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HERITAGE PENSION ADVISORS INC

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Company Details

Name: HERITAGE PENSION ADVISORS INC
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 03 Jan 2017 (9 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

DOS Process Agent

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

Form 5500 Series

Employer Identification Number (EIN):
814903086
Plan Year:
2024
Number Of Participants:
9
Sponsors Telephone Number:
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:
8
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:

Filings

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

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$113,915
Date Approved:
2021-03-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$113,915
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$114,982.37
Servicing Lender:
Loan Source Incorporated
Use of Proceeds:
Payroll: $113,912
Utilities: $1
Jobs Reported:
11
Initial Approval Amount:
$131,420
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$131,420
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$132,561.37
Servicing Lender:
Loan Source Incorporated
Use of Proceeds:
Payroll: $131,418
Utilities: $1
Mortgage Interest: $1

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State