Search icon

WARNER & COMPANY LLC

Company Details

Name: WARNER & COMPANY LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 02 Oct 2014 (10 years ago)
Identification Number: 000991876
ZIP code: 02903
County: Providence County
Principal Address: 67 CEDAR STREET SUITE 103, PROVIDENCE, RI, 02903-1042, USA
Mailing Address: 67 CEDAR STREET SUITE 103, PROVIDENCE, RI, 02903, USA
Purpose: CPA FIRM
NAICS: 541213 - Tax Preparation Services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WARNER & COMPANY LLC CASH BALANCE PLAN 2023 472154754 2024-09-17 WARNER & COMPANY LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2024-09-17
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-17
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC 401(K) PLAN 2023 472154754 2024-09-17 WARNER & COMPANY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2024-09-17
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-17
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC 401(K) PLAN 2022 472154754 2023-09-27 WARNER & COMPANY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2023-09-27
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-27
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC CASH BALANCE PLAN 2022 472154754 2023-09-27 WARNER & COMPANY LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2023-09-27
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-27
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC 401(K) PLAN 2021 472154754 2022-07-20 WARNER & COMPANY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-20
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC CASH BALANCE PLAN 2021 472154754 2022-07-20 WARNER & COMPANY LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-20
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC CASH BALANCE PLAN 2020 472154754 2021-09-13 WARNER & COMPANY LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2021-09-13
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-13
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC 401(K) PLAN 2020 472154754 2021-09-13 WARNER & COMPANY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2021-09-13
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-13
Name of individual signing GEORGE F WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC 401(K) PLAN 2019 472154754 2020-06-19 WARNER & COMPANY LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2020-06-19
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-19
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
WARNER & COMPANY LLC 401(K) PLAN 2018 472154754 2019-06-25 WARNER & COMPANY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 67 CEDAR STREET, SUITE 103, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2019-06-25
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-25
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/06/18/20180618152201P040004104007001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 220 WEST EXCHANGE STREET, SUITE 107, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2018-06-18
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-18
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/08/20170608120028P040057550711001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 220 WEST EXCHANGE STREET, SUITE 107, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2017-06-08
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-08
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/07/20160707131628P030019034717001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 4012877115
Plan sponsor’s address 220 WEST EXCHANGE STREET, SUITE 107, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2016-07-07
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-07
Name of individual signing GEORGE WARNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GEORGE F. WARNER III Agent 388 MOURNING DOVE DRIVE, SAUNDERSTOWN, RI, 02874, USA

Filings

Number Name File Date
202444282080 Annual Report 2024-01-19
202328204760 Annual Report 2023-02-13
202208556190 Annual Report 2022-01-25
202106985100 Annual Report 2021-12-11
202106457490 Revocation Notice For Failure to File An Annual Report 2021-12-03
202057456560 Annual Report 2020-09-23
201913548490 Annual Report 2019-08-19
201878566410 Annual Report 2018-10-01
201749389180 Annual Report 2017-09-08
201611821750 Annual Report 2016-11-07

Date of last update: 19 Oct 2024

Sources: Rhode Island Department of State