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  5. Barrett & Company

Barrett & Company

Company Details

Name: Barrett & Company
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 04 Dec 1991 (33 years ago)
Identification Number: 000066090
ZIP code: 02903
County: Providence County
Principal Address: 42 WEYBOSSET STREET, PROVIDENCE, RI, 02903, USA
Purpose: INVESTMENT, SECURITIES, BROKERAGE BUSINESS ,INCLUDING PURCHASE AND SALE OF MARKETABLE SECURITIES
NAICS: 523110 - Investment Banking and Securities Dealing

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARRETT AND COMPANY 401(K)PLAN 2023 050462791 2024-02-20 BARRETT & COMPANY 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2024-02-20
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2022 050462791 2023-06-22 BARRETT & COMPANY 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2023-06-22
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2021 050462791 2022-09-13 BARRETT & COMPANY 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2022-09-13
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2020 050462791 2021-03-10 BARRETT & COMPANY 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2021-03-10
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2019 050462791 2020-12-15 BARRETT & COMPANY 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2020-12-15
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2019 050462791 2020-10-12 BARRETT & COMPANY 17
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2018 050462791 2019-07-23 BARRETT & COMPANY 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2019-07-23
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2017 050462791 2018-04-20 BARRETT & COMPANY 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2018-04-20
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2016 050462791 2017-05-25 BARRETT & COMPANY 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2017-05-25
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
BARRETT AND COMPANY 401(K)PLAN 2015 050462791 2016-06-16 BARRETT & COMPANY 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2016-06-16
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/01/20151001131607P030023671383001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2015-10-01
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/25/20140825100550P040031993263001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2014-08-25
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/22/20130722100830P040114754149001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2013-07-22
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/24/20120924130207P030004178085001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 523120
Sponsor’s telephone number 4013511000
Plan sponsor’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050462791
Plan administrator’s name BARRETT & COMPANY
Plan administrator’s address 42 WEYBOSSET STREET, #2, PROVIDENCE, RI, 02903
Administrator’s telephone number 4013511000

Signature of
Role Plan administrator
Date 2012-09-24
Name of individual signing WILSON SAVILLE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RALPH M. KINDER, ESQ. Agent 300 METRO CENTER BOULEVARD SUITE 150A, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
WILSON G. SAVILLE, II PRESIDENT 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA

TREASURER

Name Role Address
WILSON G. SAVILLE II TREASURER 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA

SECRETARY

Name Role Address
ELLEN C SAVILLE SECRETARY 42 WEYBOSSET PROVIDENCE, RI 02903 USA

CEO

Name Role Address
WILSON G SAVILLE II CEO 42 WEYBOSSET PROVIDENCE, RI 02903 USA

VICE PRESIDENT

Name Role Address
ELLEN C. SAVILLE VICE PRESIDENT 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA

DIRECTOR

Name Role Address
WILSON G. SAVILLE II DIRECTOR 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA
ELLEN C SAVILLE DIRECTOR 42 WEYBOSSET PROVIDENCE, RI 02903 USA

Filings

Number Name File Date
202450444100 Annual Report 2024-04-09
202333170760 Annual Report 2023-04-18
202215772590 Annual Report 2022-04-26
202215770910 Statement of Change of Registered/Resident Agent Office 2022-04-26
202187683380 Annual Report 2021-01-25
202185355630 Statement of Change of Registered/Resident Agent Office 2021-01-08
202036066090 Annual Report 2020-03-09
202034137620 Statement of Change of Registered/Resident Agent Office 2020-02-11
201988418760 Annual Report 2019-03-11
201858875040 Annual Report 2018-02-23

Related by officers

RALPH M. KINDER, ESQ.

APPLIED PLASTICS TECHNOLOGY, INC. ARNOLD LUMBER CO. HL Noel, Inc. Bliss Properties, Inc. Jay Management Corp. Meehan Fund, Inc. Bristol Historical and Preservation Society Faith Christian Center of Portsmouth, Inc. THE PRUDENCE ISLAND VOLUNTEER FIRE DEPARTMENT Twenty Hundred Club

Related by address

42 WEYBOSSET STREET, PROVIDENCE, RI, 02903, USA

GEORGE MILLER, INC. Bristol Investment Corporation E + B Realty, L.L.C. Kesson Farm, LLC GPS INVESTMENT ADVISORS, LLC RISHWAY REALTY, LLC THE GENEVA GROUP LLC

Date of last update: 07 Oct 2024

Sources: Rhode Island Department of State

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