Heritage Consultants, Inc.

Login to view more!

You must login to view additional information. Don't have an account? Sign Up, it's free!

170 E HAINES BLVD, LAKE ALFRED, FL 33850 View Map

Form 5500

170 E Haines Boulevard, Lake Alfred, FL 33850 (863) 967-4139 EIN:59-2305659 Plan Admin:Olivia Upton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$423,931 / $503,266	2023	HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	10 / 9	$423,931 / $503,266
2022	Plan NameHERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$514,645 / $423,931	2022	HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	11 / 10	$514,645 / $423,931
2021	Plan NameHERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$422,344 / $514,645	2021	HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$422,344 / $514,645
2020	Plan NameHERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$395,452 / $422,344	2020	HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 11	$395,452 / $422,344
2019	Plan NameHERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$307,071 / $395,452	2019	HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	11 / 13	$307,071 / $395,452

Benefit & Retirement Plans based on Form 5500.

PPP Loans

170 E Haines Blvd, Lake Alfred, FL 33850-2818 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:Yes

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$148,912 Forgiven$133,761 LenderCitizens Bank and Trust Jobs13	04/27/2020	$148,912	$133,761	Citizens Bank and Trust	13

PPP Loans based on Paycheck Protection Program.

Address Match:170 E Haines Blvd Lake Alfred, FL

Heritage Consultants of Florida, Inc. (Heritage Consultants, Inc.) Registered in Ohio	Lake Alfred, FL North Canton, OH	View Report
Heritage Consultants, Inc. Registered in Florida	Lake Alfred, FL	View Report
Heritage Properties of Polk County, L.L.C. Registered in Florida	Auburndale, FL Auuburndale, FL (1 more)	View Report
A & L Tropicals, Inc. Registered in Florida	Lake Alfred, FL	View Report
Bfh Florida Realty, LLC Registered in Florida	Duluth, GA Lake Alfred, FL	View Report
Bfh Florida, LLC Registered in Florida	Duluth, GA Lake Alfred, FL	View Report
Dyno Hi-Lift Service, Inc. Registered in Florida	Lake Alfred, FL Lakeland, FL	View Report
Fc Kennedy, LLC Registered in Florida	Lake Alfred, FL	View Report
Fla. Aluma-Drape, Inc. Registered in Florida	Lake Alfred, FL	View Report
Fp Kennedy, LLC Registered in Florida	Lake Alfred, FL	View Report
Hc-Pa Marketing, Inc. Registered in Florida	Lake Alfred, FL	View Report
Out, Inc. Registered in Florida	Lake Alfred, FL	View Report
Phelps Builders Group, Inc. Registered in Florida	Duluth, GA Lake Alfred, FL	View Report
Precision Land Investors, Inc. Registered in Florida	Duluth, GA Lake Alfred, FL	View Report
Strickland's Auto Electric, Inc. Registered in Florida	Lake Alfred, FL	View Report
The Smith Law Group, P.A. Registered in Florida	Lake Alfred, FL	View Report

Related Business Names:

Heritage Consultants Inc. Registered in New Jersey		View Report
Heritage Consultants, Inc. Registered in Michigan	Birmingham, MI	View Report
Heritage Consultants, Inc. Registered in Michigan	Farmington Hills, MI	View Report
Cascade Heritage Consultants Inc Registered in Washington	Seattle, WA	View Report
Heritage Consultants, Inc. Registered in Pennsylvania	Reading, PA	View Report
Cannon Heritage Consultants Inc Registered in Utah	Logan, UT	View Report
Southern Heritage Consultants, Inc. Registered in Georgia	Buford, GA	View Report
Heritage Financial Consultants, Inc. Registered in North Carolina	Clayton, NC	View Report
Heritage Personnel Consultants, Inc. Registered in Texas	Houston, TX	View Report
Heritage Financial Consultants, Inc. Registered in Florida	Miami, FL	View Report
Heritage Marketing Consultants, Inc. Registered in Florida	Apopka, FL	View Report
Heritage Personnel Consultants Inc. Registered in Virginia	Virginia	View Report
Cannon Heritage Consultants, Inc. Registered in Wyoming	Laramie, WY Logan, UT	View Report
Heritage Consultants, Inc. Registered in Wisconsin	Beaver Dam, WI	View Report
Heritage Consultants, Inc. Registered in North Carolina	Charlotte, NC Mount Pleasant, SC	View Report
Heritage Consultants, Inc. (Fl) Registered in Georgia	Lake Alfred, FL	View Report
The Heritage Consultants, Inc. Registered in California	Oxnard, CA	View Report

The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary