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  5. CAPITAL WEALTH, INC.

CAPITAL WEALTH, INC.

Company Details

Name: CAPITAL WEALTH, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 19 May 2004 (21 years ago)
Identification Number: 000140289
ZIP code: 02893
County: Kent County
Principal Address: 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893, USA
Purpose: FINANCIAL PLANNING
NAICS: 541690 - Other Scientific and Technical Consulting Services
Historical names: Duckworth Financial Partners, Ltd.
CAPITAL WEALTH MANAGEMENT, INC.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2017 651226333 2018-04-25 CAPITAL WEALTH MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Signature of
Role Plan administrator
Date 2018-04-09
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-09
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2016 651226333 2017-07-27 CAPITAL WEALTH MANAGEMENT, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-27
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2015 651226333 2016-07-12 CAPITAL WEALTH MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2014 651226333 2015-07-31 CAPITAL WEALTH MANAGEMENT, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Signature of
Role Plan administrator
Date 2015-07-31
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2013 651226333 2014-04-17 CAPITAL WEALTH MANAGEMENT, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Signature of
Role Plan administrator
Date 2014-04-17
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2012 651226333 2013-05-29 CAPITAL WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Signature of
Role Plan administrator
Date 2013-05-29
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2011 651226333 2012-07-31 CAPITAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Plan administrator’s name and address
Administrator’s EIN 651226333
Plan administrator’s name CAPITAL WEALTH MANAGEMENT, INC.
Plan administrator’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893
Administrator’s telephone number 4018851060

Signature of
Role Plan administrator
Date 2012-07-31
Name of individual signing LEE ALAN DUCKWORTH
Valid signature Filed with authorized/valid electronic signature
CAPITAL WEALTH MANAGEMENT, INC. 401(K) PS PLAN 2010 651226333 2011-05-18 CAPITAL WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4018851060
Plan sponsor’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893

Plan administrator’s name and address
Administrator’s EIN 651226333
Plan administrator’s name CAPITAL WEALTH MANAGEMENT, INC.
Plan administrator’s address 1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893
Administrator’s telephone number 4018851060

Signature of
Role Plan administrator
Date 2011-05-18
Name of individual signing LEE DUCKWORTH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JONATHAN V. KALANDER, ESQ. Agent 931 JEFFERSON BOULEVARD SUITE 2004, WARWICK, RI, 02886, USA

TREASURER

Name Role Address
LEE A. DUCKWORTH TREASURER 1300 DIVISION ROAD, STE 203 WEST WARWICK, RI 02893 USA

SECRETARY

Name Role Address
LEE A. DUCKWORTH SECRETARY 1300 DIVISION ROAD, STE 203 WEST WARWICK, RI 02893 USA

PRESIDENT

Name Role Address
LEE A DUCKWORTH PRESIDENT 1300 DIVISION ROAD SUITE 203 WEST WARWICK, RI 02893- USA

VICE PRESIDENT

Name Role Address
LEE A. DUCKWORTH VICE PRESIDENT 1300 DIVISION RD, STE 203 WEST WARWICK, RI 02893 USA

Events

Type Date Old Value New Value
Name Change 2018-02-15 CAPITAL WEALTH MANAGEMENT, INC. CAPITAL WEALTH, INC.
Name Change 2010-11-05 Duckworth Financial Partners, Ltd. CAPITAL WEALTH MANAGEMENT, INC.

Filings

Number Name File Date
202448457240 Annual Report 2024-03-13
202330048440 Annual Report 2023-03-06
202213405760 Annual Report 2022-03-24
202193482380 Annual Report 2021-03-03
202036487020 Annual Report 2020-03-18
201986966100 Annual Report 2019-02-19
201861175090 Annual Report 2018-03-29
201858391720 Articles of Amendment 2018-02-15
201734809000 Annual Report 2017-02-27
201628238990 Annual Report - Amended 2016-11-29

Related by officers

JONATHAN V. KALANDER, ESQ.

C & D, Inc. DPM Investments, Inc. Everson Construction, Inc. ERNEST P. MENNILLO, M.D., INC. GOODWIN REALTY, INC. EXETER COUNTRY CLUB, INC. HARMONY PATTERN & CASTING CO., INC. Systems Resource Management, Inc. R.I. REFRIGERATION SUPPLY CO., INC. Perry-McStay Funeral Home, Inc.

LEE A DUCKWORTH

MCWORTH L.L.C. JBK FRUGAL, LLC

Related by address

1300 DIVISION ROAD SUITE 203, WEST WARWICK, RI, 02893, USA

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Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State

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