| Name: | Sound Financial Planning, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 14 Jan 2022 (3 years ago) |
| Identification Number: | 001734410 |
| ZIP code: | 02891 |
| County: | Washington County |
| Principal Address: | 31 CRESTVIEW DRIVE UNIT 5, WESTERLY, RI, 02891, USA |
| Mailing Address: | 31 CRESTVIEW DR UNIT 5 UNIT 5, WESTERLY, RI, 02891, USA |
| Purpose: | FINANCIAL PLANNING AND ADVICE AND INVESTMENT MANAGEMENT AS WELL AS LIFE INSURANCE PLANNING AND SALES. |
| NAICS: | 523930 - Investment Advice |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUND FINANCIAL PLANNING, LLC 401(K) PLAN | 2023 | 874431119 | 2024-09-13 | SOUND FINANCIAL PLANNING, LLC | 1 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 621874769 |
| Plan administrator’s name | ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s address | 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2024-09-13 |
| Name of individual signing | TARA EVANS, FOR TAG RESOURCES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| NEIL S. ANTHES | Agent | 31 CRESTVIEW DR, WESTERLY, RI, 02891, USA |
| Number | Name | File Date |
|---|---|---|
| 202459247270 | Articles of Amendment | 2024-09-06 |
| 202455659680 | Annual Report | 2024-06-11 |
| 202450469950 | Statement of Change of Registered/Resident Agent | 2024-04-09 |
| 202449520420 | Revocation Notice For Failure to Maintain a Registered Office | 2024-03-27 |
| 202446861760 | Registered Office Not Maintained | 2024-01-19 |
| 202327758390 | Annual Report | 2023-02-07 |
| 202207965290 | Articles of Organization | 2022-01-14 |
Date of last update: 28 Oct 2024
Sources: Rhode Island Department of State
