Search icon

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

DOS Process Agent

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

Form 5500 Series

Employer Identification Number (EIN):
651172766
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
7
Sponsors Telephone Number:

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

Date of last update: 30 Mar 2025

Sources: New York Secretary of State