Heritage Wealth Management, Inc.

Medford, MA

Massachusetts

Registered In

09/08/2011

Incorp. Date

Company Summary

Heritage Wealth Management, Inc. at Zero Governors Avenue Suite 34, Medford, Ma 02155 lists Vincent Serratore as the associate.

Vincent Serratore Registered Agent	ZERO GOVERNORS AVENUE, SUITE 34, MEDFORD, MA 02155
Vincent Serratore President
Vincent Serratore Director
Vincent Serratore Secretary
Vincent Serratore TREASURER

ZERO GOVERNORS AVENUE SUITE 34, MEDFORD, MA 02155 View Map

Form 5500

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.

PPP Loans

0 GOVERNORS AVE Suite 34, MEDFORD, MA 02155-3025

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$31,675 Forgiven$31,897 LenderBrookline Bank Jobs3	04/27/2020	$31,675	$31,897	Brookline Bank	3

PPP Loans based on Paycheck Protection Program.

Address Match:3 4 Medford, MA

Bar Down Enterprises, LTD. Registered in Massachusetts	Medford, MA		View Report

Related Business Names:

Heritage Wealth Management Inc. Registered in Ohio	Cincinnati, OH	View Report
Heritage Wealth Management Inc Registered in Georgia	Atlanta, GA Canton, GA	View Report
Heritage Wealth Management, Inc. Registered in Georgia	Acworth, GA	View Report
Heritage Wealth Management, Inc. Registered in Texas	Houston, TX Sugar Land, TX	View Report
Heritage Wealth Management, Inc. Registered in Minnesota	West Saint Paul, MN	View Report
Heritage Wealth Management, Inc. Registered in Florida	Acworth, GA Destin, FL (1 more)	View Report
Heritage Financial Wealth Management, Inc. Registered in California	Bonita, CA	View Report

Person/City Match:Vincent Serratore - Medford, MA

Heritage Financial Group, Inc. Registered in Massachusetts	Medford, MA		View Report

Street Match:4 Medford, MA

Mosaic Business Strategies, LLC Registered in Massachusetts	Medford, MA		View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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