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HERITAGE ADMINISTRATIVE SERVICES LLC

Company Details

Name: HERITAGE ADMINISTRATIVE SERVICES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 26 Sep 2007 (18 years ago)
Entity Number: 3572753
ZIP code: 11797
County: Suffolk
Place of Formation: New York
Address: 100 CROSSWAYS PARK WEST, SUITE 413, WOODBURY, NY, United States, 11797

DOS Process Agent

Name Role Address
HERITAGE ADMINISTRATIVE SERVICES LLC DOS Process Agent 100 CROSSWAYS PARK WEST, SUITE 413, WOODBURY, NY, United States, 11797

Form 5500 Series

Employer Identification Number (EIN):
261662097
Plan Year:
2023
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
17
Sponsors Telephone Number:

History

Start date End date Type Value
2007-09-26 2023-09-02 Address 5 OLD ORCHARD COURT, ROCKY POINT, NY, 11778, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230902000120 2023-09-02 BIENNIAL STATEMENT 2023-09-01
220316002853 2022-03-16 BIENNIAL STATEMENT 2021-09-01
071214000271 2007-12-14 CERTIFICATE OF PUBLICATION 2007-12-14
070926000254 2007-09-26 ARTICLES OF ORGANIZATION 2007-09-26

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
346470.00
Total Face Value Of Loan:
346470.00

Trademarks Section

Serial Number:
99092378
Mark:
TACTICAL ESTATE PLAN
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-19
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TACTICAL ESTATE PLAN

Goods And Services

For:
Estate planning; Estate trust planning
First Use:
2018-06-01
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
346470
Current Approval Amount:
346470
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
349820.79

Date of last update: 28 Mar 2025

Sources: New York Secretary of State