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WINKLER GROUP, LTD.

Company Details

Name: WINKLER GROUP, LTD.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 29 Jun 1993 (32 years ago)
Identification Number: 000073873
ZIP code: 02916
County: Providence County
Principal Address: 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916, USA
Purpose: DEALING IN JEWELRY AND ACCESSORIES OF EVERY TYPE.
NAICS: 423910 - Sporting and Recreational Goods and Supplies Merchant Wholesalers
Fictitious names: Bernardo, Mfg. (trading name, 1993-11-01 - 2015-10-29)
Orient Express (trading name, 1993-10-28 - )

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WINKLER GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST 2023 050472255 2024-04-24 WINKLER GROUP LTD 93
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 02916

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2024-04-24
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
WINKLER GROUP, LTD. PROFIT SHARING PLAN 2023 050472255 2024-04-22 WINKLER GROUP, LTD. 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 029161030
WINKLER GROUP, LTD. PROFIT SHARING PLAN 2022 050472255 2023-05-26 WINKLER GROUP, LTD. 87
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 029161030
WINKLER GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST 2022 050472255 2023-04-08 WINKLER GROUP LTD 95
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2023-04-08
Name of individual signing ERISA FIDUCIARY SERVICES
Valid signature Filed with authorized/valid electronic signature
WINKLER GROUP, LTD. PROFIT SHARING PLAN 2021 050472255 2022-05-25 WINKLER GROUP, LTD. 87
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 029161030
WINKLER GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST 2021 050472255 2022-07-27 WINKLER GROUP LTD 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 02916

Signature of

Role Plan administrator
Date 2022-07-27
Name of individual signing MICHAEL F GAGE
Valid signature Filed with authorized/valid electronic signature
WINKLER GROUP, LTD. PROFIT SHARING PLAN 2020 050472255 2021-05-05 WINKLER GROUP, LTD. 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 029161030
WINKLER GROUP LTD 401(K) PLAN 2020 050472255 2022-08-17 WINKLER GROUP LTD 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2022-08-17
Name of individual signing MICHAEL GAGE
Valid signature Filed with authorized/valid electronic signature
WINKLER GROUP LTD 401(K) PLAN 2019 050472255 2020-07-01 WINKLER GROUP LTD 74
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2020-07-01
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
WINKLER GROUP, LTD. PROFIT SHARING PLAN 2019 050472255 2020-06-15 WINKLER GROUP, LTD. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/06/19/20190619154934P030218433549001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2019-06-19
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/05/13/20190513140753P030010569977001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/02/13/20190213140436P030057395825001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, RUMFORD, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/06/29/20180629110458P040001033205001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2018-06-29
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/30/20170630110802P030026710311001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2017-06-30
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/05/30/20170530132241P030042948279001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/06/30/20160630140132P040010532205001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/07/01/20160701155053P040016802919001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2016-07-01
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/06/24/20150624154508P030062483655001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2015-06-24
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/06/25/20150625083646P030074836481001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/05/12/20140512154127P030021689072001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/07/20140707155319P030028495543001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2014-07-07
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/21/20130621153805P030095275205001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2013-06-21
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/07/20130607091829P040004065204001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916

Signature of

Role Plan administrator
Date 2013-06-07
Name of individual signing HEIDI LOOMIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-07
Name of individual signing HEIDI LOOMIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/29/20120829134656P030003703555001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916

Plan administrator’s name and address

Administrator’s EIN 050472255
Plan administrator’s name WINKLER GROUP, LTD.
Plan administrator’s address 54 TAYLOR DRIVE, EAST PROVIDENCE, RI, 02916
Administrator’s telephone number 4012722885

Signature of

Role Plan administrator
Date 2012-08-29
Name of individual signing HEIDI WINKLER-LOOMIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-08-29
Name of individual signing HEIDI WINKLER-LOOMIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/03/20120703153521P040051190994001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Plan administrator’s name and address

Administrator’s EIN 050472255
Plan administrator’s name WINKLER GROUP LTD
Plan administrator’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916
Administrator’s telephone number 4012722885

Signature of

Role Plan administrator
Date 2012-07-03
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/01/20110701153524P030012475618001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2004-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916

Plan administrator’s name and address

Administrator’s EIN 050472255
Plan administrator’s name WINKLER GROUP LTD
Plan administrator’s address 54 TAYLOR DRIVE, E. PROVIDENCE, RI, 02916
Administrator’s telephone number 4012722885

Signature of

Role Plan administrator
Date 2011-07-01
Name of individual signing CHARLENE MCGOWAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/01/20110901142037P040125893329001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PPROVIDENCE, RI, 02916

Plan administrator’s name and address

Administrator’s EIN 050472255
Plan administrator’s name WINKLER GROUP, LTD.
Plan administrator’s address 54 TAYLOR DRIVE, EAST PPROVIDENCE, RI, 02916
Administrator’s telephone number 4012722885

Signature of

Role Plan administrator
Date 2011-09-01
Name of individual signing HEIDI WINKLER-LOOMIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-09-01
Name of individual signing HEIDI WINKLER-LOOMIS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/16/20100816142506P040442147521001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 424300
Sponsor’s telephone number 4012722885
Plan sponsor’s address 54 TAYLOR DRIVE, EAST PPROVIDENCE, RI, 02916

Plan administrator’s name and address

Administrator’s EIN 050472255
Plan administrator’s name WINKLER GROUP, LTD.
Plan administrator’s address 54 TAYLOR DRIVE, EAST PPROVIDENCE, RI, 02916
Administrator’s telephone number 4012722885

Signature of

Role Plan administrator
Date 2010-08-16
Name of individual signing HEIDI WINKLER-LOOMIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-16
Name of individual signing HEIDI WINKLER-LOOMIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
AMANDA J SIEGMUND Agent 54 TAYLOR DRIVE, RUMFORD, RI, 02916, USA

PRESIDENT

Name Role Address
TRACI BETH MACERONI PRESIDENT 141 FREEMAN PKWY PROVIDENCE, RI 02906 USA

TREASURER

Name Role Address
TRACI BETH MACERONI TREASURER 141 FREEMAN PKWY PROVIDENCE, RI 02906 USA

SECRETARY

Name Role Address
BERNARD MICHAEL MACERONI SECRETARY 141 FREEMAN PKWY PROVIDENCE, RI 02906 USA

VICE PRESIDENT

Name Role Address
BERNARD MICHAEL MACERONI VICE PRESIDENT 141 FREEMAN PKWY PROVIDENCE, RI 02906 USA

DIRECTOR

Name Role Address
TRACI BETH MACERONI DIRECTOR 141 FREEMAN PKWY PROVIDENCE, RI 02906 USA
BERNARD MICHAEL MACERONI DIRECTOR 141 FREEMAN PKWY PROVIDENCE, RI 02906 USA

Filings

Number Name File Date
202446845940 Annual Report 2024-02-20
202328475160 Annual Report 2023-02-15
202208678900 Annual Report 2022-01-26
202104853690 Articles of Amendment 2021-11-08
202184058190 Annual Report 2021-01-04
202033881650 Annual Report 2020-02-06
202033049500 Statement of Change of Registered/Resident Agent 2020-01-27
201988209610 Annual Report 2019-03-06
201860299490 Annual Report 2018-03-15
201734059180 Annual Report 2017-02-13

Date of last update: 07 Oct 2024

Sources: Rhode Island Department of State