| 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 AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8483617207 | 2020-04-28 | 0165 | PPP | 20 newman ave building 3 suite 3005-B, Rumfprd, RI, 02916-1942 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 26 Oct 2024
Sources: Rhode Island Department of State
