Wealth Management Resources, Inc.

Smithfield, RI

Massachusetts

Registered In

11/10/2005

Incorp. Date

Foreign

Registration Type

Rhode Island

Foreign Jurisdiction

Company Summary

Wealth Management Resources, Inc. in Smithfield, RI lists Arthur C Everly of Blackstone, MA and Kevin R Worthley of West Kingston, RI

Overview

Registered In

Massachusetts

Incorporation Date

11/10/2005

Company Type

Foreign Corporation

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Rhode Island

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People

Arthur C. Everly Registered Agent	35 MILK ST APT R, BLACKSTONE, MA 01504
Arthur C Everly President	35 R MILK ST, BLACKSTONE, MA 01504
Kevin R Worthley Vice President	208 JAMES TRL, WEST KINGSTON, RI 02892
Kevin R Worthley Secretary	208 JAMES TRL, WEST KINGSTON, RI 02892
Arthur C. Everly TREASURER	35 MILK ST APT R, BLACKSTONE, MA 01504

Map & Locations

28 CEDAR SWAMP RD STE 1, SMITHFIELD, RI 02917 View Map

Financials

Financial Information for Wealth Management Resources, Inc.

Form 5500

WEALTH MANAGEMENT RESOURCES, INC.

28 Cedar Swamp Road STE 1, Smithfield, Ri 02917 (401) 356-1400 EIN:05-0476864 Plan Admin:Arthur Everly

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,990,303 / $2,392,695	2023	WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN - Plan #001	9 / 11	$1,990,303 / $2,392,695
2022	Plan NameWEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,407,228 / $1,990,303	2022	WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN - Plan #001	9 / 8	$2,407,228 / $1,990,303
2021	Plan NameWEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$1,865,002 / $2,407,228	2021	WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN - Plan #001	7 / 9	$1,865,002 / $2,407,228
2020	Plan NameWEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,479,164 / $1,865,002	2020	WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN - Plan #001	7 / 7	$1,479,164 / $1,865,002
2019	Plan NameWEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,472,291 / $1,479,164	2019	WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN - Plan #001	7 / 7	$1,472,291 / $1,479,164

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:28 Cedar Swamp Rd Ste 1 Smithfield, RI

Wealth Management Resources, Inc. Registered in Rhode Island	Smithfield, RI (1 more)		View Report

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Address Match:28 Cedar Swamp Rd Smithfield, RI

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor