Heritage Benefit Consultants, Inc.

Connecticut
Registered In
12/08/1978
Incorp. Date

Company Summary

Heritage Benefit Consultants, Inc. at 680 Main ST FL 2nd, Watertown, Ct 06795 lists Rocco D. Marciano of Mystic, CT and Lisa M. Dean of Watertown, CT.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Stock
Status
Active
Website
Email
*****@heritage401k.com
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SEC | EDGAR Trellis.Law Recent News
Timothy Gaydosh Registered Agent
153 MAIN ST, OAKVILLE, CT 06779 270 WINDING BROOK FARM RD, WATERTOWN, CT 06795
Rocco D. Marciano Officer
202 HIGHMEADOW LN, MYSTIC, CT 06355 680 MAIN ST FL 2ND, WATERTOWN, CT 06795
Lisa M. Dean Officer
680 MAIN ST FL 2ND, WATERTOWN, CT 06795 5 WESTOVER DR, NAUGATUCK, CT 06770
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680 MAIN ST FL 2ND, WATERTOWN, CT 06795 View Map

Financial Information for Heritage Benefit Consultants, Inc.

Form 5500

HERITAGE BENEFIT CONSULTANTS, INC.

680 Main Street, Watertown, Ct 06795 (860) 945-6043 EIN:06-0991349 Plan Admin:Rocco D. Marciano
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $0 2022 HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN - Plan #001 6 / 6 $0 / $0
2021 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 2021 HERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003 3 / 3 $0 / $0
2021 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $0 2021 HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN - Plan #001 6 / 6 $0 / $0
2020 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 2020 HERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003 3 / 3 $0 / $0
2020 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $0 2020 HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN - Plan #001 6 / 6 $0 / $0
2019 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $0 2019 HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN - Plan #001 5 / 6 $0 / $0
2019 Plan NameHERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 2019 HERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003 3 / 3 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HERITAGE BENEFIT CONSULTANTS, INC.

680 MAIN ST 2nd Floor, WATERTOWN, CT 06795-2655 Industry:Human Resources Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$36,000 Forgiven$36,217 LenderThomaston Savings Bank Jobs4 04/14/2020 $36,000 $36,217 Thomaston Savings Bank 4
PPP Loans based on Paycheck Protection Program.
Address Match:680 Main St Watertown, CT
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Person/City Match:Rocco D Marciano - Mystic, CT
Heritage Benefit Agency, Inc. Registered in Connecticut
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The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor U.S. Small Business Administration
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