Legacy Wealth Alliance, PLLC

Tempe, AZ

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

Registered In: Arizona
Incorporation Date: 12/06/2010
Registration Type: Domestic
Company Type: Domestic Professional Llc
Status: Active
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Todd Martin Registered Agent	8950 S 52ND ST STE 204, TEMPE, AZ 85284
Todd And Amy Martin Trust U/T/A Dated September 5, 2019 Member	8950 S 52ND ST STE 204, TEMPE, AZ 85284
Todd Martin Manager	8950 S 52ND ST STE 204, TEMPE, AZ 85284

N8950S52 ND ST STE 204, TEMPE, AZ 85284 View Map

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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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration

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