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HERITAGE ADMINISTRATIVE SERVICES LLC

Company Details

Name: HERITAGE ADMINISTRATIVE SERVICES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 26 Sep 2007 (17 years ago)
Entity Number: 3572753
County: Suffolk
Place of Formation: New York
Address: 100 CROSSWAYS PARK WEST, SUITE 413, WOODBURY, NY, United States, 11797
Address ZIP Code: 11797

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2023 261662097 2024-07-24 HERITAGE ADMINISTRATIVE SERVICES, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2024-07-24
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2024-07-24
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 261662097 2023-10-02 HERITAGE ADMINISTRATIVE SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2023-10-02
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 261662097 2022-10-03 HERITAGE ADMINISTRATIVE SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 261662097 2021-09-29 HERITAGE ADMINISTRATIVE SERVICES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2021-09-29
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2021-09-29
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 261662097 2020-07-15 HERITAGE ADMINISTRATIVE SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2020-07-15
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 261662097 2019-07-17 HERITAGE ADMINISTRATIVE SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2019-07-17
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 261662097 2018-07-30 HERITAGE ADMINISTRATIVE SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2018-07-30
Name of individual signing FRANCIS MULLADY
HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 261662097 2017-07-14 HERITAGE ADMINISTRATIVE SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2017-07-14
Name of individual signing FRANCIS MULLADY
THE HERITAGE GROUP LLC 401(K) PROFIT SHARING PLAN 2015 261662097 2016-09-22 HERITAGE ADMINISTRATIVE SERVICES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2016-09-22
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2016-09-22
Name of individual signing FRANCIS MULLADY
THE HERITAGE GROUP LLC 401(K) PROFIT SHARING PLAN 2014 261662097 2015-10-09 HERITAGE ADMINISTRATIVE SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541219
Sponsor’s telephone number 6314230505
Plan sponsor’s address 100 CROSSWAYS PARK WEST STE 413, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing FRANCIS MULLADY
Role Employer/plan sponsor
Date 2015-10-09
Name of individual signing FRANCIS MULLADY

DOS Process Agent

Name Role Address
HERITAGE ADMINISTRATIVE SERVICES LLC DOS Process Agent 100 CROSSWAYS PARK WEST, SUITE 413, WOODBURY, NY, United States, 11797

History

Start date End date Type Value
2007-09-26 2023-09-02 Address 5 OLD ORCHARD COURT, ROCKY POINT, NY, 11778, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230902000120 2023-09-02 BIENNIAL STATEMENT 2023-09-01
220316002853 2022-03-16 BIENNIAL STATEMENT 2021-09-01
071214000271 2007-12-14 CERTIFICATE OF PUBLICATION 2007-12-14
070926000254 2007-09-26 ARTICLES OF ORGANIZATION 2007-09-26

Related by officers

No related officers

Related by address

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Date of last update: 09 Nov 2024

Sources: New York Secretary of State

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