Heritage Private Wealth Management, LLC
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.
- Registered In
- Kansas
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Kansas Ltd Liability Company
- Status
- Active and in Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Albert A Jansen
Registered Agent
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2420 N 191ST ST W CIR, COLWICH, KS 67030
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2420 N 191ST ST W CIR, COLWICH, KS 67030
(Mailing)
View Map
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Financial Information for Heritage Private Wealth Management, LLC
Form 5500
HERITAGE PRIVATE WEALTH MANAGEMENT, LLC
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
HERITAGE PRIVATE WEALTH MANAGEMENT, LLC
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.
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|
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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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