Heritage Capital Strategies, Inc.
North Carolina
Registered In
03/28/2024
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Heritage Capital Strategies, Inc. at 2555 Townsgate Rd STE 105, Westlake Village, Ca 91361 lists Robert C. Kulle , Jr. of Westlake Village, CA as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Business Corporation
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Arcuria, Lisa
Registered Agent
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1029 BURTON POINT CT, WAXHAW, NC 28173
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Robert C. Kulle , Jr.
CEO
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2555 TOWNSGATE RD STE 105, WESTLAKE VILLAGE, CA 91361-2614
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2555 TOWNSGATE RD STE 105, WESTLAKE VILLAGE, CA 91361
View Map
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1029 BURTON POINT CT, WAXHAW, NC 28173
(Mailing)
View Map
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Financial Information for Heritage Capital Strategies, Inc.
Form 5500
HERITAGE CAPITAL STRATEGIES, INC.
2555 Townsgate Road, Suite 105, Westlake Village, Ca 91361 (805) 604-2728 EIN:87-0737289 Plan Admin:Robert Kulle| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,421,425 / $1,301,862 | 2022 | HERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $1,421,425 / $1,301,862 |
| 2022 | Plan NameHERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$977,138 / $914,475 | 2022 | HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN - Plan #001 | 5 / 4 | $977,138 / $914,475 |
| 2021 | Plan NameHERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,391,542 / $1,421,425 | 2021 | HERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $1,391,542 / $1,421,425 |
| 2021 | Plan NameHERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$801,000 / $977,138 | 2021 | HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN - Plan #001 | 4 / 5 | $801,000 / $977,138 |
| 2020 | Plan NameHERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,175,171 / $1,391,542 | 2020 | HERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $1,175,171 / $1,391,542 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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