Heritage Financial Partners, Inc.
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.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Irwin F Jackson
President
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20 S BALPH AVE, PITTSBURGH, PA 15202
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|
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Richard R Applegate
Vice President
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20 S BALPH AVE, PITTSBURGH, PA 15202
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Richard R Applegate
Secretary
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20 S BALPH AVE, PITTSBURGH, PA 15202
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Map & Locations
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20 S BALPH AVE, PITTSBURGH, PA 15202
View Map
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Financials
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 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Pennsylvania Department of State • U.S. Department of Labor
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