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HERITAGE INSURANCE AGENCY, INC.

Company Details

Name: HERITAGE INSURANCE AGENCY, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 23 Jun 2017 (8 years ago)
Entity Number: 5159571
ZIP code: 11228
County: Onondaga
Place of Formation: New York
Address: 7014 13TH AVENUE SUITE 202, BROOKLYN, NY, United States, 11228

Shares Details

Shares issued 100000

Share Par Value 0.001

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2023 611850204 2024-07-16 HERITAGE INSURANCE AGENCY INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2024-07-16
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 611850204 2023-07-05 HERITAGE INSURANCE AGENCY INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2023-07-05
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 611850204 2023-07-05 HERITAGE INSURANCE AGENCY INC 8
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2023-07-05
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2021 611850204 2022-07-08 HERITAGE INSURANCE AGENCY INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2022-07-08
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 611850204 2021-05-05 HERITAGE INSURANCE AGENCY INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2021-05-05
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 611850204 2021-05-05 HERITAGE INSURANCE AGENCY INC 8
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2021-05-05
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2019 611850204 2020-06-09 HERITAGE INSURANCE AGENCY INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Signature of

Role Plan administrator
Date 2020-06-09
Name of individual signing EDWARD ROJAS
HERITAGE INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2018 611850204 2019-05-28 HERITAGE INSURANCE AGENCY INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 3152742026
Plan sponsor’s address P.O BOX 1875, CICERO, NY, 13039

Plan administrator’s name and address

Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of

Role Plan administrator
Date 2019-05-28
Name of individual signing EDWARD ROJAS

Agent

Name Role Address
UNITED STATES CORPORATION AGENTS INC Agent 7014 13TH AVENUE SUITE 202, BROOKLYN, NY, 11228

DOS Process Agent

Name Role Address
C/O UNITED STATES CORPORATION AGENTS INC DOS Process Agent 7014 13TH AVENUE SUITE 202, BROOKLYN, NY, United States, 11228

Filings

Filing Number Date Filed Type Effective Date
170623000119 2017-06-23 CERTIFICATE OF INCORPORATION 2017-06-23

Date of last update: 13 Jan 2025

Sources: New York Secretary of State