Whalerock Point Partners, LLC
Rhode Island
Rhode Island
Registered In
08/21/2007
Incorp. Date
Company Summary
Whalerock Point Partners, LLC in Rhode Island lists Lori J. Lee of Providence, RI.
- Registered In
- Rhode Island
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Expired
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Lori J. Lee
Registered Agent
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2800 FINANCIAL PLZ, PROVIDENCE, RI 02903
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Financial Information for Whalerock Point Partners, LLC
Form 5500
WHALEROCK POINT PARTNERS, LLC
One Turks Head Placesuite 1400, Providence, Ri 02903 (401) 406-2562 EIN:20-4837195 Plan Admin:Bradley Dorman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWHALEROCK POINT PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,523,980 / $1,121,473 | 2022 | WHALEROCK POINT PARTNERS, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,523,980 / $1,121,473 |
| 2021 | Plan NameWHALEROCK POINT PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,097,948 / $1,523,980 | 2021 | WHALEROCK POINT PARTNERS, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,097,948 / $1,523,980 |
| 2020 | Plan NameWHALEROCK POINT PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$924,502 / $1,097,948 | 2020 | WHALEROCK POINT PARTNERS, LLC 401(K) PLAN - Plan #001 | 10 / 8 | $924,502 / $1,097,948 |
| 2019 | Plan NameWHALEROCK POINT PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,737,676 / $924,502 | 2019 | WHALEROCK POINT PARTNERS, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,737,676 / $924,502 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Whalerock Point Partners, LLC
Registered in Rhode Island
|
Providence, RI | View Report |
Person/City Match:Lori J Lee - Providence, RI
|
Whalerock Point Advisors, LLC
Registered in Rhode Island
|
Providence, RI | View Report |
The following government agencies have contributed data:
Rhode Island Department of State U.S. Department of Labor
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