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  5. NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.

NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.

Company Details

Name: NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 23 Jun 1988 (37 years ago)
Identification Number: 000047688
ZIP code: 02891
County: Washington County
Principal Address: 9 GRANITE STREET, WESTERLY, RI, 02891, USA
Purpose: FINANCIAL PLANNING
NAICS: 523930 - Investment Advice

Central Index Key

CIK number Mailing Address Business Address Phone
1540867 9 GRANITE STREET, WESTERLY, RI, 02891 9 GRANITE STREET, WESTERLY, RI, 02891 401-596-2800

Filings since 2024-10-09
Form type 13F-HR
File number 028-16464
Filing date 2024-10-09
Reporting date 2024-09-30
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Filings since 2024-08-01
Form type N-PX
File number 028-16464
Filing date 2024-08-01
Reporting date 2024-06-30
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Filings since 2024-08-01
Form type 13F-HR
File number 028-16464
Filing date 2024-08-01
Reporting date 2024-06-30
File View File

Filings since 2024-04-12
Form type 13F-HR
File number 028-16464
Filing date 2024-04-12
Reporting date 2024-03-31
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Filings since 2024-01-10
Form type 13F-HR
File number 028-16464
Filing date 2024-01-10
Reporting date 2023-12-31
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Filings since 2023-10-11
Form type 13F-HR
File number 028-16464
Filing date 2023-10-11
Reporting date 2023-09-30
File View File

Filings since 2023-07-20
Form type 13F-HR
File number 028-16464
Filing date 2023-07-20
Reporting date 2023-06-30
File View File

Filings since 2023-04-20
Form type 13F-HR
File number 028-16464
Filing date 2023-04-20
Reporting date 2023-03-31
File View File

Filings since 2023-01-13
Form type 13F-HR
File number 028-16464
Filing date 2023-01-13
Reporting date 2022-12-31
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Filings since 2022-10-26
Form type 13F-HR
File number 028-16464
Filing date 2022-10-26
Reporting date 2022-09-30
File View File

Filings since 2022-07-13
Form type 13F-HR
File number 028-16464
Filing date 2022-07-13
Reporting date 2022-06-30
File View File

Filings since 2022-04-21
Form type 13F-HR/A
File number 028-16464
Filing date 2022-04-21
Reporting date 2022-03-31
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Filings since 2022-04-14
Form type 13F-HR
File number 028-16464
Filing date 2022-04-14
Reporting date 2022-03-31
File View File

Filings since 2022-02-04
Form type 13F-HR
File number 028-16464
Filing date 2022-02-04
Reporting date 2021-12-31
File View File

Filings since 2021-11-05
Form type 13F-HR
File number 028-16464
Filing date 2021-11-05
Reporting date 2021-09-30
File View File

Filings since 2021-08-16
Form type 13F-HR
File number 028-16464
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-05-10
Form type 13F-HR
File number 028-16464
Filing date 2021-05-10
Reporting date 2021-03-31
File View File

Filings since 2021-01-29
Form type 13F-HR
File number 028-16464
Filing date 2021-01-29
Reporting date 2020-12-31
File View File

Filings since 2020-11-12
Form type 13F-HR
File number 028-16464
Filing date 2020-11-12
Reporting date 2020-09-30
File View File

Filings since 2020-08-13
Form type 13F-HR
File number 028-16464
Filing date 2020-08-13
Reporting date 2020-06-30
File View File

Filings since 2020-05-12
Form type 13F-HR
File number 028-16464
Filing date 2020-05-12
Reporting date 2020-03-31
File View File

Filings since 2020-01-15
Form type 13F-HR
File number 028-16464
Filing date 2020-01-15
Reporting date 2019-12-31
File View File

Filings since 2018-11-07
Form type 13F-HR
File number 028-16464
Filing date 2018-11-07
Reporting date 2018-09-30
File View File

Filings since 2018-08-10
Form type 13F-HR
File number 028-16464
Filing date 2018-08-10
Reporting date 2018-06-30
File View File

Filings since 2018-05-02
Form type 13F-HR
File number 028-16464
Filing date 2018-05-02
Reporting date 2018-03-31
File View File

Filings since 2018-02-13
Form type 13F-HR
File number 028-16464
Filing date 2018-02-13
Reporting date 2017-12-31
File View File

Filings since 2016-07-28
Form type 13F-HR
File number 028-16464
Filing date 2016-07-28
Reporting date 2016-06-30
File View File

Filings since 2016-05-13
Form type 13F-HR/A
File number 028-16464
Filing date 2016-05-13
Reporting date 2016-03-31
File View File

Filings since 2016-05-10
Form type 13F-HR
File number 028-16464
Filing date 2016-05-10
Reporting date 2016-03-31
File View File

Filings since 2016-02-16
Form type 13F-HR
File number 028-16464
Filing date 2016-02-16
Reporting date 2015-12-31
File View File

