Legacy Wealth Management

Sacramento, CA

California

Registered In

05/24/2017

Incorp. Date

Company Summary

Legacy Wealth Management at 555 Capitol Mall STE 747, Sacramento, Ca 95814 lists Joseph B Walters of Sacramento, CA as the associate.

Overview

Registered In

California

Incorporation Date

05/24/2017

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Joseph B Walters Individual Agent	555 CAPITOL MALL STE 747, SACRAMENTO, CA 95814
Joseph B Walters CEO	555 CAPITOL MALL STE 747, SACRAMENTO, CA 95814
Joseph B Walters Chief Financial Officer	555 CAPITOL MALL STE 747, SACRAMENTO, CA 95814
Joseph B Walters Director	555 CAPITOL MALL STE 747, SACRAMENTO, CA 95814
Joseph B Walters Secretary	555 CAPITOL MALL STE 747, SACRAMENTO, CA 95814

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

555 CAPITOL MALL STE 747, SACRAMENTO, CA 95814 View Map
74 7, SACRAMENTO, CA 95814 (Mailing) View Map

Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Legacy Wealth Management

Form 5500

LEGACY WEALTH MANAGEMENT

555 Capitol Mall STE 747, Sacramento, Ca 95814 (916) 465-8001 EIN:36-4871088 Plan Admin:Joseph Walters

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameLEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2020	LEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2019	Plan NameLEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2019	LEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LEGACY WEALTH MANAGEMENT

555 CAPITOL MALL, SUite 747, SACRAMENTO, CA 95814-2274

Loan Date	Approved	Forgiven	Lender	Jobs
08/07/2020	Approved$39,906 Forgiven$40,106 LenderRiver City Bank Jobs2	08/07/2020	$39,906	$40,106	River City Bank	2
06/24/2020	Approved$20,289 Forgiven$20,499 LenderWells Fargo Bank, National Association Jobs2	06/24/2020	$20,289	$20,499	Wells Fargo Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Legacy Wealth Management Registered in North Dakota	Fargo, ND	View Report
Legacy Wealth Management Registered in Pennsylvania	West Chester, PA	View Report
Legacy Wealth Management LTD. Registered in Wyoming	Cheyenne, WY Las Vegas, NV	View Report
Legacy Wealth Management, Inc. Registered in Tennessee	Memphis, TN	View Report
Legacy Wealth Management, LLC Registered in Nevada	Las Vegas, NV	View Report
Legacy Wealth Management Registered in Utah	Jordan, UT Pleasant Grove, UT	View Report
Legacy Wealth Management, Inc. Registered in Minnesota	Mankato, MN	View Report
Legacy Wealth Management Registered in Alaska	Kenai, AK	View Report
Legacy Wealth Management, LLC Registered in Idaho	Boise, ID	View Report
Legacy Wealth Management, Inc. Registered in Georgia	Kennesaw, GA	View Report
Legacy Wealth Management LLC Registered in Washington	Vancouver, WA	View Report
Legacy Wealth Management, LLC Registered in Oklahoma	Edmond, OK	View Report
Legacy Wealth Management, LLC Registered in North Carolina	Charlotte, NC	View Report
Legacy Wealth Management LLC Registered in North Carolina	Charlotte, NC	View Report
Legacy Wealth Management Registered in Utah	Salt Lake City, UT	View Report
Legacy Wealth Management Registered in Missouri	Gladstone, MO	View Report
Legacy Wealth Management, LLC Registered in Arkansas	Bella Vista, AR	View Report
Legacy Wealth Management, LLC Registered in Massachusetts	Needham, MA Westborough, MA	View Report
Legacy Wealth Management Registered in California	Santa Monica, CA	View Report

Address Match:555 Capitol Mall Ste 747 Sacramento, CA

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Address Match:555 Capitol Mall Sacramento, 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