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Ward, Fisher & Company, LLP

Company Details

Name: Ward, Fisher & Company, LLP
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Partnership
Status: Activ
Date of Organization in Rhode Island: 03 Jan 2012 (13 years ago)
Identification Number: 000759100
ZIP code: 02886
County: Kent County
Principal Address: 250C CENTERVILLE ROAD, WARWICK, RI, 02886, USA
Purpose: THE GENERAL PRACTICE OF PUBLIC ACCOUNTING AND AUDITING

Industry & Business Activity

NAICS

541211 Offices of Certified Public Accountants

This U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; (3) preparing financial statements; (4) developing budgets; and (5) providing advice on matters related to accounting. These establishments may also provide related services, such as bookkeeping, tax return preparation, and payroll processing. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2023 050234540 2024-05-08 WARD FISHER & COMPANY, LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2024-05-08
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2022 050234540 2023-06-16 WARD FISHER & COMPANY, LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2023-06-16
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2021 050234540 2022-05-25 WARD FISHER & COMPANY, LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2022-05-25
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2020 050234540 2021-04-26 WARD FISHER & COMPANY, LLP 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2021-04-26
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2019 050234540 2020-04-22 WARD FISHER & COMPANY, LLP 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2020-04-22
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2018 050234540 2019-06-19 WARD FISHER & COMPANY, LLP 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2019-06-19
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2017 050234540 2018-06-11 WARD FISHER & COMPANY, LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2018-06-11
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2016 050234540 2017-09-19 WARD FISHER & COMPANY, LLP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2017-09-19
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2013 050234540 2014-07-16 WARD FISHER & COMPANY, LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Signature of

Role Plan administrator
Date 2014-07-16
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN 2012 050234540 2013-07-01 WARD FISHER & COMPANY, LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Plan administrator’s name and address

Administrator’s EIN 050234540
Plan administrator’s name WARD FISHER & COMPANY, LLP
Plan administrator’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353
Administrator’s telephone number 4013846464

Signature of

Role Plan administrator
Date 2013-07-01
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/19/20120919143633P030003677029001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Plan administrator’s name and address

Administrator’s EIN 050234540
Plan administrator’s name WARD FISHER & COMPANY, LLP
Plan administrator’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353
Administrator’s telephone number 4013846464

Signature of

Role Plan administrator
Date 2012-09-19
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/11/20110711140714P040426891952001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Plan administrator’s name and address

Administrator’s EIN 050234540
Plan administrator’s name WARD FISHER & COMPANY, LLP
Plan administrator’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353
Administrator’s telephone number 4013846464

Signature of

Role Plan administrator
Date 2011-07-11
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-11
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/24/20100924175349P030011379537001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 4013846464
Plan sponsor’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353

Plan administrator’s name and address

Administrator’s EIN 050234540
Plan administrator’s name WARD FISHER & COMPANY, LLP
Plan administrator’s address 250C CENTERVILLE ROAD, WARWICK, RI, 028864353
Administrator’s telephone number 4013846464

Signature of

Role Plan administrator
Date 2010-09-24
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-24
Name of individual signing JAMES ACETO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOSEPH F. PENZA JR., ESQ. Agent OLEN & PENZA LLP 530 GREENWICH AVENUE, WARWICK, RI, 02886, USA

Filings

Number Name File Date
202445749500 Annual Report 2024-02-06
202342424140 Miscellaneous Filing (No Fee) 2023-10-25
202325634010 Registration Renewal 2023-01-03
202207689790 Registration Renewal 2022-01-03
202079800680 Registration Renewal 2020-12-14
201930294060 Registration Renewal 2019-12-16
201882462580 Registration Renewal 2018-12-10
201755194550 Registration Renewal 2017-12-19
201628736270 Registration Renewal 2016-12-12
201589792160 Registration Renewal 2015-12-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8108908303 2021-01-29 0165 PPS 250 Centerville Rd Bldg C, Warwick, RI, 02886-4353
Loan Status Date 2021-11-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 236552.5
Loan Approval Amount (current) 236552.5
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, 02886-4353
Project Congressional District RI-02
Number of Employees 13
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 238276.42
Forgiveness Paid Date 2021-10-27

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State