Heritage Professional Associates LTD.

Wisconsin
Registered In
11/28/2007
Incorp. Date
Foreign
Registration Type
Illinois
Foreign Jurisdiction

Company Summary

Heritage Professional Associates LTD. in Wisconsin lists Jacqueline Lesaily of New Berlin, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Foreign Corporation
Status
Certificate of Authority Revoked
Registration Type
Foreign
Foreign Jurisdiction
Illinois
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People

Jacqueline Lesaily Registered Agent
15525 W NATIONAL AVE STE 202A, NEW BERLIN, WI 53151

Financials

Financial Information for Heritage Professional Associates LTD.

Form 5500

HERITAGE PROFESSIONAL ASSOCIATES, LTD.

120 East Ogden Avenue, Hinsdale, Il 60521 (630) 325-5300 EIN:36-3804243 Plan Admin:Kimberly S Lodewyk
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HERITAGE PROFESSIONAL ASSOCIATES LTD

120 E Ogden Ave Suite 220, HINSDALE, IL 60521-3546 Industry:Offices of Mental Health Practitioners (except Physicians)
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
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor • U.S. Small Business Administration
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