Aevitas Wealth Management, Inc.

Registered In: Massachusetts
Incorporation Date: 04/08/2014
Registration Type: Domestic
Company Type: Domestic Profit Corporation
Status: Active
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Michael A. Schreiber Registered Agent	10 LAUREL AVE STE 100, WELLESLEY, MA 02481
Michael A. Schreiber President	10 LAUREL AVE STE 100, WELLESLEY HILLS, MA 02481
Michael A. Schreiber Director	10 LAUREL AVE STE 100, WELLESLEY HILLS, MA 02481
Michael A. Schreiber Secretary	10 LAUREL AVE STE 100, WELLESLEY HILLS, MA 02481
Michael A. Schreiber TREASURER	10 LAUREL AVE STE 100, WELLESLEY HILLS, MA 02481

10 LAUREL AVE STE 100, WELLESLEY HILLS, MA 02481 View Map

Financial Information for Aevitas Wealth Management, Inc.

Form 5500

10 Laurel Avenue, Suite 100, Wellesley, Ma 02481 (508) 653-5089 EIN:46-5405818 Plan Admin:Michael A. Schreiber

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 1 Assets BOY/EOY$3,184,194 / $3,081,856	2023	AEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN - Plan #001	6 / 1	$3,184,194 / $3,081,856
2023	Plan NameAEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,013,388 / $1,140,834	2023	AEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	6 / 5	$1,013,388 / $1,140,834
2022	Plan NameAEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,670,535 / $3,184,194	2022	AEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN - Plan #001	6 / 6	$3,670,535 / $3,184,194
2022	Plan NameAEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,180,631 / $1,013,388	2022	AEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	7 / 6	$1,180,631 / $1,013,388
2021	Plan NameAEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,121,110 / $3,670,535	2021	AEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN - Plan #001	6 / 6	$3,121,110 / $3,670,535
2021	Plan NameAEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$938,822 / $1,180,631	2021	AEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	6 / 6	$938,822 / $1,180,631
2020	Plan NameAEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,548,009 / $3,121,110	2020	AEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN - Plan #001	6 / 6	$2,548,009 / $3,121,110
2020	Plan NameAEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$768,316 / $938,822	2020	AEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	6 / 6	$768,316 / $938,822
2019	Plan NameAEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,229,329 / $2,548,009	2019	AEVITAS WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN - Plan #001	6 / 6	$3,229,329 / $2,548,009
2019	Plan NameAEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$823,736 / $768,316	2019	AEVITAS WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002	5 / 5	$823,736 / $768,316

Benefit & Retirement Plans based on Form 5500.

PPP Loans

AEVITAS WEALTH MANAGEMENT INC.

10 Laurel Ave, Wellesley Hills, MA 02481-7534 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
01/26/2021	Approved$126,800 Forgiven$127,668 LenderCitizens Bank, National Association Jobs5	01/26/2021	$126,800	$127,668	Citizens Bank, National Association	5
04/15/2020	Approved$126,800 Forgiven$128,005 LenderCitizens Bank, National Association Jobs6	04/15/2020	$126,800	$128,005	Citizens Bank, National Association	6

PPP Loans based on Paycheck Protection Program.

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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

Aevitas Wealth Management, Inc.

Company Summary

Financial Information for Aevitas Wealth Management, Inc.

AEVITAS WEALTH MANAGEMENT, INC.

AEVITAS WEALTH MANAGEMENT INC.