Legacy Trust Company

Company Summary

Legacy Trust Company in Jacksonville Beach, FL lists Mclauchlan Rodney A and Mclauchlan Kristin D of Jacksonville Beach, FL

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit
Status
Active
EIN
41-2027993
Website
Email
***@legacytrustcompany.com
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Mclauchlan Kristin D Registered Agent
4200 MARSH LANDING BLVD, JACKSONVILLE BEACH, FL 32250
Mclauchlan Rodney A Director
4200 MARSH LANDING BLVD, JACKSONVILLE BEACH, FL 32250
Mclauchlan Kristin D DCC
4200 MARSH LANDING BLVD, JACKSONVILLE BEACH, FL 32250
Uhland Kristi B Dire
4200 MARSH LANDING BLVD, JACKSONVILLE BEACH, FL 32250
Way Katherine D Dire
4200 MARSH LANDING BLVD, JACKSONVILLE BEACH, FL 32250
Quick Kristi M Dire
4200 MARSH LANDING BLVD, JACKSONVILLE BEACH, FL 32250
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4200 MARSH LANDING BLVD STE 100, JACKSONVILLE BEACH, FL 32250 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Legacy Trust Family Wealth Offices
Jacksonville Beach, FL

Financial Information for Legacy Trust Company

Form 5500

LEGACY TRUST FAMILY WEALTH OFFICES

4200 Marsh Landing Blvd., Ste. 100, Jacksonville Beach, FL 32250 (904) 280-9100 EIN:41-2027993 Plan Admin:Kevin Cheezum
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$896,351 / $1,192,769 2023 LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN - Plan #001 16 / 15 $896,351 / $1,192,769
2022 Plan NameLEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$714,117 / $896,351 2022 LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN - Plan #001 13 / 14 $714,117 / $896,351
2021 Plan NameLEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$739,431 / $714,117 2021 LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN - Plan #001 14 / 13 $739,431 / $714,117
2020 Plan NameLEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$624,325 / $739,431 2020 LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN - Plan #001 12 / 12 $624,325 / $739,431
2019 Plan NameLEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$512,597 / $624,325 2019 LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN - Plan #001 13 / 12 $512,597 / $624,325
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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