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Piccerelli, Gilstein & Company, LLP

Company Details

Name: Piccerelli, Gilstein & Company, LLP
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Partnership
Status: Activ
Date of Organization in Rhode Island: 06 Jan 2017 (8 years ago)
Identification Number: 001669777
ZIP code: 02903
County: Providence County
Principal Address: 100 WESTMINSTER STREET SUITE 500, PROVIDENCE, RI, 02903, USA
Purpose: PUBLIC ACCOUNTANCY

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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2023 050353162 2024-05-13 PICCERELLI, GILSTEIN & COMPANY, LLP 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 02903
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2022 050353162 2023-07-28 PICCERELLI, GILSTEIN & COMPANY, LLP 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 02903
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2021 050353162 2022-06-01 PICCERELLI, GILSTEIN & COMPANY, LLP 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 02903
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2020 050353162 2021-06-11 PICCERELLI, GILSTEIN & COMPANY, LLP 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 02903
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2019 050353162 2020-06-25 PICCERELLI, GILSTEIN & COMPANY, LLP 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 02903
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2018 050353162 2019-06-26 PICCERELLI, GILSTEIN & COMPANY, LLP 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2017 050353162 2018-09-06 PICCERELLI, GILSTEIN & COMPANY, LLP 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2016 050353162 2017-07-28 PICCERELLI, GILSTEIN & COMPANY, LLP 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2015 050353162 2016-05-31 PICCERELLI, GILSTEIN & COMPANY, LLP 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
PICCERELLI, GILSTEIN & COMPANY 401K PROFIT SHARING PLAN 2014 050353162 2015-06-22 PICCERELLI, GILSTEIN & COMPANY, LLP 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216

Signature of

Role Plan administrator
Date 2015-06-22
Name of individual signing JOHN MATHIAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/26/20140826111138P040102043271001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216

Signature of

Role Plan administrator
Date 2014-08-26
Name of individual signing JOHN MATHIAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/09/05/20130905090944P030372112291001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216

Plan administrator’s name and address

Administrator’s EIN 050353162
Plan administrator’s name PICCERELLI, GILSTEIN & COMPANY, LLP
Plan administrator’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
Administrator’s telephone number 4018310200

Signature of

Role Plan administrator
Date 2013-09-05
Name of individual signing JOHN MATHIAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/24/20120824121746P030105008384001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216

Plan administrator’s name and address

Administrator’s EIN 050353162
Plan administrator’s name PICCERELLI, GILSTEIN & COMPANY, LLP
Plan administrator’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
Administrator’s telephone number 4018310200

Signature of

Role Plan administrator
Date 2012-08-24
Name of individual signing JOHN MATHIAS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/25/20110725095855P040464932880001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 541211
Sponsor’s telephone number 4018310200
Plan sponsor’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216

Plan administrator’s name and address

Administrator’s EIN 050353162
Plan administrator’s name PICCERELLI, GILSTEIN & COMPANY, LLP
Plan administrator’s address 144 WESTMINSTER STREET, PROVIDENCE, RI, 029032216
Administrator’s telephone number 4018310200

Signature of

Role Plan administrator
Date 2011-07-25
Name of individual signing JOHN MATHIAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-25
Name of individual signing JOHN MATHIAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WILLIAM J. PICCERELLI Agent 144 WESTMINSTER STREET, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202446003340 Annual Report 2024-02-08
202325821410 Registration Renewal 2023-01-06
202220727790 Miscellaneous Filing (No Fee) 2022-07-05
202107181150 Registration Renewal 2021-12-16
202079352080 Registration Renewal 2020-12-10
201930442010 Registration Renewal 2019-12-19
201883232650 Registration Renewal 2018-12-26
201755265250 Registration Renewal 2017-12-21
201729603110 Registered Limited Liability Partnership 2017-01-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6577417001 2020-04-07 0165 PPP 144 WESTMINSTER ST STE 5, PROVIDENCE, RI, 02903-2216
Loan Status Date 2021-04-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 786600
Loan Approval Amount (current) 786600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PROVIDENCE, PROVIDENCE, RI, 02903-2216
Project Congressional District RI-02
Number of Employees 36
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 793176.85
Forgiveness Paid Date 2021-02-19

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State