Heritage Wealth Architects, Inc.
Minnesota
Registered In
10/02/2017
Incorp. Date
Company Summary
Heritage Wealth Architects, Inc. at 55 E 5th ST STE 1020, Saint Paul, Mn 55101 lists James S Knapp of Paul, MN as the associate.
- Registered In
- Minnesota
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Business Corporation (Domestic)
- Status
- Active / in Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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James S Knapp
CEO
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55 E 5TH STREET SUITE 1020 ST, PAUL, MN 55101
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55 E 5TH ST STE 1020, SAINT PAUL, MN 55101
View Map
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Financial Information for Heritage Wealth Architects, Inc.
Form 5500
HERITAGE WEALTH ARCHITECTS, INC.
1270 Northland Drive Suite 120, Mendota Heights, Mn 55120 (651) 289-6444 EIN:82-2978451 Plan Admin:James Knapp| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$1,043,909 / $1,303,292 | 2023 | HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN - Plan #001 | 5 / 7 | $1,043,909 / $1,303,292 |
| 2022 | Plan NameHERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$553,344 / $1,043,909 | 2022 | HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN - Plan #001 | 4 / 5 | $553,344 / $1,043,909 |
| 2021 | Plan NameHERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$488,358 / $553,344 | 2021 | HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN - Plan #001 | 7 / 4 | $488,358 / $553,344 |
| 2020 | Plan NameHERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$308,438 / $488,358 | 2020 | HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN - Plan #001 | 7 / 7 | $308,438 / $488,358 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE WEALTH ARCHITECTS INC
55 E 5th St Ste 1020, SAINT PAUL, MN 55101 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$134,200 Forgiven$135,384 LenderAmerican National Bank Jobs7 | 04/06/2020 | $134,200 | $135,384 | American National Bank | 7 |
PPP Loans based on Paycheck Protection Program.
Address Match:55 E 5th St Ste 1020 Saint Paul, MN
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The following government agencies have contributed data:
Office of the Minnesota Secretary of State U.S. Department of Labor U.S. Small Business Administration
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