| Name: | Gunness Financial Services, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 17 Dec 2018 (6 years ago) |
| Identification Number: | 001690891 |
| ZIP code: | 02885 |
| County: | Bristol County |
| Principal Address: | 91 MAIN STREET UNIT 113, WARREN, RI, 02885, USA |
| Purpose: | FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR INDIVIDUALS, FAMILIES, AND SMALL BUSINESSES. |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUNNESS FINANCIAL SERVICES, LLC 401(K) PLAN | 2023 | 832862249 | 2024-09-20 | GUNNESS FINANCIAL SERVICES, LLC | 3 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-09-20 |
| Name of individual signing | ERIC GUNNESS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-20 |
| Name of individual signing | ERIC GUNNESS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| LARSON GUNNESS | Agent | 91 MAIN STREET SUITE 113, WARREN, RI, 02885, USA |
| Number | Name | File Date |
|---|---|---|
| 202460614230 | Annual Report | 2024-10-11 |
| 202460613800 | Reinstatement | 2024-10-11 |
| 202459731850 | Revocation Certificate For Failure to File the Annual Report for the Year | 2024-09-17 |
| 202456725140 | Revocation Notice For Failure to File An Annual Report | 2024-06-18 |
| 202339009000 | Annual Report | 2023-07-03 |
| 202337656080 | Revocation Notice For Failure to File An Annual Report | 2023-06-16 |
| 202214918610 | Annual Report | 2022-04-15 |
| 202104761580 | Annual Report | 2021-11-05 |
| 202194889070 | Annual Report | 2021-03-24 |
| 202194434090 | Revocation Notice For Failure to File An Annual Report | 2021-03-16 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3790467109 | 2020-04-12 | 0165 | PPP | 91 MAIN ST, WARREN, RI, 02885-4301 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 27 Oct 2024
Sources: Rhode Island Department of State
