Legacy Planning Partners, LLC.

California
Registered In
03/09/2011
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

Legacy Planning Partners, LLC. at 818 W Seventh St, Los Angeles, Ca 90017 lists Charles Kedra of Plymouth Meeting, PA and Robert Wermuth of West Chester, PA.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Forfeited - Ftb
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
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People

National Registered Agents, Inc. Registered 1505 Agent
28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Charles Kedra Manager
600 W GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462
Robert Wermuth Manager
228 W GAY ST, WEST CHESTER, PA 19380 (View Past Addresses)
Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

818 W SEVENTH ST, LOS ANGELES, CA 90017 View Map
600 W GERMANTOWN PIKE STE 261, PLYMOUTH MEETING, PA 19462 (Mailing) View Map

Financials

Financial Information for Legacy Planning Partners, LLC.

Form 5500

LEGACY PLANNING PARTNERS, LLC.

600 W. Germantown Pike Suite 261, Plymouth Meeting, Pa 19462 (484) 765-9100 EIN:20-3774139 Plan Admin:Angela Beidleman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY33 / 0 Assets BOY/EOY$0 / $0 2023 LEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN - Plan #501 33 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LEGACY PLANNING PARTNERS

600 W Germantown Pike, Plymouth Meeting, PA 19462-1046
Loan Date Approved Forgiven Lender Jobs
02/20/2021 Approved$326,800 Forgiven$329,287 LenderTruist Bank Jobs24 02/20/2021 $326,800 $329,287 Truist Bank 24
05/01/2020 Approved$20,200 Forgiven$20,409 LenderCitizens Bank, National Association Jobs1 05/01/2020 $20,200 $20,409 Citizens Bank, National Association 1
04/08/2020 Approved$310,200 Forgiven$312,733 LenderTruist Bank Jobs23 04/08/2020 $310,200 $312,733 Truist Bank 23
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Legacy Planning Partners, LLC Registered in New York
Glen Falls, NY View Report
Ohio View Report
Legacy Planning Partners, LLC. Registered in Ohio
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Legacy Planning Partners LLC Registered in Arizona
Tucson, AZ View Report
Legacy Planning Partners, LLC Registered in Missouri
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Legacy Planning Partners, LLC Registered in Florida
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Legacy Planning Partners, LLC. Registered in Pennsylvania
Plymouth Meeting, PA View Report
Legacy Planning Partners, West Chester, LLC Registered in Pennsylvania
West Chester, PA View Report
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Legacy Planning Partners, LLC Registered in Florida
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Address Match:818 W Seventh St Los Angeles, CA
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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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