Heritage Professional Associates LTD. in Wisconsin lists Jacqueline Lesaily of New Berlin, WI.
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Jacqueline Lesaily
Registered Agent
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15525 W NATIONAL AVE STE 202A, NEW BERLIN, WI 53151
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 47 Assets BOY/EOY$3,098,808 / $3,831,924 | 2023 | HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN - Plan #001 | 46 / 47 | $3,098,808 / $3,831,924 |
| 2022 | Plan NameHERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY53 / 43 Assets BOY/EOY$6,773,386 / $3,098,808 | 2022 | HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN - Plan #001 | 53 / 43 | $6,773,386 / $3,098,808 |
| 2021 | Plan NameHERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY53 / 48 Assets BOY/EOY$7,599,662 / $6,773,386 | 2021 | HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN - Plan #001 | 53 / 48 | $7,599,662 / $6,773,386 |
| 2020 | Plan NameHERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY50 / 49 Assets BOY/EOY$6,754,776 / $7,599,662 | 2020 | HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN - Plan #001 | 50 / 49 | $6,754,776 / $7,599,662 |
| 2019 | Plan NameHERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 48 Assets BOY/EOY$6,136,605 / $6,754,776 | 2019 | HERITAGE PROFESSIONAL ASSOCIATES, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN - Plan #001 | 46 / 48 | $6,136,605 / $6,754,776 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$675,200 Forgiven$681,821 LenderFifth Third Bank Jobs75 | 04/28/2020 | $675,200 | $681,821 | Fifth Third Bank | 75 |
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