Wakefield Investments, Inc.
Massachusetts
Registered In
06/14/1946
Incorp. Date
Company Summary
Wakefield Investments, Inc. at 6 Kimball Ln STE 110, Lynnfield, Ma 01940 lists R David Schelzi Schelzi and R. David Schelzi of Lynnfield, MA as associates.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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R. David Schelzi
Registered Agent
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6 KIMBALL LN STE 110, LYNNFIELD, MA 01940
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R David Schelzi Schelzi
President
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6 KIMBALL LN STE 110, LYNNFIELD, MA 01940
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R. David Schelzi
President
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6 KIMBALL LN STE 110, LYNNFIELD, MA 01940
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R. David Schelzi
Director
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6 KIMBALL LN STE 110, LYNNFIELD, MA 01940
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Michael Schelzi
Director
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Michael Schelzi
Secretary
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R. David Schelzi
TREASURER
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6 KIMBALL LN STE 110, LYNNFIELD, MA 01940
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Map & Locations
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6 KIMBALL LN STE 110, LYNNFIELD, MA 01940
View Map
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Financials
Financial Information for Wakefield Investments, Inc.
Form 5500
WAKEFIELD INVESTMENTS, INC.
6 Kimball Lane, Suite 110, Lynnfield, Ma 01940 (781) 245-2611 EIN:04-2034748 Plan Admin:R. David Schelzi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY25 / 24 Assets BOY/EOY$1,312,835 / $1,492,331 | 2023 | WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003 | 25 / 24 | $1,312,835 / $1,492,331 |
| 2022 | Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,395,142 / $1,312,835 | 2022 | WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003 | 24 / 25 | $1,395,142 / $1,312,835 |
| 2021 | Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY25 / 24 Assets BOY/EOY$1,499,213 / $1,395,142 | 2021 | WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003 | 25 / 24 | $1,499,213 / $1,395,142 |
| 2020 | Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY24 / 25 Assets BOY/EOY$1,202,464 / $1,499,213 | 2020 | WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003 | 24 / 25 | $1,202,464 / $1,499,213 |
| 2019 | Plan NameWAKEFIELD INVESTMENTS, INC. 401K PLAN Plan #003 Participants BOY/EOY23 / 24 Assets BOY/EOY$942,311 / $1,202,464 | 2019 | WAKEFIELD INVESTMENTS, INC. 401K PLAN - Plan #003 | 23 / 24 | $942,311 / $1,202,464 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
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|
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Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor
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