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Kelly Financial Services, LLC

Company Details

Name: Kelly Financial Services, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 13 Jul 2020 (5 years ago)
Identification Number: 001709929
ZIP code: 02910
County: Providence County
Principal Address: 30 PARKMAN STREET, CRANSTON, RI, 02910, USA
Purpose: BOOKKEEPING FOR SMALL BUSINESSES.
NAICS: 541219 - Other Accounting Services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KELLY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 274530406 2024-06-12 KELLY FINANCIAL SERVICES LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4018351749
Plan sponsor’s address 61 DEVIN DRIVE, PORTSMOUTH, RI, 02871

Signature of

Role Plan administrator
Date 2024-06-12
Name of individual signing MARY MADELINE KELLY
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 274530406 2023-06-28 KELLY FINANCIAL SERVICES LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4012930534
Plan sponsor’s address 61 DEVIN DRIVE, PORTSMOUTH, RI, 02871

Signature of

Role Plan administrator
Date 2023-06-28
Name of individual signing MARY MADELINE KELLY
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 274530406 2022-07-25 KELLY FINANCIAL SERVICES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4012930534
Plan sponsor’s address 61 DEVIN DRIVE, PORTSMOUTH, RI, 02871

Signature of

Role Plan administrator
Date 2022-07-25
Name of individual signing MARY MADELINE KELLY
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 274530406 2021-08-23 KELLY FINANCIAL SERVICES LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4012930534
Plan sponsor’s address 61 DEVIN DRIVE, PORTSMOUTH, RI, 02871

Signature of

Role Plan administrator
Date 2021-08-23
Name of individual signing MARY MADELINE KELLY
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 274530406 2020-05-28 KELLY FINANCIAL SERVICES LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4012930534
Plan sponsor’s address 61 DEVIN DRIVE, PORTSMOUTH, RI, 02871

Signature of

Role Plan administrator
Date 2020-05-28
Name of individual signing STEPHANIE HUNTER
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2018 274530406 2019-06-18 KELLY FINANCIAL SERVICES LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 812990
Sponsor’s telephone number 4016830139
Plan sponsor’s address 61 DEVIN DRIVE, PORTSMOUTH, RI, 02871

Signature of

Role Plan administrator
Date 2019-06-18
Name of individual signing STEPHANIE HUNTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DEANNA KELLY Agent 30 PARKMAN ST, CRANSTON, RI, 02910, USA

Filings

Number Name File Date
202450286520 Annual Report 2024-04-06
202450286250 Statement of Change of Registered/Resident Agent Office 2024-04-06
202449490840 Revocation Notice For Failure to Maintain a Registered Office 2024-03-27
202448606530 Registered Office Not Maintained 2024-01-02
202339516120 Annual Report 2023-07-17
202337242300 Revocation Notice For Failure to File An Annual Report 2023-06-16
202208122890 Annual Report 2022-01-18
202105604110 Annual Report 2021-12-01
202044670340 Articles of Organization 2020-07-13

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State