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HERITAGE STRATEGIES LLC

Company Details

Name: HERITAGE STRATEGIES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Dec 2008 (16 years ago)
Entity Number: 3754152
County: Nassau
Place of Formation: New York
Address: SUITE 402, 4TH FLOOR, Suite 402, WOODBURY, NY, United States, 11797
Address ZIP Code: 11797

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE STRATEGIES LLC 401(K) PLAN 2023 263902173 2024-10-08 HERITAGE STRATEGIES LLC 19
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 525920
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2024-10-08
Name of individual signing HEATHER GEYER
Valid signature Filed with authorized/valid electronic signature
HERITAGE STRATEGIES LLC 401(K) PLAN 2023 263902173 2024-10-09 HERITAGE STRATEGIES LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 525920
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2024-10-09
Name of individual signing HEATHER GEYER
Valid signature Filed with authorized/valid electronic signature
HERITAGE STRATEGIES LLC 401(K) PLAN 2022 263902173 2023-09-26 HERITAGE STRATEGIES LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2023-09-26
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2021 263902173 2022-07-18 HERITAGE STRATEGIES LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2022-07-18
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2020 263902173 2021-10-13 HERITAGE STRATEGIES LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2019 263902173 2020-04-03 HERITAGE STRATEGIES LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2020-04-03
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2018 263902173 2019-10-08 HERITAGE STRATEGIES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2019-10-08
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2017 263902173 2018-04-23 HERITAGE STRATEGIES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2018-04-23
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2016 263902173 2017-09-19 HERITAGE STRATEGIES LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, 11797

Signature of

Role Plan administrator
Date 2017-09-19
Name of individual signing HEATHER GEYER
HERITAGE STRATEGIES LLC 401(K) PLAN 2015 263902173 2016-07-08 HERITAGE STRATEGIES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 2124851536
Plan sponsor’s address 135 CROSSWAYS PARK DR., STE. 402, WOODBURY, NY, 11797

DOS Process Agent

Name Role Address
HERITAGE STRATEGIES LLC DOS Process Agent SUITE 402, 4TH FLOOR, Suite 402, WOODBURY, NY, United States, 11797

Filings

Filing Number Date Filed Type Effective Date
221204000090 2022-12-04 BIENNIAL STATEMENT 2022-12-01
201222060482 2020-12-22 BIENNIAL STATEMENT 2020-12-01
181211006294 2018-12-11 BIENNIAL STATEMENT 2018-12-01
161213006042 2016-12-13 BIENNIAL STATEMENT 2016-12-01
141209007213 2014-12-09 BIENNIAL STATEMENT 2014-12-01
121218002002 2012-12-18 BIENNIAL STATEMENT 2012-12-01
101220002138 2010-12-20 BIENNIAL STATEMENT 2010-12-01
090309000884 2009-03-09 CERTIFICATE OF PUBLICATION 2009-03-09
081217000750 2008-12-17 ARTICLES OF ORGANIZATION 2008-12-17

Date of last update: 08 Nov 2024

Sources: New York Secretary of State