Next Legacy Management, LLC

California
Registered In
09/05/2000
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Next Legacy Management, LLC at 180 Lytton Ave, Palo Alto, Ca 94301 lists Ben Choi and Kelli A. Cullinane of Palo Alto, CA as associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Russell B. Hall Individual Agent
180 LYTTON AVE, PALO ALTO, CA 94301
Ben Choi Manager
180 LYTTON AVE, PALO ALTO, CA 94301
Kelli A. Cullinane Manager
180 LYTTON AVE, PALO ALTO, CA 94301
Russell B. Hall Manager
180 LYTTON AVE, PALO ALTO, CA 94301
Ryan Nece Manager
180 LYTTON AVE, PALO ALTO, CA 94301
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180 LYTTON AVE, PALO ALTO, CA 94301 (Mailing) View Map

Financial Information for Next Legacy Management, LLC

Form 5500

NEXT LEGACY MANAGEMENT, LLC

180 Lytton Avenue, Palo Alto, Ca 94301 (650) 324-5980 EIN:94-3352517 Plan Admin:Kelli Cullinane
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameNEXT LEGACY MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 32 Assets BOY/EOY$1,183,565 / $2,281,332 2023 NEXT LEGACY MANAGEMENT, LLC 401(K) PLAN - Plan #001 19 / 32 $1,183,565 / $2,281,332
2023 Plan NameNEXT LEGACY MANAGEMENT, LLC CASH BALANCE Plan #002 Participants BOY/EOY16 / 25 Assets BOY/EOY$1,862,517 / $1,698,557 2023 NEXT LEGACY MANAGEMENT, LLC CASH BALANCE - Plan #002 16 / 25 $1,862,517 / $1,698,557
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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