Heritage Financial, LLC
EIN 20-5723709GAINSVILLE, VA
Heritage Financial, LLC (EIN 20-5723709) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $559K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
6
Total assets
$559K
A Heritage Financial, LLC employee? See the Heritage Financial, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-5723709
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Financial, LLC 401(k) Profit Sharing Plan | 001 | 6 | $559K |
About this EIN
20-5723709 is the Employer Identification Number (EIN) Heritage Financial, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Virginia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?