| Entity Name: | HERITAGE FINANCIAL LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 11 Sep 2015 (9 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 07 Oct 2016 (8 years ago) |
| Document Number: | L15000155349 |
| FEI/EIN Number | 47-5099652 |
| Address: | 25125 W NEWBERRY RD, NEWBERRY, FL, 32669 |
| Mail Address: | 25125 W NEWBERRY RD, NEWBERRY, FL, 32669 |
| ZIP code: | 32669 |
| County: | Alachua |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE FINANCIAL, LLC 401(K) PLAN | 2023 | 475099652 | 2024-09-25 | HERITAGE FINANCIAL, LLC | 4 | |||||||||||||
|
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| Name | Role | Address |
|---|---|---|
| HERITAGE KEITH | Agent | 25125 W NEWBERRY RD, NEWBERRY, FL, 32669 |
| Name | Role | Address |
|---|---|---|
| HERITAGE KEITH U | Manager | 18815 NW CR 239, Alachua, FL, 32615 |
| HERITAGE APRIL A | Manager | 18815 NW CR 239, Alachua, FL, 32615 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2020-03-17 | HERITAGE, KEITH | No data |
| REINSTATEMENT | 2016-10-07 | No data | No data |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2016-09-23 | No data | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-18 |
| ANNUAL REPORT | 2023-04-04 |
| ANNUAL REPORT | 2022-04-28 |
| ANNUAL REPORT | 2021-04-19 |
| ANNUAL REPORT | 2020-03-17 |
| ANNUAL REPORT | 2019-02-12 |
| ANNUAL REPORT | 2018-03-06 |
| ANNUAL REPORT | 2017-04-26 |
| REINSTATEMENT | 2016-10-07 |
| Florida Limited Liability | 2015-09-11 |
Date of last update: 03 Feb 2025
Sources: Florida Department of State
