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  5. SHERRY FERDINANDI, CPA LLC

SHERRY FERDINANDI, CPA LLC

Company Details

Name: SHERRY FERDINANDI, CPA LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 24 Jul 2011 (14 years ago)
Identification Number: 000691868
ZIP code: 02910
County: Providence County
Principal Address: 945 RESERVOIR AVENUE STE A, CRANSTON, RI, 02910, USA
Purpose: ACCOUNTANT

Industry & Business Activity

NAICS

541211 Offices of Certified Public Accountants

This U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; (3) preparing financial statements; (4) developing budgets; and (5) providing advice on matters related to accounting. These establishments may also provide related services, such as bookkeeping, tax return preparation, and payroll processing. Learn more at the U.S. Census Bureau

Companies doing Offices of certified public accountants

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2023 454035455 2024-10-14 SHERRY FERDINANDI CPA 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012873344
Plan sponsor’s address 945 RESERVOIR AVENUE, SUITE A, CRANSTON, RI, 02920

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing SHERRY FERDINANDI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing SHERRY E FERDINANDI CPA
Valid signature Filed with authorized/valid electronic signature
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2022 454035455 2023-08-30 SHERRY FERDINANDI CPA 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012873344
Plan sponsor’s address 945 RESERVOIR AVENUE, SUITE A, CRANSTON, RI, 02920
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2021 454035455 2022-09-21 SHERRY FERDINANDI CPA 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012873344
Plan sponsor’s address 945 RESERVOIR AVENUE, SUITE A, CRANSTON, RI, 02920
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2020 454035455 2021-09-22 SHERRY FERDINANDI CPA 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012873344
Plan sponsor’s address 945 RESERVOIR AVENUE, SUITE A, CRANSTON, RI, 02920
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2019 454035455 2020-08-24 SHERRY FERDINANDI CPA 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012283344
Plan sponsor’s address 121 PHENIX AVENUE, CRANSTON, RI, 02920
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2018 454035455 2019-09-04 SHERRY FERDINANDI CPA 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012283344
Plan sponsor’s address 121 PHENIX AVENUE, CRANSTON, RI, 02920
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2017 454035455 2018-10-03 SHERRY FERDINANDI CPA 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012283344
Plan sponsor’s address 121 PHENIX AVENUE, CRANSTON, RI, 02920
SHERRY FERDINANDI CPA, LLC 401(K) PLAN 2016 454035455 2017-06-20 SHERRY FERDINANDI CPA 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012283344
Plan sponsor’s address 121 PHENIX AVENUE, CRANSTON, RI, 02920
SHERRY FERDINANDI, CPA, LLC 401(K) PLAN 2015 454035455 2016-07-29 SHERRY FERDINANDI, CPA, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 541211
Sponsor’s telephone number 4012283344
Plan sponsor’s address 121 PHENIX AVENUE, CRANSTON, RI, 02920

Agent

Name Role Address
STEVEN J. FERDINANDI Agent 945 RESERVOIR AVENUE SUITE A, CRANSTON, RI, 02910, USA

Filings

Number Name File Date
202453248390 Annual Report 2024-04-30
202336469500 Annual Report 2023-05-31
202208788410 Annual Report 2022-01-28
202103148030 Annual Report 2021-10-13
202103147330 Statement of Change of Registered/Resident Agent Office 2021-10-13
202061593060 Annual Report 2020-10-06
201921823000 Annual Report 2019-09-30
201881600820 Annual Report 2018-11-19
201754037830 Annual Report 2017-11-24
201627508490 Annual Report 2016-11-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8492237202 2020-04-28 0165 PPP 121 PHENIX AVE, CRANSTON, RI, 02920-4221
Loan Status Date 2022-02-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 23000
Loan Approval Amount (current) 23000
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 Y
LMI Y
Business Age Description Unanswered
Project Address CRANSTON, PROVIDENCE, RI, 02920-4221
Project Congressional District RI-02
Number of Employees 3
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 243908
Originating Lender Name Freedom National Bank, A Division of
Originating Lender Address GREENVILLE, RI
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 23196.78
Forgiveness Paid Date 2021-03-03

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STEVEN J. FERDINANDI

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Related by address

945 RESERVOIR AVENUE STE A, CRANSTON, RI, 02910, USA

EWGA Rhode Island Chapter of the Executive Women's Golf Association

Date of last update: 16 Oct 2024

Sources: Rhode Island Department of State

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