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Gunness Financial Services, LLC

Company Details

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
Purpose: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR INDIVIDUALS, FAMILIES, AND SMALL BUSINESSES.
Principal Address: Google Maps Logo 91 MAIN STREET UNIT 113, WARREN, RI, 02885, USA
Principal Address: Google Maps Logo 91 MAIN STREET UNIT 111, WARREN, RI, 02885, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
LARSON GUNNESS Agent 91 MAIN STREET SUITE 113, WARREN, RI, 02885, USA

Form 5500 Series

Employer Identification Number (EIN):
832862249
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:

Filings

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

USAspending Awards / Financial Assistance

Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21527.65
Total Face Value Of Loan:
21527.65
Date:
2019-09-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
30000.00
Total Face Value Of Loan:
30000.00

Paycheck Protection Program

Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
21527.65
Current Approval Amount:
21527.65
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
21684.54

Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State