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  5. Wallick & Associates, LTD.

Wallick & Associates, LTD.

Company Details

Name: Wallick & Associates, LTD.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 06 May 2003 (22 years ago)
Identification Number: 000131812
ZIP code: 02888
County: Kent County
Principal Address: 51 JEFFERSON BOULEVARD FIRST FLOOR, WARWICK, RI, 02888, USA
Purpose: PRIMARILY TO ENGAGE IN THE SPECIFIC BUSINESS OF THE PRACTICE OF LAW

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
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2023 320075387 2024-02-20 WALLICK & ASSOCIATES, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2024-02-20
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2022 320075387 2023-05-23 WALLICK & ASSOCIATES, LTD. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 320075387 2022-09-12 WALLICK & ASSOCIATES, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 320075387 2021-03-30 WALLICK & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2021-03-30
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 320075387 2020-09-10 WALLICK & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2020-09-10
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 320075387 2019-09-25 WALLICK & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2019-09-25
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 320075387 2018-07-23 WALLICK & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 320075387 2017-07-27 WALLICK & ASSOCIATES, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 320075387 2016-06-24 WALLICK & ASSOCIATES, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2016-06-24
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
WALLICK & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 320075387 2015-10-09 WALLICK & ASSOCIATES, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/08/20140808134614P030026500207001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2014-08-08
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/08/20131008145824P030032864737001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Signature of
Role Plan administrator
Date 2013-10-08
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/25/20120925134034P040176288240001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888

Plan administrator’s name and address
Administrator’s EIN 300019374
Plan administrator’s name WALLICK & ASSOCIATES
Plan administrator’s address 51 JEFFERSON BLVD, WARWICK, RI, 028881002
Administrator’s telephone number 4014610100

Signature of
Role Plan administrator
Date 2012-09-25
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/14/20111014144009P040152861441001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1984-06-01
Business code 541110
Sponsor’s telephone number 4014610100
Plan sponsor’s address 51 JEFFERSON BLVD, WARWICK, RI, 028881002

Plan administrator’s name and address
Administrator’s EIN 300019374
Plan administrator’s name WALLICK & ASSOCIATES
Plan administrator’s address 51 JEFFERSON BLVD, WARWICK, RI, 028881002
Administrator’s telephone number 4014610100

Signature of
Role Plan administrator
Date 2011-10-14
Name of individual signing MARC WALLICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MARC D. WALLICK Agent 51 JEFFERSON BOULEVARD, WARWICK, RI, 02888, USA

PRESIDENT

Name Role Address
MARC D. WALLICK PRESIDENT 51 JEFFERSON BOULEVARD, 1ST FLOOR WARWICK, RI 02888 USA

Filings

Number Name File Date
202447173240 Annual Report 2024-02-23
202327714990 Annual Report 2023-02-03
202209368170 Annual Report 2022-02-02
202186129230 Annual Report 2021-01-12
202031459400 Annual Report 2020-01-06
201985889400 Annual Report 2019-02-01
201856237390 Annual Report 2018-01-16
201729754650 Annual Report 2017-01-09
201690037400 Annual Report 2016-01-04
201556093520 Annual Report 2015-03-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8277437102 2020-04-15 0165 PPP 51 Jefferson Blvd 100, Warwick, RI, 02888
Loan Status Date 2021-11-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 87100
Loan Approval Amount (current) 87100
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Warwick, KENT, RI, 02888-0074
Project Congressional District RI-02
Number of Employees 6
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 88355.19
Forgiveness Paid Date 2021-10-06

Related by officers

MARC D. WALLICK

Patti, Inc. D & M Associates Inc. Elliot L. Schweid, D.O., Ltd. Novel Tees Inc. Lea-West Development Co., Inc. PREMIERE JEWELLERY, INC. The Home Energy Corporation, Inc. Northeast Water Sports Inc. R.M.G., LTD. EUGENE E. McNALLY, III, INC.

Related by address

No related companies by address

Date of last update: 11 Apr 2025

Sources: Rhode Island Department of State

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