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Plan Name | HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HERITAGE FINANCIAL SOLUTIONS, LLC |
Employer identification number (EIN): | 271788240 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | AMBER WALLIS | 2023-07-11 | ||
001 | 2021-01-01 | AMBER WALLIS | 2022-07-11 | ||
001 | 2020-01-01 | AMBER WALLIS | 2021-06-29 | ||
001 | 2019-10-01 | AMBER WALLIS | 2020-06-02 | E. KENT SMOLL | 2020-06-03 |