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HERITAGE PLACE, INC.

Company Details

Name: HERITAGE PLACE, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 17 Jan 1977 (48 years ago)
Financial Date End: 31 Jan 2025
Entity Number: 176216
Place of Formation: IDAHO
File Number: 176216
ZIP code: 83814
County: Kootenai County
Mailing Address: 702 W WALNUT AVE COEUR D ALENE, ID 83814-2333

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE PLACE 401(K) PLAN 2010 820341101 2011-07-28 HERITAGE PLACE, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 623000
Sponsor’s telephone number 2086642680
Plan sponsor’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814

Plan administrator’s name and address

Administrator’s EIN 820341101
Plan administrator’s name HERITAGE PLACE, INC.
Plan administrator’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814
Administrator’s telephone number 2086642680

Signature of

Role Plan administrator
Date 2011-07-28
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-28
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE PLACE 401(K) PLAN 2009 820341101 2010-10-11 HERITAGE PLACE, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 623000
Sponsor’s telephone number 2086642680
Plan sponsor’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814

Plan administrator’s name and address

Administrator’s EIN 820341101
Plan administrator’s name HERITAGE PLACE, INC.
Plan administrator’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814
Administrator’s telephone number 2086642680

Signature of

Role Plan administrator
Date 2010-10-11
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-11
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ANN JOHNSON Agent 704 W WALNUT AVE, COEUR D'ALENE, ID 83814

President

Name Role Address Appointed On Resigned On
Linda Scharnhorst President 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2020-12-03 2021-12-03
Rod Caldwell President 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2023-12-05 No data
Doug Elliott President 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2021-12-03 2022-12-06

Treasurer

Name Role Address Appointed On
Mike Wilson Treasurer 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2022-12-06

Filing

Filing Name Filing Number Filing date
Annual Report 0005499955 2023-12-05
Annual Report 0005014620 2022-12-06
Annual Report 0004513734 2021-12-03
Annual Report 0004084920 2020-12-03
Annual Report 0003697077 2019-12-03
Annual Report 0003400984 2019-01-18
Annual Report 0001618827 2017-12-04
Annual Report 0001618825 2016-11-23
Annual Report 0001618823 2015-11-16
Annual Report 0001618819 2014-11-17

Date of last update: 03 Dec 2024

Sources: Idaho Secretary of State