Heritage Strategies LLC

New York

Registered In

12/17/2008

Incorp. Date

Company Summary

Heritage Strategies LLC at Nassau County lists Heritage Strategies Llc of Woodbury, NY as the associate.

Registered In: New York
Incorporation Date: 12/17/2008
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Not Available
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Heritage Strategies Llc DOS Process

402 4TH FLOOR STE 402, WOODBURY, NY 11797 (View Past Addresses)

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Financial Information for Heritage Strategies LLC

Form 5500

HERITAGE STRATEGIES LLC

135 Crossways Park Drive Suite 402, Woodbury, Ny 11797 (212) 485-1536 EIN:26-3902173 Plan Admin:Heather Geyer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHERITAGE STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$589,462 / $559,267	2022	HERITAGE STRATEGIES LLC 401(K) PLAN - Plan #001	14 / 18	$589,462 / $559,267
2021	Plan NameHERITAGE STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 14 Assets BOY/EOY$439,625 / $589,462	2021	HERITAGE STRATEGIES LLC 401(K) PLAN - Plan #001	20 / 14	$439,625 / $589,462
2020	Plan NameHERITAGE STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$370,694 / $439,625	2020	HERITAGE STRATEGIES LLC 401(K) PLAN - Plan #001	20 / 19	$370,694 / $439,625
2019	Plan NameHERITAGE STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 19 Assets BOY/EOY$236,242 / $370,694	2019	HERITAGE STRATEGIES LLC 401(K) PLAN - Plan #001	15 / 19	$236,242 / $370,694

Benefit & Retirement Plans based on Form 5500.

PPP Loans

HERITAGE STRATEGIES LLC

135 Crossways Park Dr Ste 402, Woodbury, NY 11797-2005 Industry:Trusts, Estates, and Agency Accounts Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/31/2021	Approved$346,295 Forgiven$348,733 LenderLoan Source Incorporated Jobs20	01/31/2021	$346,295	$348,733	Loan Source Incorporated	20
04/27/2020	Approved$346,295 Forgiven$349,559 LenderLoan Source Incorporated Jobs18	04/27/2020	$346,295	$349,559	Loan Source Incorporated	18

PPP Loans based on Paycheck Protection Program.

Person/Address Match:Heritage Strategies Llc -

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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

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