Heritage Advisors Cpa, LLC
Arizona
Registered In
02/01/2018
Incorp. Date
Company Summary
Heritage Advisors Cpa, LLC at 1500 E Bethany Home Rd STE 250, Phoenix, Az 85014 lists Sajeev Narayanan and Padma Priya Kasturi Rangan of Phoenix, AZ.
- Registered In
- Arizona
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Llc
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Sajeev Narayanan
Registered Agent
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1500 E BETHANY HOME RD STE 250, PHOENIX, AZ 85014
(View Past Addresses)
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Sajeev Narayanan
Member
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1440 E MISSOURI AVE STE C-200, PHOENIX, AZ 85014
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Padma Priya Kasturi Rangan
Member/Manager
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1440 E MISSOURI AVE STE C-200, PHOENIX, AZ 85014
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Sajeev Narayanan
Manager
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1440 E MISSOURI AVE STE C-200, PHOENIX, AZ 85014
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1500 E BETHANY HOME RD STE 250, PHOENIX, AZ 85014
View Map
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Financial Information for Heritage Advisors Cpa, LLC
Form 5500
HERITAGE ADVISORS CPA, LLC
1500 E Bethany Home Rd STE 250, Phoenix, Az 85014 (602) 569-9959 EIN:82-4306156 Plan Admin:Sajeev Narayanan| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$246,692 / $341,487 | 2023 | HERITAGE ADVISORS 401(K) PLAN - Plan #001 | 22 / 24 | $246,692 / $341,487 |
| 2021 | Plan NameHERITAGE ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY21 / 26 Assets BOY/EOY$171,308 / $249,869 | 2021 | HERITAGE ADVISORS 401(K) PLAN - Plan #001 | 21 / 26 | $171,308 / $249,869 |
| 2020 | Plan NameHERITAGE ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY21 / 18 Assets BOY/EOY$120,637 / $171,308 | 2020 | HERITAGE ADVISORS 401(K) PLAN & TRUST - Plan #001 | 21 / 18 | $120,637 / $171,308 |
| 2019 | Plan NameHERITAGE ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY13 / 19 Assets BOY/EOY$45,193 / $120,637 | 2019 | HERITAGE ADVISORS 401(K) PLAN & TRUST - Plan #001 | 13 / 19 | $45,193 / $120,637 |
Benefit & Retirement Plans based on Form 5500.
Address Match:1500 E Bethany Home Rd Ste 250 Phoenix, AZ
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Person/City Match:Sajeev Narayanan - Phoenix, AZ
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David Mendelson, D.O., P.C.
Registered in Arizona
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Heritage Advisors, LLC
Registered in Arizona
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Phoenix, AZ | View Report |
The following government agencies have contributed data:
Arizona Corporation Commission U.S. Department of Labor
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