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The Financial Planners Assistance Corporation

Company Details

Name: The Financial Planners Assistance Corporation
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 28 Feb 2017 (8 years ago)
Identification Number: 001671377
ZIP code: 02914
County: Providence County
Place of Formation: PENNSYLVANIA
Principal Address: 475 TAUNTON AVENUE, EAST PROVIDENCE, RI, 02914, USA
Purpose: COMPLIANCE SERVICES FOR INVESTMENT ADVISORY FIRMS
NAICS: 541611 - Administrative Management and General Management Consulting Services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 401(K) PLAN 2023 232322006 2024-05-15 THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 4014666008
Plan sponsor’s address 475 TAUNTON AVENUE, EAST PROVIDENCE, RI, 02806

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 401(K) PLAN 2022 232322006 2023-05-27 THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 4014666008
Plan sponsor’s address 475 TAUNTON AVENUE, EAST PROVIDENCE, RI, 02806

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 401(K) PLAN 2021 232322006 2022-05-03 THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 4014666008
Plan sponsor’s address 475 TAUNTON AVENUE, EAST PROVIDENCE, RI, 02806

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-03
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 401(K) PLAN 2020 232322006 2021-06-02 THE FINANCIAL PLANNERS ASSISTANCE CORPORATION 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 4014666008
Plan sponsor’s address 475 TAUNTON AVENUE, EAST PROVIDENCE, RI, 02806

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-06-02
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JAMES CULLEN Agent 475 TAUNTON AVENUE, EAST PROVIDENCE, RI, 02914, USA

PRESIDENT

Name Role Address
JAMES CULLEN PRESIDENT 475 TAUNTON AVENUE EAST PROVIDENCE, RI 02914 USA

Filings

Number Name File Date
202445511440 Annual Report 2024-02-05
202325973650 Annual Report 2023-01-12
202213925240 Statement of Change of Registered/Resident Agent Office 2022-04-04
202213547370 Revocation Notice For Failure to Maintain a Registered Office 2022-03-28
202210770960 Annual Report 2022-02-11
202213485960 Registered Office Not Maintained 2022-02-01
202207896440 Annual Report 2022-01-12
202191950890 Annual Report 2021-02-18
202035379740 Annual Report 2020-02-27
201986056450 Annual Report 2019-02-06

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State