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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.
NAICS: 523930 - 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. 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.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 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

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State

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