Heritage Financial Partners, Inc.

Pittsburgh, PA

Pennsylvania

Registered In

04/29/1980

Incorp. Date

Company Summary

Heritage Financial Partners, Inc. at 20 S Balph Ave, Pittsburgh, Pa 15202 lists Irwin F Jackson and Richard R Applegate of Pittsburgh, PA as the associates.

Registered In: Pennsylvania
Incorporation Date: 04/29/1980
Registration Type: Domestic
Company Type: Domestic Business Corporation
Status: Active
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Irwin F Jackson President	20 S BALPH AVE, PITTSBURGH, PA 15202
Richard R Applegate Vice President	20 S BALPH AVE, PITTSBURGH, PA 15202
Richard R Applegate Secretary	20 S BALPH AVE, PITTSBURGH, PA 15202

20 S BALPH AVE, PITTSBURGH, PA 15202 View Map

Financial Information for Heritage Financial Partners, Inc.

Form 5500

HERITAGE FINANCIAL PARTNERS, INC.

1501 Reedsdale Street Suite 4005, Pittsburgh, Pa 15233 (412) 766-5555 EIN:25-1379620 Plan Admin:Irwin Jackson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,468,458 / $2,495,011	2022	HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP - Plan #001	3 / 3	$2,468,458 / $2,495,011
2022	Plan NameHERITAGE FINANCIAL PARTNERS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$695,694 / $614,642	2022	HERITAGE FINANCIAL PARTNERS CASH BALANCE PLAN - Plan #002	3 / 3	$695,694 / $614,642
2021	Plan NameHERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$2,124,562 / $2,468,458	2021	HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP - Plan #001	3 / 4	$2,124,562 / $2,468,458
2021	Plan NameHERITAGE FINANCIAL PARTNERS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$614,630 / $695,694	2021	HERITAGE FINANCIAL PARTNERS CASH BALANCE PLAN - Plan #002	3 / 3	$614,630 / $695,694
2020	Plan NameHERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,776,660 / $2,124,562	2020	HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP - Plan #001	3 / 3	$1,776,660 / $2,124,562
2020	Plan NameHERITAGE FINANCIAL PARTNERS, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$529,981 / $614,630	2020	HERITAGE FINANCIAL PARTNERS, INC. CASH BALANCE PENSION PLAN - Plan #002	3 / 3	$529,981 / $614,630
2019	Plan NameHERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,430,179 / $1,776,660	2019	HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP - Plan #001	3 / 3	$1,430,179 / $1,776,660
2019	Plan NameHERITAGE FINANCIAL PARTNERS, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$398,940 / $529,981	2019	HERITAGE FINANCIAL PARTNERS, INC. CASH BALANCE PENSION PLAN - Plan #002	3 / 3	$398,940 / $529,981

Benefit & Retirement Plans based on Form 5500.

Address Match:20 S Balph Ave Pittsburgh, PA

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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor

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