Heritage Wealth Group, Inc.

Florida
Registered In
10/18/2016
Incorp. Date
Foreign
Registration Type
Massachusetts
Foreign Jurisdiction

Company Summary

Heritage Wealth Group, Inc. at 75 Second Ave STE 605, Needham, Ma 02494 lists Serratore Vincent of Walpole, MA and Salome Horgan Katherine of Osterville, MA.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Inactive
Registration Type
Foreign
Foreign Jurisdiction
Massachusetts
EIN
45-3200533
Website
Email
****@swayzellc.com
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People

National Registered Agents, Inc. Registered Agent
1200 S PINE ISLAND RD, PLANTATION, FL 33324
Serratore Vincent President
12 NIGHTINGALE FARM RD, WALPOLE, MA 02081
Salome Horgan Katherine Vice President
27 THIRD AVE, OSTERVILLE, MA 02655

Map & Locations

75 SECOND AVE STE 605, NEEDHAM, MA 02494 View Map

Financials

Financial Information for Heritage Wealth Group, Inc.

Form 5500

HERITAGE WEALTH MANAGEMENT INC

0 Governors Avenue Suite 34, Medford, Ma 02155 (781) 396-9300 EIN:45-3200533 Plan Admin:Vincent Serratore
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameHERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2023 HERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $0
2022 Plan NameHERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2022 HERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $0
2021 Plan NameHERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2021 HERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $0
2020 Plan NameHERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2020 HERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $0
2019 Plan NameHERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2019 HERITAGE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 4 / 4 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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