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  5. Wolpert & Associates, Inc.

Wolpert & Associates, Inc.

Company Details

Name: Wolpert & Associates, Inc.
Jurisdiction: Rhode Island
Entity type: Professional Service Corporation
Status: Activ
Date of Organization in Rhode Island: 01 May 1996 (29 years ago)
Identification Number: 000089356
ZIP code: 02908
County: Providence County
Principal Address: 235 PROMENADE STREET SUITE 475, PROVIDENCE, RI, 02908, USA
Purpose: PRACTICE OF LAW
Historical names: WOLPERT & GERSTENBLATT, INC.

Industry & Business Activity

NAICS

541110 Offices of Lawyers

This industry comprises offices of legal practitioners known as lawyers or attorneys (i.e., counselors-at-law) primarily engaged in the practice of law. Establishments in this industry may provide expertise in a range or in specific areas of law, such as criminal law, corporate law, family and estate law, patent law, real estate law, or tax law. Learn more at the U.S. Census Bureau

Companies doing Offices of lawyers

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2023 050490512 2024-05-13 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 235 PROMENADE STREET, SUITE 475, PROVIDENCE, RI, 02908
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2022 050490512 2023-05-25 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 235 PROMENADE STREET, SUITE 475, PROVIDENCE, RI, 02908
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2021 050490512 2022-06-30 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, SUITE 530, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2020 050490512 2021-05-25 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, SUITE 530, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2019 050490512 2020-06-23 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2018 050490512 2019-05-14 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2017 050490512 2018-05-15 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2016 050490512 2017-06-01 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2015 050490512 2016-06-14 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING 2013 050490512 2014-05-22 WOLPERT & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050490512
Plan administrator’s name WOLPERT & ASSOCIATES, INC.
Plan administrator’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014218700

Signature of
Role Plan administrator
Date 2014-05-22
Name of individual signing BRUCE A. WOLPERT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/14/20130614072152P030252526307001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050490512
Plan administrator’s name WOLPERT & ASSOCIATES, INC.
Plan administrator’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014218700

Signature of
Role Plan administrator
Date 2013-06-14
Name of individual signing BRUCE A. WOLPERT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/26/20120626063714P040006124388001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050490512
Plan administrator’s name WOLPERT & ASSOCIATES, INC.
Plan administrator’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014218700

Signature of
Role Plan administrator
Date 2012-06-26
Name of individual signing BRUCE A. WOLPERT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/07/20110707141030P030089247089001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050490512
Plan administrator’s name WOLPERT & ASSOCIATES, INC.
Plan administrator’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014218700

Signature of
Role Plan administrator
Date 2011-07-07
Name of individual signing BRUCE A. WOLPERT
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050490512
Plan administrator’s name WOLPERT & ASSOCIATES, INC.
Plan administrator’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014218700
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/27/20100927165436P030003127123001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 541190
Sponsor’s telephone number 4014218700
Plan sponsor’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050490512
Plan administrator’s name WOLPERT & ASSOCIATES, INC.
Plan administrator’s address 10 DORRANCE STREET, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014218700

Signature of
Role Plan administrator
Date 2010-09-27
Name of individual signing CAROL LIPMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRUCE A. WOLPERT, ESQ. Agent 235 PROMENADE STREET SUITE 475, PROVIDENCE, RI, 02908, USA

SECRETARY

Name Role Address
BRUCE A. WOLPERT ESQ. SECRETARY 235 PROMENADE STREET, SUITE 475 PROVIDENCE, RI 02908 USA

TREASURER

Name Role Address
BRUCE A. WOLPERT ESQ. TREASURER 235 PROMENADE STREET, SUITE 475 PROVIDENCE, RI 02908 USA

PRESIDENT

Name Role Address
BRUCE A. WOLPERT ESQ. PRESIDENT 235 PROMENADE STREET, SUITE 475 PROVIDENCE, RI 02908 USA

OTHER OFFICER

Name Role
JUDITH A. JAVERY OTHER OFFICER

Events

Type Date Old Value New Value
Name Change 2006-03-28 WOLPERT & GERSTENBLATT, INC. Wolpert & Associates, Inc.

Filings

Number Name File Date
202447482720 Annual Report 2024-02-28
202329110060 Annual Report 2023-02-22
202222508360 Statement of Change of Registered Office by the Registered Agent 2022-08-26
202211779890 Annual Report 2022-02-28
202189603070 Annual Report 2021-02-03
202033360290 Annual Report 2020-01-29
201985647190 Annual Report 2019-01-31
201858464000 Annual Report 2018-02-16
201730379390 Annual Report 2017-01-17
201692313980 Annual Report 2016-02-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8240587108 2020-04-15 0165 PPP 10 Dorrance Street Suite 530, Providence, RI, 02903
Loan Status Date 2021-06-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62200
Loan Approval Amount (current) 62200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Providence, PROVIDENCE, RI, 02903-0300
Project Congressional District RI-02
Number of Employees 3
NAICS code 541199
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 62871.42
Forgiveness Paid Date 2021-05-27

Related by officers

BRUCE A. WOLPERT, ESQ.

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BRUCE A. WOLPERT ESQ.

JM. MANUFACTURING, INC. RhodeSide Assist, LLC ADI Center USA, LLC

JUDITH A. JAVERY

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Date of last update: 09 Apr 2025

Sources: Rhode Island Department of State

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