Filings since 2015-11-10
Form type 13F-HR
File number 028-16464
Filing date 2015-11-10
Reporting date 2015-09-30
File View File

Filings since 2015-08-13
Form type 13F-HR
File number 028-16464
Filing date 2015-08-13
Reporting date 2015-06-30
File View File

Filings since 2015-05-19
Form type 13F-HR
File number 028-16464
Filing date 2015-05-19
Reporting date 2015-03-31
File View File

Filings since 2015-02-11
Form type 13F-HR
File number 028-16464
Filing date 2015-02-11
Reporting date 2014-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEW ENGLAND PROFESSIONAL PLANNING GROUP 401K PLAN 2023 050451292 2024-10-02 NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891
NEW ENGLAND PROFESSIONAL PLANNING GROUP 401K PLAN 2022 050451292 2023-06-30 NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891
NEW ENGLAND PROFESSIONAL PLANNING GROUP 401K PLAN 2021 050451292 2022-07-28 NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891
NEW ENGLAND PROFESSIONAL PLANNING GROUP 401K PLAN 2020 050451292 2021-10-04 NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891
PROFESSIONAL PLANNING GROUP PROFIT SHARING PLAN AND TRUST 2019 050451292 2020-05-21 NEW ENGLAND PROFESSIONAL PLANNING GROUP 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2020-05-21
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL PLANNING GROUP PROFIT SHARING PLAN AND TRUST 2018 050451292 2019-09-23 NEW ENGLAND PROFESSIONAL PLANNING GROUP 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2019-09-23
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL PLANNING GROUP PROFIT SHARING PLAN AND TRUST 2017 050451292 2018-09-19 NEW ENGLAND PROFESSIONAL PLANNING GROUP 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2018-09-19
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL PLANNING GROUP PROFIT SHARING PLAN AND TRUST 2016 050451292 2017-09-25 NEW ENGLAND PROFESSIONAL PLANNING GROUP 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2017-09-25
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL PLANNING GROUP PROFIT SHARING PLAN AND TRUST 2015 050451292 2016-09-22 NEW ENGLAND PROFESSIONAL PLANNING GROUP 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2016-09-22
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-22
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL PLANNING GROUP PROFIT SHARING PLAN AND TRUST 2014 050451292 2015-08-17 NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2015-08-17
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-17
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/09/10/20140910083943P030010648789001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2014-09-10
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-09-10
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/15/20130715155320P030109317669001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2013-07-15
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-15
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/16/20120716161756P030005904914001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050451292
Plan administrator’s name NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Plan administrator’s address 9 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015962800

Signature of
Role Plan administrator
Date 2012-07-16
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-16
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/28/20110728123621P040105104881001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050451292
Plan administrator’s name NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Plan administrator’s address 9 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015962800

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-28
Name of individual signing MALCOLM A. MAKIN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/15/20100915123350P030171459858001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 4015962800
Plan sponsor’s address 9 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050451292
Plan administrator’s name NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Plan administrator’s address 9 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015962800

Signature of
Role Plan administrator
Date 2010-09-15
Name of individual signing MALCOLM MAKIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MATTHEW L. LEWISS Agent 79 FRANKLIN STREET, WESTERLY, RI, 02891, USA

TREASURER

Name Role Address
MALCOLM A. MAKIN TREASURER 9 GRANITE STREET WESTERLY, RI 02891 USA

SECRETARY

Name Role Address
MALCOLM A. MAKIN SECRETARY 9 GRANITE STREET WESTERLY, RI 02891 USA

PRESIDENT

Name Role Address
MALCOLM A MAKIN PRESIDENT 9 GRANITE STREET WESTERLY, RI 02891 USA

DIRECTOR

Name Role Address
MALCOLM A. MAKIN DIRECTOR 9 GRANITE STREET WESTERLY, RI 02891 USA

Filings

Number Name File Date
202454361890 Annual Report 2024-05-15
202443831450 Articles of Amendment 2024-01-08
202331004580 Annual Report 2023-03-16
202212739280 Annual Report 2022-03-14
202188985960 Annual Report 2021-02-01
202035680990 Annual Report 2020-02-28
201986192770 Annual Report 2019-02-07
201856365480 Annual Report 2018-01-18
201734931990 Annual Report 2017-02-24
201692669140 Annual Report 2016-02-18

Related by officers

MATTHEW L. LEWISS

A. E. M., Inc. ADVENTURE UNLIMITED, INC. F.A. SOARES CONSTRUCTION, INC. ATLANTIC BEACH PARK, INC. WALT BURDICK, INC. C. & W. BUILDING MOVERS, INC. A CHILD'S GARDEN, INC. COUNTRY HARDWARE, INC. Anthony C. DiMaio, D.D.S., Inc. ANTONIO J. MATTERO, D.D. S.,INC.

Related by address

9 GRANITE STREET, WESTERLY, RI, 02891, USA

9 GRANITE STREET, LLC

Date of last update: 07 Oct 2024

Sources: Rhode Island Department of State

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