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CLEARPATH WEALTH MANAGEMENT, LLC

Company Details

Name: CLEARPATH WEALTH MANAGEMENT, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Receivership
Date of Organization in Rhode Island: 17 Dec 2007 (17 years ago)
Date of Dissolution: 30 Jul 2015 (9 years ago)
Date of Status Change: 30 Jul 2015 (9 years ago)
Identification Number: 000291784
ZIP code: 02903
County: Providence County
Principal Address: 170 WESTMINSTER STREET 9TH FLOOR, PROVIDENCE, RI, 02903, USA
Purpose: MONEY MANAGEMENT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLEARPATH 401(K)PLAN 2012 261633021 2013-04-06 CLEARPATH WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014553794
Plan sponsor’s address 170 WESTMINSTER STREET, 9TH FLOOR, PROVIDENCE, RI, 02903

Signature of

Role Plan administrator
Date 2013-04-06
Name of individual signing PATRICK CHURCHVILLE
Valid signature Filed with authorized/valid electronic signature
CLEARPATH 401(K)PLAN 2011 261633021 2012-08-31 CLEARPATH WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014553794
Plan sponsor’s address 170 WESTMINSTER STREET, 9TH FLOOR, PROVIDENCE, RI, 02903

Plan administrator’s name and address

Administrator’s EIN 261633021
Plan administrator’s name CLEARPATH WEALTH MANAGEMENT, LLC
Plan administrator’s address 170 WESTMINSTER STREET, 9TH FLOOR, PROVIDENCE, RI, 02903
Administrator’s telephone number 4014553794

Signature of

Role Plan administrator
Date 2012-08-31
Name of individual signing PATRICK CHURCHVILLE
Valid signature Filed with authorized/valid electronic signature
CLEARPATH 401(K)PLAN 2010 261633021 2011-10-11 CLEARPATH WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014553794
Plan sponsor’s address 170 WESTMINSTER STREET, PROVIDENCE, RI, 029032101

Plan administrator’s name and address

Administrator’s EIN 261633021
Plan administrator’s name CLEARPATH WEALTH MANAGEMENT, LLC
Plan administrator’s address 170 WESTMINSTER STREET, PROVIDENCE, RI, 029032101
Administrator’s telephone number 4014553794

Signature of

Role Plan administrator
Date 2011-10-11
Name of individual signing PATRICK CHURCHVILLE
Valid signature Filed with authorized/valid electronic signature
CLEARPATH 401K PLAN 2009 261633021 2010-10-08 CLEARPATH WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 4014553794
Plan sponsor’s address 170 WESTMINSTER STREET, PROVIDENCE, RI, 029032101

Plan administrator’s name and address

Administrator’s EIN 261633021
Plan administrator’s name CLEARPATH WEALTH MANAGEMENT, LLC
Plan administrator’s address 170 WESTMINSTER STREET, PROVIDENCE, RI, 029032101
Administrator’s telephone number 4014553794

Signature of

Role Plan administrator
Date 2010-10-08
Name of individual signing PATRICK CHURCHVILLE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ARCHIBALD B. KENYON, JR. Agent 133 OLD TOWER HILL ROAD SUITE 1, WAKEFIELD, RI, 02879, USA

Manager

Name Role Address
PATRICK CHURCHVILLE Manager 170 WESTMINSTER STREET, 3RD FLOOR PROVIDENCE, RI 02906 USA

Filings

Number Name File Date
201693953680 Order Appointing Temporary Receiver 2015-07-30
201447408390 Annual Report 2014-10-09
201329528390 Annual Report 2013-10-16
201203396910 Annual Report 2012-11-05
201184383510 Annual Report 2011-10-21
201071406090 Annual Report 2010-10-28
200954963770 Annual Report 2009-11-09
200836414060 Annual Report 2008-10-15
200704677890 Articles of Organization 2007-12-17

Date of last update: 11 Oct 2024

Sources: Rhode Island Department of State