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  5. WARNER & COMPANY LLC

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 (11 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

Industry & Business Activity

NAICS

541213 Tax Preparation Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required. Learn more at the U.S. Census Bureau

Companies doing 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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5736167710 2020-05-01 0165 PPP 67 CEDAR ST STE 103, PROVIDENCE, RI, 02903-1042
Loan Status Date 2021-07-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 104652
Loan Approval Amount (current) 104652
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description New Business or 2 years or less
Project Address PROVIDENCE, PROVIDENCE, RI, 02903-1042
Project Congressional District RI-02
Number of Employees 5
NAICS code 999990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 105850.48
Forgiveness Paid Date 2021-06-24

Related by officers

No related officers

Related by address

67 CEDAR STREET SUITE 103, PROVIDENCE, RI, 02903, USA

HAIR AGAIN, INC.

Date of last update: 19 Oct 2024

Sources: Rhode Island Department of State

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