Financial Independence, LLC

Registered In: Massachusetts
Incorporation Date: 11/16/2022
Registration Type: Foreign
Foreign Jurisdiction: Rhode Island
Company Type: Foreign Limited Liability Company (Llc)
Status: Active
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Mark Lavallee Registered Agent	9 LENA CIR, FRANKLIN, MA 02038
Mark Lavallee Manager
Rick Campbell Manager

931 JEFFERSON BLVD STE 2005, WARWICK, RI 02886 View Map

Financial Information for Financial Independence, LLC

Form 5500

FINANCIAL INDEPENDENCE, LLC

931 Jefferson Blvd, STE 2005, Warwick, Ri 02886 (401) 681-4825 EIN:26-4612212 Plan Admin:Rick Campbell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFINANCIAL INDEPENDENCE, LLC RET PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$1,239,060 / $1,157,019	2022	FINANCIAL INDEPENDENCE, LLC RET PLAN - Plan #001	7 / 9	$1,239,060 / $1,157,019
2021	Plan NameFINANCIAL INDEPENDENCE, LLC RET PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,533,451 / $1,239,060	2021	FINANCIAL INDEPENDENCE, LLC RET PLAN - Plan #001	8 / 7	$1,533,451 / $1,239,060
2020	Plan NameFINANCIAL INDEPENDENCE, LLC RET PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,241,833 / $1,533,451	2020	FINANCIAL INDEPENDENCE, LLC RET PLAN - Plan #001	9 / 8	$1,241,833 / $1,533,451
2019	Plan NameFINANCIAL INDEPENDENCE, LLC RET PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$944,711 / $1,241,833	2019	FINANCIAL INDEPENDENCE, LLC RET PLAN - Plan #001	7 / 9	$944,711 / $1,241,833

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FINANCIAL INDEPENDENCE, LLC

931 Jefferson Blvd, Suite 2005, Warwick, RI 02886

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$89,560 Forgiven$90,108 LenderSantander Bank, National Association Jobs6	04/16/2020	$89,560	$90,108	Santander Bank, National Association	6

PPP Loans based on Paycheck Protection Program.

Address Match:931 Jefferson Blvd Ste 2005 Warwick, RI

Financial Independence, LLC Registered in Rhode Island	Warwick, RI	View Report
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Rc Financial Services LLC Registered in Rhode Island	Cumberland, RI Warwick, RI	View Report

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Address Match:931 Jefferson Blvd Warwick, RI

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Financial Independence, LLC

Company Summary

Financial Information for Financial Independence, LLC

FINANCIAL INDEPENDENCE, LLC

FINANCIAL INDEPENDENCE, LLC