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Aggregate Financial Group, LLC

Company Details

Name: Aggregate Financial Group, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 09 May 2016 (9 years ago)
Identification Number: 001663158
ZIP code: 02915
County: Providence County
Principal Address: 501 WAMPANOAG TRAIL SUITE 200, EAST PROVIDENCE, RI, 02915, USA
Purpose: FINANCIAL SERVICES AND PLANNING

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JONATHAN P. MATRULLO Agent 501 WAMPANOAG TRAIL SUITE 200, EAST PROVIDENCE, RI, 02915, USA

Filings

Number Name File Date
202454550320 Annual Report 2024-05-20
202334698290 Annual Report 2023-04-30
202214428740 Annual Report 2022-04-11
202103385930 Annual Report 2021-10-18
202065147070 Annual Report 2020-10-15
201913660930 Annual Report 2019-08-19
201877646690 Statement of Change of Registered/Resident Agent Office 2018-09-18
201877646500 Annual Report - Amended 2018-09-18
201877622720 Annual Report 2018-09-18
201750562840 Annual Report 2017-09-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5096177300 2020-04-30 0165 PPP 500 Wampanoag Trail 200, East Providence, RI, 02905
Loan Status Date 2022-06-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 44000
Loan Approval Amount (current) 44000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address East Providence, PROVIDENCE, RI, 02905-0001
Project Congressional District RI-02
Number of Employees 4
NAICS code 541613
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 28552.17
Forgiveness Paid Date 2022-03-21
8843658307 2021-01-30 0165 PPS 501 Wampanoag Trl Unit 200, Riverside, RI, 02915-1507
Loan Status Date -
Loan Status Exemption 4
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 44000
Loan Approval Amount (current) 44000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Riverside, PROVIDENCE, RI, 02915-1507
Project Congressional District RI-01
Number of Employees 4
NAICS code 541613
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 28384.72
Forgiveness Paid Date 2022-05-04

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State