HERITAGE CAPITAL STRATEGIES, INC.
EIN 87-0737289WESTLAKE VILLAGE, CA
HERITAGE CAPITAL STRATEGIES, INC. (EIN 87-0737289) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.2M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
4
Total assets
$1.2M
A HERITAGE CAPITAL STRATEGIES, INC. employee? See the HERITAGE CAPITAL STRATEGIES, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 87-0737289
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN | 001 | 4 | $1.2M |
| HERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN | 002 | 0 | $0 |
About this EIN
87-0737289 is the Employer Identification Number (EIN) HERITAGE CAPITAL STRATEGIES, INC. 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?