Heron Financial Group, LLC

C T Corporation System Registered Agent	28 LIBERTY ST, NEW YORK, NY 10005
C T Corporation System DOS Process	28 LIBERTY ST, NEW YORK, NY 10005

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Form 5500

12 E 49th FL 11, New York, Ny 10017 (347) 580-5288 EIN:64-0963720 Plan Admin:David Edwards

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$281,265 / $246,290	2022	HERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$281,265 / $246,290
2020	Plan NameHERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$103,771 / $165,395	2020	HERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$103,771 / $165,395
2019	Plan NameHERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$75,838 / $103,771	2019	HERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 6	$75,838 / $103,771

Benefit & Retirement Plans based on Form 5500.

PPP Loans

205 East 42nd Street 20th Floor, New York, NY 10017

Loan Date	Approved	Forgiven	Lender	Jobs
05/19/2020	Approved$103,115 Forgiven$105,889 LenderFed – Kabbage Jobs4	05/19/2020	$103,115	$105,889	Fed – Kabbage	4

PPP Loans based on Paycheck Protection Program.

Person City Match:New York, NY

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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor U.S. Small Business Administration

Company Summary