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Gamm Financial Group, Inc.

Company Details

Name: Gamm Financial Group, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 14 May 2014 (11 years ago)
Identification Number: 000934143
ZIP code: 02910
County: Providence County
Principal Address: 888 RESERVOIR AVENUE, CRANSTON, RI, 02910, USA
Purpose: TO ENGAGE IN ANY LAWFUL BUSINESS Title: 7-1.2-1701
NAICS: 523930 - Investment Advice
Fictitious names: TW Financial Group (trading name, 2019-07-12 - )

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GAMM FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2023 465686230 2024-06-27 GAMM FINANCIAL GROUP INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 4016814999
Plan sponsor’s address 888 RESERVOIR AVE, CRANSTON, RI, 029104414

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2024-06-27
Name of individual signing ERISA FIDUCIARY SERVICES, INC.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRUCE A. WOLPERT, ESQ. Agent 235 PROMENADE STREET SUITE 475, PROVIDENCE, RI, 02908, USA

PRESIDENT

Name Role Address
DANIEL A. GAMM PRESIDENT 888 RESERVOIR AVENUE CRANSTON, RI 02910 USA

Filings

Number Name File Date
202460515690 Articles of Amendment 2024-10-08
202447797130 Annual Report 2024-02-29
202332491910 Annual Report 2023-04-06
202222510480 Statement of Change of Registered/Resident Agent Office 2022-08-26
202212639300 Annual Report 2022-03-04
202192462040 Annual Report 2021-02-19
202033146100 Annual Report 2020-01-21
201903648030 Fictitious Business Name Statement 2019-07-12
201986019950 Annual Report 2019-02-04
201857730700 Annual Report 2018-02-05

Date of last update: 19 Oct 2024

Sources: Rhode Island Department of State