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  5. Medeiros Financial Services, Inc.

Medeiros Financial Services, Inc.

Company Details

Name: Medeiros Financial Services, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 10 Jan 2003 (22 years ago)
Identification Number: 000129310
ZIP code: 02886
County: Kent County
Principal Address: 2348 POST ROAD OFC, WARWICK, RI, 02886, USA
Purpose: PROVIDE CONSULTATION SERVICES ON FINANCIAL PLANNING, PLANNING FOR BUSINESS OWNERS, RETIREMENT PLANNING, ESTATE PLANNING. SALES AND CONSULTATION OF INVESTMENT PRODUCTS AND SERVICES, AS WELL AS, INSURANCE PRODUCTS AND SERVICES.

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Companies doing Investment advice

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MFS, INC. DEFINED BENEFIT PENSION PLAN 2019 550184500 2020-12-03 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC. DEFINED BENEFIT PENSION PLAN 2019 550184500 2020-09-15 MEDEIROS FINANCIAL SERVICES, INC. 1
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC. DEFINED BENEFIT PENSION PLAN 2018 550184500 2019-09-13 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC. DEFINED BENEFIT PENSION PLAN 2017 550184500 2018-09-14 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC.401(K) PROFIT SHARING PLAN 2017 550184500 2018-09-24 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC. DEFINED BENEFIT PENSION PLAN 2016 550184500 2017-09-13 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC.401(K) PROFIT SHARING PLAN 2016 550184500 2017-06-14 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC.401(K) PROFIT SHARING PLAN 2015 550184500 2016-05-17 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC. DEFINED BENEFIT PENSION PLAN 2015 550184500 2016-09-19 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886
MFS, INC. DEFINED BENEFIT PENSION PLAN 2014 550184500 2015-09-16 MEDEIROS FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2015-09-16
Name of individual signing JOSEPH A. MEDEIROS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/08/20/20150820090422P040005899309001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2015-08-20
Name of individual signing JOSEPH A. MEDEIROS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/09/12/20140912130856P040041019567001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2014-09-12
Name of individual signing JOSEPH A. MEDEIROS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/14/20140814093613P040027413743001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 4019210620
Plan sponsor’s address 2348 POST ROAD, OFC, WARWICK, RI, 02886

Signature of
Role Plan administrator
Date 2014-08-14
Name of individual signing JOSEPH A. MEDEIROS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOSEPH A. MEDEIROS Agent 2348 POST ROAD OFC, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
JOSEPH A MEDEIROS PRESIDENT 76 HOPKINS HILL ROAD EXETER, RI 02822- USA

Filings

Number Name File Date
202443715390 Annual Report 2024-01-03
202325814430 Annual Report 2023-01-06
202207615780 Annual Report 2022-01-04
202101757810 Annual Report 2021-09-20
202101759120 Statement of Change of Registered/Resident Agent Office 2021-09-20
202101756020 Reinstatement 2021-09-20
202199654970 Revocation Certificate For Failure to File the Annual Report for the Year 2021-07-29
202196815590 Revocation Notice For Failure to File An Annual Report 2021-05-19
202030943720 Annual Report 2020-01-02
201985792980 Annual Report 2019-02-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1089497404 2020-05-03 0165 PPP 2348 POST RD STE 6, WARWICK, RI, 02886-2273
Loan Status Date 2021-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833
Loan Approval Amount (current) 20833
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02886-2273
Project Congressional District RI-02
Number of Employees 1
NAICS code 921130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20984.25
Forgiveness Paid Date 2021-01-26

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Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State

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