Wealth Management Resources, Inc.

Rhode Island
Registered In
01/18/1994
Incorp. Date

Company Summary

Wealth Management Resources, Inc. at 28 Cedar Swamp Rd STE 1, Smithfield, Ri 02917 lists Arthur C Everly and Kevin R Worthley of Smithfield, RI.

Registered In
Rhode Island
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit Corporation
Status
Not Available
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Kevin Worthley Registered Agent
208 JAMES TRL, WEST KINGSTON, RI 02892
Arthur C Everly President
28 CEDAR SWAMP RD STE 1, SMITHFIELD, RI 02917
Kevin R Worthley Vice President
28 CEDAR SWAMP RD STE 1, SMITHFIELD, RI 02917
Kevin R Worthley Secretary
28 CEDAR SWAMP RD STE 1, SMITHFIELD, RI 02917
Arthur C Everly TREASURER
28 CEDAR SWAMP RD STE 1, SMITHFIELD, RI 02917
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.
Address Match:28 Cedar Swamp Rd Ste 1 Smithfield, RI
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The following government agencies have contributed data:

Rhode Island Department of State U.S. Department of Labor
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