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Estate Planning Resources, Inc.

Company Details

Name: Estate Planning Resources, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Revoked Entity
Date of Organization in Rhode Island: 18 Jan 2006 (19 years ago)
Date of Dissolution: 03 May 2013 (12 years ago)
Date of Status Change: 03 May 2013 (12 years ago)
Identification Number: 000153102
ZIP code: 02920
County: Providence County
Principal Address: 1000 CHAPEL VIEW BOULEVARD SUITE 270, CRANSTON, RI, 02920, USA
Purpose: ESTATE PLANNING

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ESTATE PLANNING RESOURCES, INC. 401(K) RETIREMENT PLAN 2011 204128756 2012-03-06 ESTATE PLANNING RESOURCES, INC. 5
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 4017852700
Plan sponsor’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920

Plan administrator’s name and address

Administrator’s EIN 204128756
Plan administrator’s name ESTATE PLANNING RESOURCES, INC.
Plan administrator’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920
Administrator’s telephone number 4017852700

Signature of

Role Plan administrator
Date 2012-03-06
Name of individual signing JOSEPH CARAMADRE
Valid signature Filed with authorized/valid electronic signature
ESTATE PLANNING RESOURCES, INC. 401(K) RETIREMENT PLAN 2011 204128756 2012-03-06 ESTATE PLANNING RESOURCES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 4017852700
Plan sponsor’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920

Plan administrator’s name and address

Administrator’s EIN 204128756
Plan administrator’s name ESTATE PLANNING RESOURCES, INC.
Plan administrator’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920
Administrator’s telephone number 4017852700

Signature of

Role Plan administrator
Date 2012-03-06
Name of individual signing JOSEPH CARAMADRE
Valid signature Filed with authorized/valid electronic signature
ESTATE PLANNING RESOURCES, INC. 401(K) RETIREMENT PLAN 2011 204128756 2012-03-06 ESTATE PLANNING RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 4017852700
Plan sponsor’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920

Plan administrator’s name and address

Administrator’s EIN 204128756
Plan administrator’s name ESTATE PLANNING RESOURCES, INC.
Plan administrator’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920
Administrator’s telephone number 4017852700

Signature of

Role Plan administrator
Date 2012-03-06
Name of individual signing JOSEPH CARAMADRE
Valid signature Filed with authorized/valid electronic signature
ESTATE PLANNING RESOURCES, INC. 401(K) RETIREMENT PLAN 2010 204128756 2011-04-19 ESTATE PLANNING RESOURCES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 4017852700
Plan sponsor’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920

Plan administrator’s name and address

Administrator’s EIN 204128756
Plan administrator’s name ESTATE PLANNING RESOURCES, INC.
Plan administrator’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920
Administrator’s telephone number 4017852700

Signature of

Role Plan administrator
Date 2011-04-19
Name of individual signing JOSEPH CARAMADRE
Valid signature Filed with authorized/valid electronic signature
ESTATE PLANNING RESOURCES, INC. 401(K) RETIREMENT PLAN 2009 204128756 2010-06-24 ESTATE PLANNING RESOURCES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 4017852700
Plan sponsor’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920

Plan administrator’s name and address

Administrator’s EIN 204128756
Plan administrator’s name ESTATE PLANNING RESOURCES, INC.
Plan administrator’s address 1000 CHAPEL VIEW BLVD., SUITE 207, CRANSTON, RI, 02920
Administrator’s telephone number 4017852700

Signature of

Role Plan administrator
Date 2010-06-23
Name of individual signing JOSEPH CARAMADRE
Valid signature Filed with authorized/valid electronic signature

PRESIDENT

Name Role Address
JOSEPH A. CARAMADRE PRESIDENT 1000 CHAPEL VIEW BOULEVARD, SUITE 270 CRANSTON, RI 02920 USA

TREASURER

Name Role Address
JOSEPH A CARAMADRE TREASURER 1000 CHAPEL VIEW BOULEVARD, SUITE 270 CRANSTON, RI 02920 USA

SECRETARY

Name Role Address
JOSEPH A CARAMADRE SECRETARY 1000 CHAPEL VIEW BOULEVARD, SUITE 270 CRANSTON, RI 02920 USA

DIRECTOR

Name Role Address
JOSEPH A CARAMADRE DIRECTOR 1000 CHAPEL VIEW BOULEVARD, SUITE 270 CRANSTON, RI 02920 USA

Filings

Number Name File Date
201320785990 Miscellaneous Filing (No Fee) 2013-05-22
201315984210 Revocation Certificate For Failure to Maintain a Registered Agent 2013-05-03
201313781190 Miscellaneous Filing (No Fee) 2013-03-11
201313148010 Revocation Notice For Failure to Maintain a Registered Agent 2013-02-28
201309741290 Agent Resigned 2013-01-14
201293361010 Annual Report 2012-05-23
201293162860 Revocation Notice For Failure to File An Annual Report 2012-05-23
201178263910 Annual Report 2011-05-02
201060932070 Annual Report 2010-03-29
200943816250 Statement of Change of Registered/Resident Agent 2009-03-12

Date of last update: 10 Oct 2024

Sources: Rhode Island Department of State