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Growthlab Financial Services, Inc.

Company Details

Name: Growthlab Financial Services, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Conversion
Date of Organization in Rhode Island: 13 Feb 2020 (5 years ago)
Date of Dissolution: 15 Jul 2024 (9 months ago)
Date of Status Change: 15 Jul 2024 (9 months ago)
Identification Number: 001704800
ZIP code: 02903
County: Providence County
Place of Formation: MASSACHUSETTS
Principal Address: 146 CLIFFORD STREET, PROVIDENCE, RI, 02903, USA
Purpose: PROVIDES CONSULTING, ACCOUNTING AND BUSINESS SERVICES TO CUSTOMERS

Industry & Business Activity

NAICS

541219 Other Accounting Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing accounting services (except tax return preparation services only or payroll services only). These establishments may also provide tax return preparation or payroll services. Accountant (except CPA) offices, bookkeeper offices, and billing offices are included in this industry. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GROWTHLAB FINANCIAL SERVICES 401(K) PLAN 2023 043095393 2024-05-13 GROWTHLAB FINANCIAL SERVICES, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 8886738481
Plan sponsor’s address 146 CLIFFORD STREET, SUITE 120, PROVIDENCE, RI, 02903

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 2024-05-13
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
GROWTHLAB FINANCIAL SERVICES 401(K) PLAN 2022 043095393 2023-05-27 GROWTHLAB FINANCIAL SERVICES, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541219
Sponsor’s telephone number 8886738481
Plan sponsor’s address 146 CLIFFORD STREET, SUITE 120, PROVIDENCE, RI, 02903

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

Agent

Name Role Address
DANIEL GERTRUDES Agent 56 PRESIDENT AVENUE, PROVIDENCE, RI, 02906, USA

PRESIDENT

Name Role Address
STEVEN BYLER PRESIDENT 25 ADIRONDACK DRIVE EAST GREENWICH, RI 02818 US
DAN GERTRUDES PRESIDENT 56 PRESIDENT AVE PROVIDENCE, RI 02906 USA

DIRECTOR

Name Role Address
STEVEN BYLER DIRECTOR 25 ADIRONDACK DRIVE EAST GREENWICH, RI 02818 USA
DANIEL GERTRUDES DIRECTOR 56 PRESIDENT AVENUE PROVIDENCE, RI 02906 USA

Events

Type Date Old Value New Value
Conversion 2024-07-15 Growthlab Financial Services, Inc. GrowthLab Financial Services, Inc. on 07-15-2024

Filings

Number Name File Date
202445758700 Annual Report 2024-02-06
202325972220 Annual Report 2023-01-12
202221902790 Annual Report 2022-08-03
202220244620 Revocation Notice For Failure to File An Annual Report 2022-06-27
202186013430 Annual Report 2021-01-13
202034334290 Application for Certificate of Authority 2020-02-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6451207710 2020-05-01 0165 PPP 146 CLIFFORD STREET SUITE 102, PROVIDENCE, RI, 02903
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 198129
Loan Approval Amount (current) 198129
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description New Business or 2 years or less
Project Address PROVIDENCE, PROVIDENCE, RI, 02903-0300
Project Congressional District RI-02
Number of Employees 15
NAICS code 561499
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 200077.72
Forgiveness Paid Date 2021-04-29

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State