| Name: | Massey & Associates, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 06 Feb 2001 (24 years ago) |
| Identification Number: | 000116781 |
| ZIP code: | 02886 |
| County: | Kent County |
| Principal Address: | 250F CENTERVILLE RD SUITE 14, WARWICK, RI, 02886, USA |
| Purpose: | TO PROVIDE FINANCIAL SERVICES AND SALE OF FINANCIAL/INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES RELATING TO RETIREMENT PLANNING. |
| NAICS: | 523930 - Investment Advice |
| Fictitious names: |
Massey and Associates, Inc. (trading name, 2020-10-05 - ) Ameri-Tax Wealth Advisory Group (trading name, 2007-03-20 - ) Ameri-Tax Advisory Group (trading name, 2004-01-05 - ) |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MASSEY AND ASSOCIATES, INC. 401(K) PLAN | 2023 | 050516089 | 2024-10-09 | MASSEY AND ASSOCIATES, INC. | 9 | |||||||||||||
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| MASSEY AND ASSOCIATES, INC. 401(K) PLAN | 2022 | 050516089 | 2023-07-11 | MASSEY AND ASSOCIATES, INC. | 7 | |||||||||||||
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| MASSEY AND ASSOCIATES, INC. 401(K) PLAN | 2021 | 050516089 | 2022-10-17 | MASSEY AND ASSOCIATES, INC. | 5 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| JEFFREY H. MASSEY | Agent | 250F CENTERVILLE ROAD, WARWICK, RI, 02886, USA |
| Name | Role | Address |
|---|---|---|
| JEFFREY HENRY MASSEY | PRESIDENT | 250F CENTERVILLE RD WARWICK, RI 02886 USA |
| JEFFREY H MASSEY | PRESIDENT | 250F CENTERVILLE RD, SUITE 14 WARWICK, RI 02886 UNI |
| Name | Role | Address |
|---|---|---|
| JEFFREY H MASSEY | OTHER OFFICER | 250F CENTERVILLE RD WARWICK, RI 02886 USA |
| Number | Name | File Date |
|---|---|---|
| 202445593130 | Annual Report | 2024-02-05 |
| 202328498240 | Annual Report | 2023-02-15 |
| 202209234970 | Annual Report | 2022-02-02 |
| 202184132520 | Annual Report | 2021-01-04 |
| 202061199280 | Statement of Change of Registered/Resident Agent Office | 2020-10-05 |
| 202061199730 | Fictitious Business Name Statement | 2020-10-05 |
| 201930765010 | Annual Report | 2019-12-28 |
| 201985016950 | Annual Report | 2019-01-23 |
| 201856397850 | Annual Report | 2018-01-19 |
| 201738934320 | Annual Report | 2017-03-27 |
Date of last update: 08 Oct 2024
Sources: Rhode Island Department of State
