| Name: | Roseland Wealth Management, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 20 Mar 2017 (8 years ago) |
| Identification Number: | 001672003 |
| ZIP code: | 02916 |
| County: | Providence County |
| Principal Address: | 20 NEWMAN AVENUE BUILDING 3 SUITE 3005-B, RUMFORD, RI, 02916, USA |
| Purpose: | FINANCIAL ADVISOR |
| NAICS: | 523930 - Investment Advice |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROSELAND WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN TRUST | 2020 | 820869355 | 2021-09-30 | ROSELAND WEALTH MANAGEMENT | 3 | |||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2021-09-30 |
| Name of individual signing | AARON SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4015338222 |
| Plan sponsor’s address | 20 NEWMAN AVE, RUMFORD, RI, 02916 |
Signature of
| Role | Plan administrator |
| Date | 2020-10-13 |
| Name of individual signing | AARON SIMON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4015338222 |
| Plan sponsor’s address | 186 LAUREL AVE, PROVIDENCE, RI, 02906 |
Plan administrator’s name and address
| Administrator’s EIN | 264477125 |
| Plan administrator’s name | 401K GENERATION |
| Plan administrator’s address | 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746 |
| Administrator’s telephone number | 8669985879 |
Signature of
| Role | Plan administrator |
| Date | 2019-05-13 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4015338222 |
| Plan sponsor’s address | 186 LAUREL AVE, PROVIDENCE, RI, 02906 |
Signature of
| Role | Plan administrator |
| Date | 2018-05-09 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| STEVEN I. ROSENBAUM, ESQ. | Agent | BLISH & CAVANAGH LLP 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| AARON SIMON | PRESIDENT | 2 OVERLOOK ROAD BARRINGTON, RI 02806 USA |
| Number | Name | File Date |
|---|---|---|
| 202330741080 | Certificate of Conversion | 2023-03-13 |
| 202214398160 | Annual Report | 2022-04-04 |
| 202212960710 | Statement of Change of Registered/Resident Agent Office | 2022-03-16 |
| 202193060290 | Annual Report | 2021-02-24 |
| 202033688060 | Annual Report | 2020-02-03 |
| 201985975310 | Annual Report | 2019-02-04 |
| 201858784180 | Annual Report | 2018-02-21 |
| 201738293030 | Articles of Incorporation | 2017-03-20 |
Date of last update: 26 Oct 2024
Sources: Rhode Island Department of State
