HERITAGE FINANCIAL PLANNERS, INC.
EIN 87-3553495ORANGE VILLAGE, OH
HERITAGE FINANCIAL PLANNERS, INC. (EIN 87-3553495) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $2.6M in plan assets and 18 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
3
Participants
18
Total assets
$2.6M
A HERITAGE FINANCIAL PLANNERS, INC. employee? See the HERITAGE FINANCIAL PLANNERS, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 87-3553495
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| HERITAGE FINANCIAL PLANNERS, INC. CASH BALANCE PLAN | 002 | 6 | $2.0M |
| HERITAGE FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN | 001 | 7 | $670K |
| HERITAGE FINANCIAL PLANNER SOCA BENEFIT PLAN | 501 | 5 | $2K |
About this EIN
87-3553495 is the Employer Identification Number (EIN) HERITAGE FINANCIAL PLANNERS, 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?