Legacy Wealth Alliance, PLLC
Arizona
Registered In
12/06/2010
Incorp. Date
Company Summary
Legacy Wealth Alliance, PLLC in Tempe, AZ lists Todd And Amy Martin Trust U/T/A Dated September 5, 2019 and Todd Martin of Tempe, AZ
Overview
Registered In
Arizona
Incorporation Date
Company Type
Domestic Professional Llc
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Todd Martin
Registered Agent
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8950 S 52ND ST STE 204, TEMPE, AZ 85284
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Todd And Amy Martin Trust U/T/A Dated September 5, 2019
Member
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8950 S 52ND ST STE 204, TEMPE, AZ 85284
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Todd Martin
Manager
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8950 S 52ND ST STE 204, TEMPE, AZ 85284
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Map & Locations
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N8950S52 ND ST STE 204, TEMPE, AZ 85284
View Map
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Financials
Financial Information for Legacy Wealth Alliance, PLLC
Form 5500
LEGACY WEALTH ALLIANCE, PLLC
8950 Soth 52nd Street, Suite 204, Tempe, Az 85284 (480) 212-7000 EIN:27-4172435 Plan Admin:Todd Martin| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEGACY WEALTH ALLIANCE, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$57,291 / $144,405 | 2022 | LEGACY WEALTH ALLIANCE, PLLC 401(K) PLAN - Plan #001 | 3 / 3 | $57,291 / $144,405 |
| 2021 | Plan NameLEGACY WEALTH ALLIANCE, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$0 / $57,291 | 2021 | LEGACY WEALTH ALLIANCE, PLLC 401(K) PLAN - Plan #001 | 4 / 3 | $0 / $57,291 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEGACY WEALTH ALLIANCE, PLLC
8950 S 52nd 204, TEMPE, AZ 85284-1046 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$52,700 Forgiven$52,969 LenderFirst International Bank & Trust Jobs4 | 04/27/2020 | $52,700 | $52,969 | First International Bank & Trust | 4 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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