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  5. HERITAGE PENSION ADVISORS INC

HERITAGE PENSION ADVISORS INC

Company Details

Name: HERITAGE PENSION ADVISORS INC
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 03 Jan 2017 (8 years ago)
Entity Number: 5061180
ZIP code: 11725
County: Suffolk
Place of Formation: New York
Address: 66 COMMACK ROAD, STE 308, COMMACK, NY, United States, 11725

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2023 814903086 2024-02-01 HERITAGE PENSION ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2024-02-01
Name of individual signing MARY J WASIELEWSKI
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 814903086 2023-03-07 HERITAGE PENSION ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2023-03-07
Name of individual signing MARY J WASIELEWSKI
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 814903086 2022-07-18 HERITAGE PENSION ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing MARY J WASIELEWSKI
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 814903986 2021-06-09 HERITAGE PENSION ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2021-06-09
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 814903986 2020-04-08 HERITAGE PENSION ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2020-04-08
Name of individual signing JONATHAN SUMERA
HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 814903986 2019-07-24 HERITAGE PENSION ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524290
Sponsor’s telephone number 6317599997
Plan sponsor’s address 66 COMMACK ROAD SUITE 308, COMMACK, NY, 11725

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing JONATHAN SUMERA

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 66 COMMACK ROAD, STE 308, COMMACK, NY, United States, 11725

Filings

Filing Number Date Filed Type Effective Date
170103001051 2017-01-03 CERTIFICATE OF INCORPORATION 2017-01-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9059008508 2021-03-12 0235 PPS 66 Commack Rd Ste 308, Commack, NY, 11725-3405
Loan Status Date 2022-04-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 113915
Loan Approval Amount (current) 113915
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Commack, SUFFOLK, NY, 11725-3405
Project Congressional District NY-01
Number of Employees 8
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 29599
Originating Lender Name Northeast Bank
Originating Lender Address LEWISTON, ME
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 114982.37
Forgiveness Paid Date 2022-03-02
7198357208 2020-04-28 0235 PPP 66 Commack Rd, Suite 308, Commack, NY, 11725
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 131420
Loan Approval Amount (current) 131420
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Commack, SUFFOLK, NY, 11725-0001
Project Congressional District NY-01
Number of Employees 11
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 80354
Originating Lender Name Investors Bank, A Division of Citizens Bank National Association
Originating Lender Address Short Hills, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 132561.37
Forgiveness Paid Date 2021-03-18

Related by officers

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Related by address

No related companies by address

Date of last update: 24 Mar 2025

Sources: New York Secretary of State

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