Heritage Financial Consultants, LLC

Hunt Valley, MD

Massachusetts

Registered In

06/28/2017

Incorp. Date

Foreign

Registration Type

Maryland

Foreign Jurisdiction

Company Summary

Heritage Financial Consultants, LLC at 307 International Cir STE 390, Hunt Valley, Md 21030 lists Brian Horn as the associate.

Registered In: Massachusetts
Incorporation Date: 06/28/2017
Registration Type: Foreign
Foreign Jurisdiction: Maryland
Company Type: Foreign Limited Liability Company (Llc)
Status: Inactive
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Integrated Financial Planners, Inc. Registered Agent	300 FIFTH AVE FL 3RD, WALTHAM, MA 02451
Brian Horn REAL PROPERTY

307 INTERNATIONAL CIR STE 390, HUNT VALLEY, MD 21030 View Map

Financial Information for Heritage Financial Consultants, LLC

Form 5500

HERITAGE FINANCIAL CONSULTANTS, LLC

307 International Circle, Ste. 390, Hunt Valley, Md 21030 (410) 785-0033 EIN:52-2159019 Plan Admin:John Mccarthy III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$286,142 / $309,782	2022	HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$286,142 / $309,782
2021	Plan NameHERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$232,168 / $286,142	2021	HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$232,168 / $286,142
2020	Plan NameHERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$160,262 / $232,168	2020	HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$160,262 / $232,168
2019	Plan NameHERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$118,562 / $160,262	2019	HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$118,562 / $160,262

Benefit & Retirement Plans based on Form 5500.

PPP Loans

HERITAGE FINANCIAL CONSULTANTS LLC

307 INTERNATIONAL CIR Suite 390, COCKEYSVILLE, MD 21030-1327 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$82,700 Forgiven$83,587 LenderThe Harbor Bank of Maryland Jobs11	04/29/2020	$82,700	$83,587	The Harbor Bank of Maryland	11

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Heritage Financial Consultants, LLC Registered in Virginia	Chesapeake, VA Lutherville, MD	View Report
Heritage Financial Consultants, LLC Registered in North Carolina	Clemmons, NC Salem, NC	View Report
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Heritage Financial & Credit Consultants LLC Registered in Rhode Island	Portsmouth, RI	View Report

Address Match:307 International Cir Hunt Valley, MD

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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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