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CK FINANCIAL LLC

Company Details

Name: CK FINANCIAL LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 01 Feb 2022 (3 years ago)
Identification Number: 001735387
ZIP code: 02818
County: Kent County
Principal Address: 650 MAIN ST, EAST GREENWICH, RI, 02818, USA
Mailing Address: 165 WATERMAN ST APT 2, PROVIDENCE, RI, 02906, USA
Purpose: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR CLIENTS.

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CK FINANCIAL LLC SOLO 401K PLAN 2023 874745232 2024-03-13 CK FINANCIAL LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-02
Business code 523900
Sponsor’s telephone number 4018894990
Plan sponsor’s address 650 MAIN STREET, EAST GREENWICH, RI, 02818

Signature of

Role Plan administrator
Date 2024-03-13
Name of individual signing CHRISTINE CANAPARI
Valid signature Filed with authorized/valid electronic signature
CK FINANCIAL LLC SOLO 401K PLAN 2022 874745232 2023-05-04 CK FINANCIAL LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-02
Business code 523900
Sponsor’s telephone number 4018894990
Plan sponsor’s address 650 MAIN STREET, EAST GREENWICH, RI, 02818

Signature of

Role Plan administrator
Date 2023-05-04
Name of individual signing CHRISTINE CANAPARI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CHRISTINE CANAPARI Agent 650 MAIN STREET, EAST GREENWICH, RI, 02818, USA

Filings

Number Name File Date
202451563990 Annual Report 2024-04-19
202330779010 Annual Report 2023-03-14
202208984920 Articles of Organization 2022-02-01

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State