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  5. HERON FINANCIAL GROUP, LLC

HERON FINANCIAL GROUP, LLC

Company Details

Name: HERON FINANCIAL GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Inactive
Date of registration: 05 Jun 2007 (18 years ago)
Date of dissolution: 02 Nov 2023
Entity Number: 3526826
ZIP code: 10005
County: New York
Place of Formation: New York
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Central Index Key

CIK number Mailing Address Business Address Phone
1803648 205 EAST 42ND STREET, 20TH FLOOR, NEW YORK, NY, 10017 205 EAST 42ND STREET, 20TH FLOOR, NEW YORK, NY, 10017 800-994-3766

Filings since 2023-08-10
Form type 13F-HR
File number 028-20134
Filing date 2023-08-10
Reporting date 2023-06-30
File View File

Filings since 2023-04-19
Form type 13F-HR
File number 028-20134
Filing date 2023-04-19
Reporting date 2023-03-31
File View File

Filings since 2023-02-14
Form type 13F-HR
File number 028-20134
Filing date 2023-02-14
Reporting date 2022-12-31
File View File

Filings since 2022-10-27
Form type 13F-HR
File number 028-20134
Filing date 2022-10-27
Reporting date 2022-09-30
File View File

Filings since 2022-07-29
Form type 13F-HR
File number 028-20134
Filing date 2022-07-29
Reporting date 2022-06-30
File View File

Filings since 2022-05-12
Form type 13F-HR
File number 028-20134
Filing date 2022-05-12
Reporting date 2022-03-31
File View File

Filings since 2022-02-04
Form type 13F-HR
File number 028-20134
Filing date 2022-02-04
Reporting date 2021-12-31
File View File

Filings since 2021-11-04
Form type 13F-HR
File number 028-20134
Filing date 2021-11-04
Reporting date 2021-09-30
File View File

Filings since 2021-08-16
Form type 13F-HR
File number 028-20134
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-04-14
Form type 13F-HR
File number 028-20134
Filing date 2021-04-14
Reporting date 2021-03-31
File View File

Filings since 2021-02-16
Form type 13F-HR
File number 028-20134
Filing date 2021-02-16
Reporting date 2020-12-31
File View File

Filings since 2020-10-15
Form type 13F-HR
File number 028-20134
Filing date 2020-10-15
Reporting date 2020-09-30
File View File

Filings since 2020-07-20
Form type 13F-HR
File number 028-20134
Filing date 2020-07-20
Reporting date 2020-06-30
File View File

Filings since 2020-04-23
Form type 13F-HR
File number 028-20134
Filing date 2020-04-23
Reporting date 2020-03-31
File View File

Filings since 2020-02-14
Form type 13F-HR
File number 028-20134
Filing date 2020-02-14
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 640963720 2023-04-26 HERON FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 3475805288
Plan sponsor’s address 12 E 49TH, FL 11, NEW YORK, NY, 100171012

Signature of
Role Plan administrator
Date 2023-04-26
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 640963720 2021-06-08 HERON FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 2125959482
Plan sponsor’s address 12 E 49TH STREET 18TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2021-06-08
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 640963720 2020-06-10 HERON FINANCIAL GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 3475805288
Plan sponsor’s address 205 EAST 42ND STREET 20TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2020-06-10
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 640963720 2019-06-18 HERON FINANCIAL GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 2125959482
Plan sponsor’s address 205 EAST 42ND STREET 20TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2019-06-18
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2017 640963720 2018-06-18 HERON FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 3475805280
Plan sponsor’s address 205 E. 42ND STREET 20TH FL, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2018-06-18
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2016 640963720 2017-09-29 HERON FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 2125959482
Plan sponsor’s address 670 WEST END AVE, NEW YORK, NY, 10025

Signature of
Role Plan administrator
Date 2017-09-29
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2015 640963720 2016-07-07 HERON FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 3475805281
Plan sponsor’s address 670 WEST END AVE, NEW YORK, NY, 10025

Signature of
Role Plan administrator
Date 2016-07-07
Name of individual signing DAVID EDWARDS
HERON FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2014 640963720 2015-07-28 HERON FINANCIAL GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 3475805281
Plan sponsor’s address 670 WEST END AVE, NEW YORK, NY, 10025

Signature of
Role Plan administrator
Date 2015-07-28
Name of individual signing DAVID EDWARDS

DOS Process Agent

Name Role Address
C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

History

Start date End date Type Value
2007-06-05 2023-04-19 Address WOLF,BLOCK,SCHORR & SOLIS ETAL, 250 PARK AVENUE 10TH FLOOR, NEW YORK, NY, 10177, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231102002623 2023-11-01 CERTIFICATE OF MERGER 2023-11-01
230419001294 2023-04-18 CERTIFICATE OF CHANGE BY ENTITY 2023-04-18
221205001688 2022-12-05 BIENNIAL STATEMENT 2021-06-01
070912000256 2007-09-12 CERTIFICATE OF PUBLICATION 2007-09-12
070605000937 2007-06-05 ARTICLES OF ORGANIZATION 2007-06-05

Related by officers

C T CORPORATION SYSTEM

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "ADP TOTALSOURCE SERVICES, INC." ARLON GROUP LLC "LA COMUNIDAD" CORPORATION "TREND LABORATORIES, INC." PRET 485 LEXINGTON, INC. (800) 777-CLUB. ++INTEGRATED TACTICS, LLC

Related by address

28 LIBERTY STREET, NEW YORK, NY, United States, 10005

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Date of last update: 04 Feb 2025

Sources: New York Secretary of State

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