Legacy Capital Group California
California
Registered In
10/28/1980
Incorp. Date
Company Summary
Legacy Capital Group California at 459 Monterey Ave STE 100, Los Gatos, Ca 95030 lists Richard E Baer and Andy M Baugh of Los Gatos, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Andy M Baugh
Individual Agent
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
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Richard E Baer
CEO
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
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Andy M Baugh
Chief Financial Officer
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
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Richard E Baer
Director
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
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Brent C Bunger
Director
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
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Brent Bunger
Director
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459 MONTEREY AVE # 100, LOS GATOS, CA 95030
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Andy M Baugh
Secretary
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
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Brent Bunger
Chairperson of Board
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459 MONTEREY AVE # 100, LOS GATOS, CA 95030
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Showing current associates only (8 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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459 MONTEREY AVE STE 100, LOS GATOS, CA 95030
(Mailing)
View Map
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Financials
Financial Information for Legacy Capital Group California
Form 5500
LEGACY CAPITAL GROUP CALIFORNIA
459 Monterey Avenue, Suite 100, Los Gatos, Ca 95030 (408) 399-6330 EIN:94-2696159 Plan Admin:Kim Lawson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 12 Assets BOY/EOY$4,431,238 / $4,438,559 | 2022 | LEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN - Plan #001 | 15 / 12 | $4,431,238 / $4,438,559 |
| 2021 | Plan NameLEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$4,005,574 / $4,431,238 | 2021 | LEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN - Plan #001 | 14 / 15 | $4,005,574 / $4,431,238 |
| 2020 | Plan NameLEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,930,185 / $4,005,574 | 2020 | LEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN - Plan #001 | 14 / 14 | $2,930,185 / $4,005,574 |
| 2019 | Plan NameLEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$2,517,458 / $2,930,185 | 2019 | LEGACY CAPITAL GROUP CALIFORNIA PROFIT SHARING PLAN - Plan #001 | 12 / 14 | $2,517,458 / $2,930,185 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEGACY CAPITAL GROUP CALIFORNIA
459 Monterey Ave, Los Gatos, CA 95030-5302 Industry:Insurance Agencies and Brokerages Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/27/2021 | Approved$302,580 Forgiven$305,219 LenderWestern Alliance Bank Jobs18 | 01/27/2021 | $302,580 | $305,219 | Western Alliance Bank | 18 |
| 04/07/2020 | Approved$270,900 Forgiven$272,586 LenderWestern Alliance Bank Jobs20 | 04/07/2020 | $270,900 | $272,586 | Western Alliance Bank | 20 |
PPP Loans based on Paycheck Protection Program.
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Address Match:459 Monterey Ave Ste 100 Los Gatos, CA
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|
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|
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Olma Financial LLC
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Ozobon Inc.
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React Investment Solutions, LLC
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Canyon Snow Consulting LLC
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Aplg Properties, LLC
Registered in California
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|
Coherence Apps, LLC
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Bill Gray, M.D., Medical Corporation
Registered in California
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|
Associated Pathology Resources, Inc.
Registered in California
|
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|
Kcav2, Inc.
Registered in California
|
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|
One Shot Beverage, LLC
Registered in California
|
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|
The Fontis Group, LLC
Registered in California
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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