Heritage Financial & Investment Services LLC
Woodsfield, OH, 43793
- Plans
- 3
- Total participants
- 24
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 524210
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Heritage Financial & Investment Services, LLC 401(K) Plan | 4 |
| 2024 | Form 5500-SF | 502 | Heritage Financial & Investment Services LLC Ofb Benefit Plan | 4 |
| 2023 | Form 5500-SF | 001 | Heritage Financial & Investment Services, LLC 401(K) Plan | 4 |
| 2023 | Form 5500-SF | 502 | Heritage Financial & Investment Services LLC Ofb Benefit Plan | 4 |
| 2022 | Form 5500-SF | 001 | Heritage Financial & Investment Services, LLC 401(K) Plan | 0 |
| 2022 | Form 5500-SF | 501 | Heritage Financial And Investment Services, LLC Soca Benefit Plan | 0 |
| 2021 | Form 5500-SF | 001 | Heritage Financial & Investment Services, LLC 401(K) Plan | 2 |
| 2021 | Form 5500-SF | 501 | Heritage Financial And Investment Services, LLC Soca Benefit Plan | 2 |
| 2020 | Form 5500-SF | 001 | Heritage Financial & Investment Services, LLC 401(K) Plan | 2 |
| 2020 | Form 5500-SF | 501 | Heritage Financial And Investment Services, LLC Soca Benefit Plan | 2 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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