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  5. James Ian Goldman, CPA, Inc.

James Ian Goldman, CPA, Inc.

Company Details

Name: James Ian Goldman, CPA, Inc.
Jurisdiction: Rhode Island
Entity type: Professional Service Corporation
Status: Activ
Date of Organization in Rhode Island: 05 Feb 2014 (11 years ago)
Identification Number: 000900531
ZIP code: 02888
County: Kent County
Principal Address: 51 JEFFERSON BLVD SUITE 7 SUITE 7, WARWICK, RI, 02888, USA
Purpose: ACCOUNTING SERVICES

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
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2022 464805466 2023-09-05 JAMES IAN GOLDMAN, CPA , INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2022 464805466 2023-08-22 JAMES IAN GOLDMAN, CPA , INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2021 464805466 2022-10-04 JAMES IAN GOLDMAN, CPA , INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2020 464805466 2021-08-18 JAMES IAN GOLDMAN, CPA , INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2019 464805466 2020-09-29 JAMES IAN GOLDMAN, CPA , INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2018 464805466 2019-09-18 JAMES IAN GOLDMAN, CPA , INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2017 464805466 2018-10-11 JAMES IAN GOLDMAN, CPA , INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2016 464805466 2017-10-11 JAMES IAN GOLDMAN, CPA , INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2015 464805466 2016-09-16 JAMES IAN GOLDMAN, CPA , INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
JAMES IAN GOLDMAN, CPA, INC. 401(K) PLAN 2014 464805466 2015-08-24 JAMES IAN GOLDMAN, CPA , INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/15/20140715111656P040039873207001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/13/20130913143322P030142581877001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2013-09-13
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-13
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/14/20120514142152P040007102449001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050393521
Plan administrator’s name JAMES IAN GOLDMAN, CPA
Plan administrator’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4017814200

Signature of
Role Plan administrator
Date 2012-05-14
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-05-14
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050393521
Plan administrator’s name JAMES IAN GOLDMAN, CPA
Plan administrator’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4017814200

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing JAMES GOLDMAN
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-07-28
Name of individual signing JAMES GOLDMAN
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/28/20110728104611P030102222849001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050393521
Plan administrator’s name JAMES IAN GOLDMAN, CPA
Plan administrator’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4017814200

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-28
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/31/20100831123359P070014480786001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-07-09
Business code 541211
Sponsor’s telephone number 4017814200
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 050393521
Plan administrator’s name JAMES IAN GOLDMAN, CPA
Plan administrator’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Administrator’s telephone number 4017814200

Signature of
Role Plan administrator
Date 2010-08-31
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-31
Name of individual signing JAMES GOLDMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JAMES IAN GOLDMAN Agent 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888, USA

TREASURER

Name Role Address
JAMES IAN GOLDMAN TREASURER 51 JEFFERSON BOULEVARD WARWICK, RI 02888 USA

VICE PRESIDENT

Name Role Address
JAMES IAN GOLDMAN VICE PRESIDENT 51 JEFFERSON BOULEVARD WARWICK, RI 02888 USA

SECRETARY

Name Role Address
JAMES IAN GOLDMAN SECRETARY 51 JEFFERSON BOULEVARD WARWICK, RI 02888 USA

PRESIDENT

Name Role Address
JAMES IAN GOLDMAN PRESIDENT 51 JEFFERSON BOULEVARD WARWICK, RI 02888 USA

OTHER OFFICER

Name Role Address
JAMES IAN GOLDMAN OTHER OFFICER 51 JEFFERSON BLVD, SUITE 7, SUITE 7 WARWICK, RI 02888 USA

Filings

Number Name File Date
202451000710 Annual Report 2024-04-13
202327332950 Annual Report 2023-02-02
202209107760 Annual Report 2022-02-01
202185817750 Annual Report 2021-01-11
202059451860 Annual Report 2020-09-30
202055115360 Revocation Notice For Failure to File An Annual Report 2020-09-16
201985340190 Annual Report 2019-01-29
201857190090 Annual Report 2018-01-31
201729552760 Annual Report 2017-01-05
201692048530 Annual Report 2016-02-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6329938306 2021-01-26 0165 PPS 51 Jefferson Blvd, Warwick, RI, 02888-1002
Loan Status Date 2021-11-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 30472
Loan Approval Amount (current) 30472
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Warwick, KENT, RI, 02888-1002
Project Congressional District RI-02
Number of Employees 2
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 30685.72
Forgiveness Paid Date 2021-10-25
8584167202 2020-04-28 0165 PPP 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888
Loan Status Date 2021-06-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 30200
Loan Approval Amount (current) 30200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02888-0074
Project Congressional District RI-02
Number of Employees 2
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 30511.1
Forgiveness Paid Date 2021-05-13

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 18 Oct 2024

Sources: Rhode Island Department of State

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