Heritage Private Wealth Management, LLC

Colwich, KS

Kansas

Registered In

08/22/2012

Incorp. Date

Company Summary

Heritage Private Wealth Management, LLC at 2420 N 191st ST W Cir, Colwich, Ks 67030 lists Albert A Jansen of Colwich, KS.

Albert A Jansen Registered Agent

2420 N 191ST ST W CIR, COLWICH, KS 67030

2420 N 191ST ST W CIR, COLWICH, KS 67030 (Mailing) View Map

Form 5500

10011 West 21st St, STE 109, Wichita, Ks 67205 (316) 440-3062 EIN:46-0860219 Plan Admin:Al Jansen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHPWM 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$238,225 / $342,286	2023	HPWM 401(K) PLAN - Plan #001	4 / 4	$238,225 / $342,286
2022	Plan NameHPWM 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$252,736 / $238,225	2022	HPWM 401(K) PLAN - Plan #001	3 / 3	$252,736 / $238,225
2021	Plan NameHPWM 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$180,058 / $252,736	2021	HPWM 401(K) PLAN - Plan #001	3 / 3	$180,058 / $252,736
2020	Plan NameHPWM 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$119,945 / $180,058	2020	HPWM 401(K) PLAN - Plan #001	3 / 3	$119,945 / $180,058
2019	Plan NameHPWM 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$67,941 / $119,945	2019	HPWM 401(K) PLAN - Plan #001	3 / 3	$67,941 / $119,945

Benefit & Retirement Plans based on Form 5500.

PPP Loans

10011 W 21st, Suite 109, WICHITA, KS 67205-1899

Loan Date	Approved	Forgiven	Lender	Jobs
06/10/2020	Approved$37,010 Forgiven$37,437 LenderLegacy Bank Jobs3	06/10/2020	$37,010	$37,437	Legacy Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

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Person/City Match:Albert A Jansen - Colwich, KS

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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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