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  5. William J. Smith & Son, Inc.

William J. Smith & Son, Inc.

Company Details

Name: William J. Smith & Son, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 09 Aug 1956 (69 years ago)
Identification Number: 000012239
ZIP code: 02885
County: Bristol County
Principal Address: 8 SCHOOL HOUSE ROAD, WARREN, RI, 02885, USA
Purpose: FUNERAL SERVICES 116
Fictitious names: Family's Choice Cremation Society (trading name, 2011-11-25 - 2015-05-26)
A & G Crematory Services (trading name, 2010-03-23 - )
Faithful Friends Crematory Services (trading name, 2010-03-23 - )
Smith Funeral & Memorial Services (trading name, 2007-03-19 - )

Industry & Business Activity

NAICS

812210 Funeral Homes and Funeral Services

This industry comprises establishments primarily engaged in preparing the dead for burial or interment and conducting funerals (i.e., providing facilities for wakes, arranging transportation for the dead, selling caskets and related merchandise). Funeral homes combined with crematories are included in this industry. Learn more at the U.S. Census Bureau

Companies doing Funeral homes and funeral services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLIAM J SMITH & SON INC. 401(K) PLAN 2023 050283326 2024-05-02 WILLIAM J SMITH & SON INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-02
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2022 050283326 2023-05-09 WILLIAM J SMITH & SON INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2023-05-08
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-08
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2021 050283326 2022-07-13 WILLIAM J SMITH & SON INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2022-07-13
Name of individual signing CATHERINE A TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-13
Name of individual signing CATHERINE A TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2020 050283326 2021-04-22 WILLIAM J SMITH & SON INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2021-04-22
Name of individual signing CATHERINE A TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-22
Name of individual signing CATHERINE A TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2019 050283326 2020-04-28 WILLIAM J SMITH & SON INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2020-04-27
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-27
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2018 050283326 2019-04-18 WILLIAM J SMITH & SON INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2019-04-18
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-18
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2017 050283326 2018-06-06 WILLIAM J SMITH & SON INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2018-06-06
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-06
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2016 050283326 2017-07-12 WILLIAM J SMITH & SON INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-06-01
Business code 541990
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2017-07-12
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-12
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
WILLIAM J SMITH & SON INC. 401(K) PLAN 2015 050283326 2016-07-21 WILLIAM J SMITH & SON INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-06-01
Business code 812210
Sponsor’s telephone number 4012454999
Plan sponsor’s address 8 SCHOOLHOUSE RD, WARREN, RI, 02885

Signature of
Role Plan administrator
Date 2016-07-21
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-21
Name of individual signing CATHERINE TATTRIE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOHN P. MCCOY, ESQ. Agent BENGSTON & JESTINGS LLP 40 WESTMINSTER STREET SUITE 300, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
ROSEMARY C ALDEN PRESIDENT 8 SCHOOL HOUSE ROAD WARREN, RI 02885 USA

Filings

Number Name File Date
202450482300 Annual Report 2024-04-08
202329040970 Annual Report 2023-02-21
202212768640 Annual Report 2022-03-03
202190953270 Annual Report 2021-02-10
202033822220 Annual Report 2020-02-05
201986852430 Annual Report 2019-02-15
201857027530 Annual Report 2018-01-25
201731169620 Annual Report 2017-01-30
201692111630 Annual Report 2016-02-08
201561962710 Statement of Abandonment of Use of Fictitious Business Name 2015-05-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5343867010 2020-04-05 0165 PPP 8 SCHOOLHOUSE RD, WARREN, RI, 02885-1019
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 78687
Loan Approval Amount (current) 78687
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARREN, BRISTOL, RI, 02885-1019
Project Congressional District RI-01
Number of Employees 9
NAICS code 812210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Unanswered
Veteran Non-Veteran
Forgiveness Amount 79338.05
Forgiveness Paid Date 2021-02-17

Related by officers

JOHN P. MCCOY, ESQ.

ALLIANCE MOLD & MACHINE, INC. SyNet Inc. Vision Associates Inc. O. E. PLACE TOOL CO., INC. R.I. Knitting Co., Inc. Eagle Flooring, Incorporated GRANITE APR DEVELOPMENT CORP. West Shore Carpet & Blinds, Inc. The Edge Beauty Shop, III, LLC Poon & Giannini, Inc.

ROSEMARY C ALDEN

HealthCare Consulting, Inc.

Related by address

8 SCHOOL HOUSE ROAD, WARREN, RI, 02885, USA

Family's Choice Cremation, Inc.

Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State

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