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  5. HERITAGE FINANCIAL SERVICES, LLC

HERITAGE FINANCIAL SERVICES, LLC

Company Details

Name: HERITAGE FINANCIAL SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Feb 2003 (22 years ago)
Entity Number: 2869505
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 179 SULLY'S TRAIL, STE 304, PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2023 651172766 2024-07-22 HERITAGE FINANCIAL SERVICES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2024-07-22
Name of individual signing STEVEN KANE
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 651172766 2023-05-08 HERITAGE FINANCIAL SERVICES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2023-05-04
Name of individual signing STEVEN KANE
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 651172766 2022-03-23 HERITAGE FINANCIAL SERVICES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2022-03-22
Name of individual signing STEVEN KANE
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 651172766 2021-08-17 HERITAGE FINANCIAL SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2021-08-17
Name of individual signing STEVEN KANE
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 651172766 2020-03-03 HERITAGE FINANCIAL SERVICES LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2020-03-03
Name of individual signing STEVEN KANE
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 651172766 2019-03-10 HERITAGE FINANCIAL SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2019-03-08
Name of individual signing STEVEN KANE
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 651172766 2018-02-20 HERITAGE FINANCIAL SERVICES LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2018-02-20
Name of individual signing STEWART MOSCOV
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 651172766 2018-03-13 HERITAGE FINANCIAL SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2018-03-13
Name of individual signing STEWART MOSCOV
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 651172766 2017-01-26 HERITAGE FINANCIAL SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2017-01-25
Name of individual signing STEWART MOSCOV
Role Employer/plan sponsor
Date 2017-01-25
Name of individual signing STEWART MOSCOV
HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 651172766 2016-02-26 HERITAGE FINANCIAL SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5854198399
Plan sponsor’s address 179 SULLYS TRAIL, SUITE 304, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2016-02-26
Name of individual signing STEWART MOSCOV

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 179 SULLY'S TRAIL, STE 304, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2005-02-08 2009-01-28 Address 179 SULLYS TRAIL, STE 210, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2003-02-12 2005-02-08 Address 3 LE PERE DRIVE, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210203060042 2021-02-03 BIENNIAL STATEMENT 2021-02-01
200205060214 2020-02-05 BIENNIAL STATEMENT 2019-02-01
110225002662 2011-02-25 BIENNIAL STATEMENT 2011-02-01
090128002033 2009-01-28 BIENNIAL STATEMENT 2009-02-01
070313002124 2007-03-13 BIENNIAL STATEMENT 2007-02-01
050208002241 2005-02-08 BIENNIAL STATEMENT 2005-02-01
030709000275 2003-07-09 AFFIDAVIT OF PUBLICATION 2003-07-09
030709000271 2003-07-09 AFFIDAVIT OF PUBLICATION 2003-07-09
030212000565 2003-02-12 ARTICLES OF ORGANIZATION 2003-02-12

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Related by address

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Date of last update: 01 Jan 2025

Sources: New York Secretary of State

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