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  5. HERITAGE PENSION ADVISORS INC

HERITAGE PENSION ADVISORS INC

Company Details

Name: HERITAGE PENSION ADVISORS INC
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 03 Jan 2017 (8 years ago)
Entity Number: 5061180
ZIP code: 11725
County: Suffolk
Place of Formation: New York
Address: 66 COMMACK ROAD, STE 308, COMMACK, NY, United States, 11725

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2023 814903086 2024-02-01 HERITAGE PENSION ADVISORS, INC. 9
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 ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2024-02-01
Name of individual signing MARY J WASIELEWSKI
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 814903086 2023-03-07 HERITAGE PENSION ADVISORS, INC. 9
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 ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2023-03-07
Name of individual signing MARY J WASIELEWSKI
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 814903086 2022-07-18 HERITAGE PENSION ADVISORS, INC. 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 ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing MARY J WASIELEWSKI
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 814903986 2021-06-09 HERITAGE PENSION ADVISORS, INC. 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 ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2021-06-09
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 814903986 2020-04-08 HERITAGE PENSION ADVISORS, INC. 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 ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2020-04-08
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 814903986 2019-07-24 HERITAGE PENSION ADVISORS, INC. 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 ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing JONATHAN SUMERA

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 66 COMMACK ROAD, STE 308, COMMACK, NY, United States, 11725

Filings

Filing Number Date Filed Type Effective Date
170103001051 2017-01-03 CERTIFICATE OF INCORPORATION 2017-01-03

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THE CORPORATION

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Related by address

No related companies by address

Date of last update: 23 Nov 2024

Sources: New York Secretary of State

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