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  5. HERITAGE STRATEGIES LLC

HERITAGE STRATEGIES LLC

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Company Details

Name: HERITAGE STRATEGIES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Dec 2008 (16 years ago)
Entity Number: 3754152
ZIP code: 11797
County: Nassau
Place of Formation: New York
Address: SUITE 402, 4TH FLOOR, Suite 402, WOODBURY, NY, United States, 11797

DOS Process Agent

Name Role Address
HERITAGE STRATEGIES LLC DOS Process Agent SUITE 402, 4TH FLOOR, Suite 402, WOODBURY, NY, United States, 11797

Form 5500 Series

Employer Identification Number (EIN):
263902173
Plan Year:
2023
Number Of Participants:
19
Sponsors Telephone Number:
2124851536
Plan Year:
2023
Number Of Participants:
19
Sponsors Telephone Number:
2124851536
File:
View File
Plan Year:
2022
Number Of Participants:
14
Sponsors Telephone Number:
2124851536
File:
View File
Plan Year:
2021
Number Of Participants:
20
Sponsors Telephone Number:
2124851536
File:
View File
Plan Year:
2020
Number Of Participants:
20
Sponsors Telephone Number:
2124851536
File:
View File

History

Start date End date Type Value
2008-12-17 2025-01-07 Address SUITE 402, 4TH FLOOR, 135 CROSSWAYS PARK DRIVE, WOODBURY, NY, 11797, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250107002109 2025-01-07 BIENNIAL STATEMENT 2025-01-07
221204000090 2022-12-04 BIENNIAL STATEMENT 2022-12-01
201222060482 2020-12-22 BIENNIAL STATEMENT 2020-12-01
181211006294 2018-12-11 BIENNIAL STATEMENT 2018-12-01
161213006042 2016-12-13 BIENNIAL STATEMENT 2016-12-01

USAspending Awards / Financial Assistance

Date:
2021-02-01
Link:
View on USAspending
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:
346295.00
Total Face Value Of Loan:
346295.00
Date:
2020-04-28
Link:
View on USAspending
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:
346295.00
Total Face Value Of Loan:
346295.00

Trademarks Section

Serial Number:
86614595
Mark:
HS HERITAGE STRATEGIES LLC
Status:
SECTION 8-ACCEPTED
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2015-04-29
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
HS HERITAGE STRATEGIES LLC
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-ter...
International Classes:
016 - Primary Class
Class Status:
Active
For:
Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance advising and consult...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2021-01-31
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
346295
Current Approval Amount:
346295
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
348733.3
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
346295
Current Approval Amount:
346295
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
349558.71

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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