| 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 AdviceThis 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
| 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 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| 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
