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
|
|