Heritage Financial Solutions, LLC
Kansas
Registered In
02/02/2010
Incorp. Date
Company Summary
Heritage Financial Solutions, LLC at 707 3rd Ave STE B, Dodge City, Ks 67801 lists E. Kent Smoll of Dodge City, KS.
Overview
Registered In
Kansas
Incorporation Date
Company Type
Kansas Ltd Liability Company
Status
Active and in Good Standing
Registration Type
Domestic
Search Other Resources
People
|
E. Kent Smoll
Registered Agent
|
2410 CENTRAL, DODGE CITY, KS 67801
|
Map & Locations
|
707 3RD AVE STE B, DODGE CITY, KS 67801
(Mailing)
View Map
|
Financials
Financial Information for Heritage Financial Solutions, LLC
Form 5500
HERITAGE FINANCIAL SOLUTIONS, LLC
707 3rd Avenue, Suite B, Dodge City, Ks 67801 (620) 471-2020 EIN:27-1788240 Plan Admin:Amber Wallis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$134,619 / $197,280 | 2023 | HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN - Plan #001 | 4 / 4 | $134,619 / $197,280 |
| 2022 | Plan NameHERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$136,337 / $134,619 | 2022 | HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN - Plan #001 | 4 / 4 | $136,337 / $134,619 |
| 2021 | Plan NameHERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$85,857 / $136,337 | 2021 | HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN - Plan #001 | 4 / 4 | $85,857 / $136,337 |
| 2020 | Plan NameHERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$59,104 / $85,857 | 2020 | HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN - Plan #001 | 5 / 4 | $59,104 / $85,857 |
| 2019 | Plan NameHERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $59,104 | 2019 | HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN - Plan #001 | 5 / 5 | $0 / $59,104 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE FINANCIAL SOLUTIONS, LLC
707 3rd Ave, STE B, Dodge City, Ks 67801-4336 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/04/2020 | Approved$16,500 Forgiven$16,608 LenderDream First Bank National Association Jobs2 | 04/04/2020 | $16,500 | $16,608 | Dream First Bank National Association | 2 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:707 3rd Ave Ste B Dodge City, KS
|
Diversified Portfolio Management, LLC
Registered in Kansas
|
Dodge City, KS | View Report | |
|
William Hayden Wealth Management, LLC
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Professional Wealth Advisors, LLC
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Plains Dedicated LLC
Registered in Washington
|
Dodge City, KS | View Report |
Address Match:707 3rd Ave Dodge City, KS
|
Villa Realty, LLC
Registered in Kansas
|
Dodge City, KS | View Report |
Related Business Names:
|
Heritage Financial Solutions, LLC
Registered in Michigan
|
Lansing, MI | View Report | |
|
Heritage Financial Solutions, LLC
Registered in Ohio
|
Cincinnati, OH | View Report | |
|
Heritage Financial Wealth Solutions LLC
Registered in Wyoming
|
Sheridan, WY | View Report | |
|
Heritage Financial Solutions, LLC
Registered in Georgia
|
Acworth, GA | View Report | |
|
Heritage Financial Solutions, LLC
Registered in Colorado
|
Aurora, CO Denver, CO | View Report | |
|
Heritage Financial Solutions LLC
Registered in Virginia
|
Reston, VA | View Report | |
|
Heritage Financial Solutions, LLC
Registered in Florida
|
Maineville, OH Tallahassee, FL | View Report |
Person/City Match:E Kent Smoll - Dodge City, KS
|
Smoll & Banning, Cpa's, LLC
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Sturgeon Hughes, LLC
Registered in Kansas
|
Dodge City, KS Plano, TX | View Report | |
|
Dodge City Basketball, Inc.
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Garden City Leasing Company LLC
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Specialty Plan Administration, Inc.
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Step 3 LLC
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Welfare Benefits, Inc.
Registered in Kansas
|
Dodge City, KS | View Report | |
|
Smoll & Banning, Inc.
Registered in Kansas
|
Dodge City, KS | View Report |
Sources
The following government agencies have contributed data:
• State of Kansas Office of the Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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