Menu
Search icon

HERITAGE PENSION ADVISORS LLC

Company Details

Name: HERITAGE PENSION ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Inactive
Date of registration: 06 Oct 2009 (15 years ago)
Entity Number: 3863983
County: Nassau
Date of dissolution: 03 Jan 2017
Place of Formation: New York
Address: 135 CROSSWAYS PARK DRIVE, 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 PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 271835823 2018-05-22 HERITAGE PENSION ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK RD, SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2018-05-22
Name of individual signing JONATHAN SUMERA
Role Employer/plan sponsor
Date 2018-05-22
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 271835823 2017-05-23 HERITAGE PENSION ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK RD, SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2017-05-23
Name of individual signing JONATHAN SUMERA
Role Employer/plan sponsor
Date 2017-05-23
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 271835823 2016-07-18 HERITAGE PENSION ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK RD, SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2016-07-18
Name of individual signing JONATHAN SUMERA
Role Employer/plan sponsor
Date 2016-07-18
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 271835823 2015-07-08 HERITAGE PENSION ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6314230505
Plan sponsor’s address 66 CROSSWAYS PARK DRIVE SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2015-07-08
Name of individual signing JONATHAN SUMERA
Role Employer/plan sponsor
Date 2015-07-08
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2013 271835823 2014-04-15 HERITAGE PENSION ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2014-04-15
Name of individual signing JONATHAN SUMERA
Role Employer/plan sponsor
Date 2014-04-15
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2012 271835823 2013-04-11 HERITAGE PENSION ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797

Signature of
Role Plan administrator
Date 2013-04-11
Name of individual signing JONATHAN SUMERA
Role Employer/plan sponsor
Date 2013-04-11
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2011 271835823 2012-04-02 HERITAGE PENSION ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797

Plan administrator’s name and address
Administrator’s EIN 271835823
Plan administrator’s name HERITAGE PENSION ADVISORS, LLC
Plan administrator’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797
Administrator’s telephone number 6314230505

Signature of
Role Plan administrator
Date 2012-04-02
Name of individual signing SCOTT P. MULLADY
Role Employer/plan sponsor
Date 2012-04-02
Name of individual signing SCOTT P. MULLADY
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2011 271835823 2012-04-02 HERITAGE PENSION ADVISORS, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797

Plan administrator’s name and address
Administrator’s EIN 271835823
Plan administrator’s name HERITAGE PENSION ADVISORS, LLC
Plan administrator’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797
Administrator’s telephone number 6314230505

Signature of
Role Plan administrator
Date 2012-04-02
Name of individual signing SCOTT P. MULLADY
Role Employer/plan sponsor
Date 2012-04-02
Name of individual signing SCOTT P. MULLADY
HERITAGE PENSION ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2010 271835823 2011-08-01 HERITAGE PENSION ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6314230505
Plan sponsor’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797

Plan administrator’s name and address
Administrator’s EIN 271835823
Plan administrator’s name HERITAGE PENSION ADVISORS, LLC
Plan administrator’s address 135 CROSSWAYS PARK DRIVE STE 402, WOODBURY, NY, 11797
Administrator’s telephone number 6314230505

Signature of
Role Plan administrator
Date 2011-08-01
Name of individual signing SCOTT MULLADY
Role Employer/plan sponsor
Date 2011-08-01
Name of individual signing SCOTT MULLADY

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, United States, 11797

Filings

Filing Number Date Filed Type Effective Date
170103001046 2017-01-03 ARTICLES OF DISSOLUTION 2017-01-03
131010006262 2013-10-10 BIENNIAL STATEMENT 2013-10-01
111020002570 2011-10-20 BIENNIAL STATEMENT 2011-10-01
100126000646 2010-01-26 CERTIFICATE OF PUBLICATION 2010-01-26
091006000207 2009-10-06 ARTICLES OF ORGANIZATION 2009-10-06

Related by officers

THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC HAGOP TANKIAN LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC

Related by address

135 CROSSWAYS PARK DRIVE, SUITE 402, WOODBURY, NY, United States, 11797

HERITAGE TECHNOLOGIES LLC OPTIMUM CORPORATE CONSULTING LLC TAU MU LLC

Date of last update: 08 Nov 2024

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 nycompanysearch.com