Heritage Wealth Management Inc.

Ohio

Registered In

08/21/2020

Incorp. Date

Company Summary

Heritage Wealth Management Inc. in Ohio lists David Holwadel as the associate.

Registered In

Ohio

Incorporation Date

08/21/2020

Company Type

Corporation for Profit

Status

A

Registration Type

Domestic

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David S Blessing Registered Agent	119 E COURT ST STE 500, CINCINNATI, OH 45202
David Holwadel

Form 5500

9110 Montgomery Rd., Cincinnati, Oh 45242 (513) 493-0534 EIN:85-2686114 Plan Admin:Lindsey Meredith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$132,560 / $296,271	2023	HERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN - Plan #001	5 / 6	$132,560 / $296,271
2022	Plan NameHERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$21,259 / $132,560	2022	HERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN - Plan #001	5 / 5	$21,259 / $132,560
2021	Plan NameHERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $21,259	2021	HERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN - Plan #001	0 / 5	$0 / $21,259

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Heritage Wealth Management, Inc. Registered in Massachusetts	Medford, MA	View Report
Heritage Wealth Management Inc Registered in Georgia	Atlanta, GA Canton, GA	View Report
Heritage Wealth Management, Inc. Registered in Georgia	Acworth, GA	View Report
Heritage Wealth Management, Inc. Registered in Texas	Houston, TX Sugar Land, TX	View Report
Heritage Wealth Management, Inc. Registered in Minnesota	West Saint Paul, MN	View Report
Heritage Wealth Management, Inc. Registered in Florida	Acworth, GA Destin, FL (1 more)	View Report
Heritage Financial Wealth Management, Inc. Registered in California	Bonita, CA	View Report

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• Ohio Secretary of State • U.S. Department of Labor