New Heritage Capital LLC

Boston, MA

Massachusetts

Registered In

04/11/2007

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

New Heritage Capital LLC at 800 Boylston ST STE 1535, Boston, Ma 02199 lists Mark J. Jrolf of Boston, MA as the associate.

Registered In: Massachusetts
Incorporation Date: 04/11/2007
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Foreign Limited Liability Company (Llc)
Status: Active
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Stephen M.L. Cohen, P.C. Registered Agent	2 INTERNATIONAL PL, BOSTON, MA 02110
Mark J. Jrolf Manager	800 BOYLSTON ST STE 1535, BOSTON, MA 02199
Mark J. Jrolf REAL PROPERTY	800 BOYLSTON ST STE 1535, BOSTON, MA 02199

800 BOYLSTON ST STE 1535, BOSTON, MA 02199 View Map

Financial Information for New Heritage Capital LLC

Form 5500

NEW HERITAGE CAPITAL LLC

800 Boylston Street Suite 2200, Boston, Ma 02199 (617) 439-0688 EIN:20-8046976 Plan Admin:Tristan Velez

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,373,641 / $2,110,176	2023	NEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$1,373,641 / $2,110,176
2022	Plan NameNEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$1,515,588 / $1,373,641	2022	NEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN - Plan #001	13 / 15	$1,515,588 / $1,373,641
2021	Plan NameNEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$1,079,623 / $1,515,588	2021	NEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN - Plan #001	14 / 13	$1,079,623 / $1,515,588
2020	Plan NameNEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$745,331 / $1,079,623	2020	NEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN - Plan #001	13 / 13	$745,331 / $1,079,623
2019	Plan NameNEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$422,531 / $745,331	2019	NEW HERITAGE CAPITAL LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$422,531 / $745,331

Benefit & Retirement Plans based on Form 5500.

Address Match:800 Boylston St Boston, MA

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