSINESS
Date:
2020-04-22
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
$8,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0

Trademarks

Serial Number:
88802854
Mark:
RETIREMENT FACTORY
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2020-02-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT FACTORY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Entertainment, namely, a continuing talk show broadcast over radio, television, and internet
First Use:
2015-02-01
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
85333994
Mark:
GILI
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2011-05-31
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
GILI
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance agency and brokerage; Insurance and financial information and consultancy services
First Use:
2010-02-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
85195512
Mark:
EUCLID FINANCIAL SERVICES
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2010-12-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
EUCLID FINANCIAL SERVICES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2010-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
12
Initial Approval Amount:
$73,675.87
Date Approved:
2021-04-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$73,675.87
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$74,422.86
Servicing Lender:
The Washington Trust Company of Westerly
Use of Proceeds:
Payroll: $73,674.87

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Related by address

225 NEWMAN AVE SUITE 303, EAST PROVIDENCE, RI, 02916, USA

Bountiful Investment Management, LLC
Domestic Limited Liability Company
Bountiful Investment Management, LLC, which currently Activ, has registered address 225 NEWMAN AVE SUITE 303, EAST PROVIDENCE, RI, 02916, USA.

Date of last update: 13 Jul 2025

Sources: Rhode Island Department of State

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