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Heritage Financial Services, LLC

Westwood, MA
Massachusetts
Registered In
01/01/2014
Incorp. Date

Company Summary

Heritage Financial Services, LLC at 100 Lowder Brook Dr STE 1000, Westwood, Ma 02090 lists Charles S. Bean III and Charles S Bean III of Westwood, MA.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Charles S. Bean, III Registered Agent
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
Charles S. Bean III Manager
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
Charles S. Bean III REAL PROPERTY
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
Charles S Bean III SOC SIGNATORY
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090 View Map

Financial Information for Heritage Financial Services, LLC

Form 5500

HERITAGE FINANCIAL SERVICES, LLC

100 Lowder Brook Drive Suite 1000, Westwood, Ma 02090 (781) 255-0214 EIN:46-4420482 Plan Admin:Jennifer Watson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY50 / 49 Assets BOY/EOY$12,334,296 / $14,995,985 2023 HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 50 / 49 $12,334,296 / $14,995,985
2022 Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY42 / 50 Assets BOY/EOY$12,755,381 / $12,334,296 2022 HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 42 / 50 $12,755,381 / $12,334,296
2021 Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY39 / 42 Assets BOY/EOY$9,230,031 / $12,755,381 2021 HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 39 / 42 $9,230,031 / $12,755,381
2020 Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 39 Assets BOY/EOY$7,684,640 / $9,230,031 2020 HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 36 / 39 $7,684,640 / $9,230,031
2019 Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY37 / 36 Assets BOY/EOY$6,349,108 / $7,684,640 2019 HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 37 / 36 $6,349,108 / $7,684,640
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HERITAGE FINANCIAL SERVICES, LLC

100 Lowder Brook Dr, Westwood, Ma 02090-1124 Industry:Trust, Fiduciary, and Custody Activities Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$765,200 Forgiven$769,871 LenderNeedham Bank Jobs34 04/09/2020 $765,200 $769,871 Needham Bank 34
PPP Loans based on Paycheck Protection Program.
Address Match:100 Lowder Brook Dr Ste 1000 Westwood, MA
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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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