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Heritage Financial Planners, INC.

Orange Village, OH, 44122

EIN 87-3553495
Plans
3
Total participants
55
Filing years
2024, 2023, 2022
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Heritage Financial Planners, INC. 401(K) Profit Sharing Plan7
2024Form 5500-SF002Heritage Financial Planners, INC. Cash Balance Plan6
2024Form 5500-SF501Heritage Financial Planner Soca Benefit Plan5
2023Form 5500-SF001Heritage Financial Planners, INC. 401(K) Profit Sharing Plan8
2023Form 5500-SF002Heritage Financial Planners, INC. Cash Balance Plan6
2023Form 5500-SF501Heritage Financial Planner Soca Benefit Plan5
2022Form 5500-SF001Heritage Financial Planners, INC. 401(K) Profit Sharing Plan8
2022Form 5500-SF002Heritage Financial Planners, INC. Cash Balance Plan6
2022Form 5500-SF501Heritage Financial Planner Soca Benefit Plan4

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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