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  5. Kelly Financial Services, LLC

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.

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

Companies doing 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

Related by officers

DEANNA KELLY

Just Aphasia Stroke Knowledge Just A.S.K. JD TRANSPORT LLC

Related by address

30 PARKMAN STREET, CRANSTON, RI, 02910, USA

JD TRANSPORT LLC

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State

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