| Entity Name: | FIRST HERITAGE FINANCIAL SERVICES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 21 Jan 2015 (10 years ago) |
| Document Number: | L15000012856 |
| FEI/EIN Number | 47-2900270 |
| Address: | 1511 N WEST SHORE BLVD., SUITE 1100, TAMPA, FL 33607 |
| Mail Address: | 1511 N WEST SHORE BLVD., SUITE 1100, TAMPA, FL 33607 |
| ZIP code: | 33607 |
| County: | Hillsborough |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST HERITAGE FINANCIAL SERVICES, LLC 401(K) P/S PLAN | 2022 | 472900270 | 2023-04-06 | FIRST HERITAGE FINANCIAL SERVICES, LLC | 2 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 472900270 |
| Plan administrator’s name | FIRST HERITAGE FINANCIAL SERVICES, LLC |
| Plan administrator’s address | 1511 N WEST SHORE BLVD STE 1100, TAMPA, FL, 33607 |
| Administrator’s telephone number | 7274094000 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-06 |
| Name of individual signing | KEVIN MALTEZO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7274094000 |
| Plan sponsor’s address | 1511 N WEST SHORE BLVD STE 1100, TAMPA, FL, 33607 |
Plan administrator’s name and address
| Administrator’s EIN | 472900270 |
| Plan administrator’s name | FIRST HERITAGE FINANCIAL SERVICES, LLC |
| Plan administrator’s address | 1511 N WEST SHORE BLVD STE 1100, TAMPA, FL, 33607 |
| Administrator’s telephone number | 7274094000 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-31 |
| Name of individual signing | KEVIN MALTEZO |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| KARNIEWICZ, JUDY, ESQ. | Agent | 1211 W Fletcher Ave, TAMPA, FL 33612 |
| Name | Role | Address |
|---|---|---|
| MALTEZO, KEVIN P | Manager | 1511 N WEST SHORE BLVD., SUITE 1100 TAMPA, FL 33607 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2022-04-14 | 1211 W Fletcher Ave, TAMPA, FL 33612 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-28 |
| ANNUAL REPORT | 2023-04-19 |
| ANNUAL REPORT | 2022-04-14 |
| ANNUAL REPORT | 2021-03-29 |
| ANNUAL REPORT | 2020-02-13 |
| ANNUAL REPORT | 2019-02-06 |
| ANNUAL REPORT | 2018-03-19 |
| ANNUAL REPORT | 2017-04-18 |
| ANNUAL REPORT | 2016-03-21 |
| Florida Limited Liability | 2015-01-21 |
Date of last update: 21 Jan 2025
Sources: Florida Department of State
