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Plan Name | HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HERITAGE FINANCIAL SERVICES LLC |
Employer identification number (EIN): | 651172766 |
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 | STEVEN KANE | 2023-05-04 | ||
001 | 2021-01-01 | STEVEN KANE | 2022-03-22 | ||
001 | 2020-01-01 | STEVEN KANE | 2021-08-17 | ||
001 | 2019-01-01 | STEVEN KANE | 2020-03-03 | ||
001 | 2018-01-01 | STEVEN KANE | 2019-03-08 | ||
001 | 2017-01-01 | STEWART MOSCOV | 2018-02-20 | ||
001 | 2017-01-01 | STEWART MOSCOV | 2018-03-13 | ||
001 | 2016-01-01 | STEWART MOSCOV | 2017-01-25 | STEWART MOSCOV | 2017-01-25 |
001 | 2015-01-01 | STEWART MOSCOV | 2016-02-26 | ||
001 | 2014-01-01 | STEWART MOSCOV | 2015-02-19 | ||
001 | 2013-01-01 | STEWART MOSCOV | 2014-05-15 | ||
001 | 2012-01-01 | STEWART MOSCOV | 2013-03-25 | STEWART MOSCOV | 2013-03-25 |
001 | 2011-01-01 | STEWART MOSCOV | 2012-07-12 | ||
001 | 2010-01-01 | STEWART MOSCOV | 2011-07-19 |