Heritage Financial Group, Inc.
Florida
Registered In
03/12/1993
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction
Company Summary
Heritage Financial Group, Inc. at 120 W Lexington Ave, Elkhart, In 46514 lists Morrison Daniel A and Smith Brian J of Elkhart, IN as associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Indiana
- Company Type
- Foreign Profit
- Status
- Inactive
- EIN
- 35-1517239
- Website
- hfgnet.com
- *******@hfgnet.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Lee Richard P
Registered Agent
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2155 DELTA BLVD STE 210B, TALLAHASSEE, FL 32303
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Morrison Daniel A
CEO
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120 W LEXINGTON AVE, ELKHART, IN 46516
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Smith Brian J
CEO
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120 W LEXINGTON, ELKHART, IN 46516
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Martin Sharon R
Secretary/Treasurer
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120 W LEXINGTON, ELKHART, IN 46516
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120 W LEXINGTON AVE, ELKHART, IN 46514
View Map
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Financial Information for Heritage Financial Group, Inc.
Form 5500
HERITAGE FINANCIAL GROUP, INC.
120 W. Lexington Avenue, Elkhart, In 46516 (574) 522-8000 EIN:35-1517239 Plan Admin:Robert M Congdon| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY188 / 151 Assets BOY/EOY$18,307,126 / $15,361,771 | 2022 | HERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST - Plan #001 | 188 / 151 | $18,307,126 / $15,361,771 |
| 2021 | Plan NameHERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY224 / 185 Assets BOY/EOY$16,144,490 / $18,307,126 | 2021 | HERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST - Plan #001 | 224 / 185 | $16,144,490 / $18,307,126 |
| 2021 | Plan NameHERITAGE CAFETERIA PLAN Plan #501 Participants BOY/EOY105 / 0 Assets BOY/EOY$0 / $0 | 2021 | HERITAGE CAFETERIA PLAN - Plan #501 | 105 / 0 | $0 / $0 |
| 2020 | Plan NameHERITAGE FINANCIAL GROUP, INC. 401K PLAN AND TRUST Plan #001 Participants BOY/EOY244 / 202 Assets BOY/EOY$13,379,302 / $16,144,490 | 2020 | HERITAGE FINANCIAL GROUP, INC. 401K PLAN AND TRUST - Plan #001 | 244 / 202 | $13,379,302 / $16,144,490 |
| 2020 | Plan NameHERITAGE CAFETERIA PLAN Plan #501 Participants BOY/EOY105 / 105 Assets BOY/EOY$0 / $0 | 2020 | HERITAGE CAFETERIA PLAN - Plan #501 | 105 / 105 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE FINANCIAL GROUP INC
120 West Lexington Avenue, ELKHART, IN 46516-3101 Industry:Other Activities Related to Real Estate| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$407,400 Forgiven$410,173 LenderLake City Bank Jobs29 | 04/05/2020 | $407,400 | $410,173 | Lake City Bank | 29 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
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