Wellesley Asset Management, Inc.

C T Corporation System Registered Agent	155 FEDERAL ST STE 700, BOSTON, MA 02110
Greg Miller CEO
Michael D. Miller President	100 MARKET ST STE 203, PORTSMOUTH, NH 03801 (View Past Addresses)
Stephen Martino CFO
C. Daniel Mitchell COO	100 MARKET ST STE 203, PORTSMOUTH, NH 03801
Greg Miller Director
Michael D. Miller Director	100 MARKET ST STE 203, PORTSMOUTH, NH 03801 (View Past Addresses)
Michael D. Miller Secretary	100 MARKET ST STE 203, PORTSMOUTH, NH 03801 (View Past Addresses)
Greg Miller TREASURER
Dawn Baillie CCO

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100 MARKET ST STE 203, PORTSMOUTH, NH 03801 View Map

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Form 5500

20 William ST STE 310, Wellesley, Ma 02481 (781) 416-4000 EIN:04-3154394 Plan Admin:Stephen Martino

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY48 / 46 Assets BOY/EOY$5,954,890 / $5,157,845	2022	WELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST - Plan #001	48 / 46	$5,954,890 / $5,157,845
2021	Plan NameWELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY55 / 48 Assets BOY/EOY$5,647,141 / $5,954,890	2021	WELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST - Plan #001	55 / 48	$5,647,141 / $5,954,890
2020	Plan NameWELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY48 / 55 Assets BOY/EOY$4,313,849 / $5,647,141	2020	WELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST - Plan #001	48 / 55	$4,313,849 / $5,647,141
2019	Plan NameWELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST Plan #001 Participants BOY/EOY52 / 52 Assets BOY/EOY$3,320,527 / $4,313,849	2019	WELLESLEY INVESTMENT ADVISORS, INC RETIREMENT TRUST - Plan #001	52 / 52	$3,320,527 / $4,313,849

Benefit & Retirement Plans based on Form 5500.

PPP Loans

20 William St Ste 310, Wellesley, MA 02481-4145 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$732,900 Forgiven$737,538 LenderJPMorgan Chase Bank, National Association Jobs38	04/14/2020	$732,900	$737,538	JPMorgan Chase Bank, National Association	38

PPP Loans based on Paycheck Protection Program.

Address Match:100 Market St Ste 203 Portsmouth, NH

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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

Company Summary