Wealth Management Resources, Inc.

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

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Rhode Island
Company Type
Foreign Corporation
Status
Active
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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
28 CEDAR SWAMP RD STE 1, SMITHFIELD, RI 02917 View Map

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.
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The following government agencies have contributed data:

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