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Utilidata, Inc.

Headquarter

Company Details

Name: Utilidata, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 18 Apr 2012 (13 years ago)
Identification Number: 000789682
ZIP code: 02903
County: Providence County
Place of Formation: DELAWARE
Principal Address: 225 DYER STREET FLOOR 2 - CIC, PROVIDENCE, RI, 02903, USA
Purpose: UTILIDATA IS AN AI-POWERED TECHNOLOGY COMPANY THAT PROVIDES UTILITIES WITH ROBUST, REAL-TIME INSIGHTS TO OPERATE A CONNECTED GRID AND BETTER SERVE THEIR CUSTOMERS.
NAICS: 541512 - Computer Systems Design Services

Links between entities

Type Company Name Company Number State
Headquarter of Utilidata, Inc., KENTUCKY 1322861 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UTILIDATA 401(K) PLAN 2023 911384368 2024-05-28 UTILIDATA, INC. 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013832116
Plan sponsor’s address 225 DYER STREET, 2ND FLOOR - CIC, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2024-05-28
Name of individual signing KELLY MCCORMACK
Valid signature Filed with authorized/valid electronic signature
UTILIDATA 401(K) PLAN 2022 911384368 2023-05-26 UTILIDATA, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013832116
Plan sponsor’s address 225 DYER STREET, 2ND FLOOR - CIC, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2023-05-26
Name of individual signing KELLY MCCORMACK
Valid signature Filed with authorized/valid electronic signature
UTILIDATA 401(K) PLAN 2021 911384368 2022-05-25 UTILIDATA, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013832116
Plan sponsor’s address 225 DYER STREET, 2ND FLOOR - CIC, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2022-05-25
Name of individual signing KELLY MCCORMACK
Valid signature Filed with authorized/valid electronic signature
UTILIDATA 401(K) PLAN 2020 911384368 2021-06-12 UTILIDATA, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013832116
Plan sponsor’s address 225 DYER STREET, 2ND FLOOR - CIC, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2021-06-12
Name of individual signing KELLY MCCORMACK
Valid signature Filed with authorized/valid electronic signature
UTILIDATA 401(K) PLAN 2019 911384368 2020-07-29 UTILIDATA, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 225 DYER STREET, 2ND FLOOR-CIC, PROVIDENCE, RI, 02903
UTILIDATA 401(K) PLAN 2018 911384368 2019-07-12 UTILIDATA, INC. 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address ONE WEST EXCHANGE STREET, 5A, PROVIDENCE, RI, 02903
UTILIDATA 401(K) PLAN 2017 911384368 2018-04-06 UTILIDATA, INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 245 CHAPMAN STREET, SUITE 200, PROVIDENCE, RI, 02905
UTILIDATA 401(K) PLAN 2016 911384368 2017-05-02 UTILIDATA, INC. 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 245 CHAPMAN STREET, SUITE 200, PROVIDENCE, RI, 02905
UTILIDATA 401(K) PLAN 2015 911384368 2016-07-27 UTILIDATA, INC. 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 245 CHAPMAN STREET, SUITE 200, PROVIDENCE, RI, 02905
UTILIDATA 401(K) PLAN 2014 911384368 2015-03-18 UTILIDATA, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 245 CHAPMAN STREET, SUITE 200, PROVIDENCE, RI, 02905
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/29/20140729164929P030020372863001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 245 CHAPMAN ROAD, SUITE 200, PROVIDENCE, RI, 02905
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/04/20130604070714P040085608405001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 541511
Sponsor’s telephone number 4013835800
Plan sponsor’s address 245 CHAPMAN STREET, STE 200, PROVIDENCE, RI, 02905

Signature of

Role Plan administrator
Date 2013-06-03
Name of individual signing MICHAEL C. WYNNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-03
Name of individual signing MICHAEL C. WYNNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

CEO

Name Role Address
JOSHUA BRUMBERGER CEO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

PRESIDENT & COO

Name Role Address
JESS MELANSON PRESIDENT & COO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

CTO

Name Role Address
MARISSA HUMMON CTO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

CXO

Name Role Address
THERESA GILBERT CXO 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

DIRECTOR

Name Role Address
JOSHUA BRUMBERGER DIRECTOR 2225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
DON TAPPAN DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
JOHN RAPAPORT DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
ALICIA BARTON DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA
HUNTER HORGAN DIRECTOR 225 DYER STREET, FLOOR 2 - CIC PROVIDENCE, RI 02903 USA

Filings

Number Name File Date
202449668960 Annual Report 2024-03-28
202448805960 Application for Amended Certificate of Authority 2024-03-15
202329098250 Annual Report 2023-02-22
202212792320 Annual Report 2022-03-14
202212438110 Application for Amended Certificate of Authority 2022-03-08
202193460900 Annual Report 2021-03-02
202193436770 Application for Amended Certificate of Authority 2021-03-02
202031121460 Annual Report 2020-01-06
201987936030 Annual Report 2019-03-01
201859238060 Annual Report 2018-02-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6476677206 2020-04-28 0165 PPP 225 Dyer St, 2nd Floor, PROVIDENCE, RI, 02903-3927
Loan Status Date 2021-06-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 433597
Loan Approval Amount (current) 433597
Undisbursed Amount 0
Franchise Name -
Lender Location ID 14795
Servicing Lender Name Banc of California
Servicing Lender Address 11611 San Vicente Blvd, Ste 500, Los Angeles, CA, 90049
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PROVIDENCE, PROVIDENCE, RI, 02903-3927
Project Congressional District RI-02
Number of Employees 17
NAICS code 541511
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 14795
Originating Lender Name Banc of California
Originating Lender Address Los Angeles, CA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 438075.52
Forgiveness Paid Date 2021-05-21

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State