Legacy Portfolio Management, LLC

13965 W CHINDEN BLVD STE 110, BOISE, ID 83713 View Map
13965 W CHINDEN BLVD STE 100, BOISE, ID 83713 (Mailing) View Map

Form 5500

13965 W Chinden Blvd, Suite 100, Boise, Id 83713 (208) 955-0500 EIN:82-3696174 Plan Admin:Andy Rad

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$490,106 / $548,717	2022	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	14 / 17	$490,106 / $548,717
2021	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$295,738 / $490,106	2021	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	10 / 14	$295,738 / $490,106
2020	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$117,247 / $295,738	2020	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 10	$117,247 / $295,738
2019	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 8 Assets BOY/EOY$0 / $117,247	2019	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	0 / 8	$0 / $117,247

Benefit & Retirement Plans based on Form 5500.

PPP Loans

13965 W Chinden Blvd Ste 100, Boise, ID 83713-1457 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
01/23/2021	Approved$107,599 Forgiven$108,212 LenderIdaho Central CU Jobs13	01/23/2021	$107,599	$108,212	Idaho Central CU	13
04/13/2020	Approved$87,200 Forgiven$88,048 LenderIdaho Central CU Jobs20	04/13/2020	$87,200	$88,048	Idaho Central CU	20

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Legacy Portfolio Management, LLC Registered in Ohio	Canton, OH		View Report
Legacy Portfolio Management LLC Registered in Utah	Boise, ID Centerville, UT		View Report

Address Match:13965 W Chinden Blvd Boise, ID

Jse Advisors, LLC Registered in Idaho	Boise, ID	View Report
Law Office of J. Scott Escujuri, Pllc (The) Registered in Idaho	Boise, ID	View Report
Atf Holdings LLC Registered in Florida	Boise, ID Bonita Springs, FL	View Report
Estero Af LLC Registered in Florida	Boise, ID	View Report
Caldwell Af LLC Registered in Idaho	Boise, ID	View Report
Covino Acquistions LLC Registered in Idaho	Boise, ID Meridian, ID	View Report
Equity Properties, LLC Registered in Idaho	Boise, ID	View Report
Jan Hall Insurance LLC Registered in Idaho	Boise, ID	View Report
Japanese Gardens LLC Registered in Idaho	Boise, ID Eagle, ID	View Report
Keylock Storage Airport LLC Registered in Idaho	Boise, ID	View Report
Keylock Storage Caldwell LLC Registered in Idaho	Boise, ID	View Report
Osborne Enterprises, LLC Registered in Idaho	Boise, ID	View Report
Ozcorp 2, LLC Registered in Idaho	Boise, ID	View Report
Ozcorp, LLC Registered in Idaho	Boise, ID	View Report
Riverstone Building Associates, LLC Registered in Idaho	Boise, ID Eagle, ID	View Report
Automotive Repair Shop No. 310, LLC Registered in Idaho	Boise, ID	View Report
Complete Car Care Center 4305, LLC Registered in Idaho	Boise, ID	View Report
Idaho Aquarium Gift Shop LLC Registered in Idaho	Boise, ID	View Report
Legacy Tax Services LLC Registered in Idaho	Boise, ID	View Report
N530wc LLC Registered in Idaho	Boise, ID	View Report

Address Match:13965 W Chinden Blvd Ste 110 Boise, ID

Meineke Econo Lube E. Meridian Registered in Idaho	Boise, ID	View Report
Meineke Econo Lube Nw Boise Registered in Idaho	Boise, ID	View Report
Best Buy Autos, LLC Registered in Idaho	Boise, ID Nampa, ID	View Report
Automotive Repair Shop No. 305, LLC Registered in Idaho	Boise, ID	View Report
Complete Car Care Center 4310, LLC Registered in Idaho	Boise, ID	View Report

Address Match:13965 W Chinden Blvd Ste 100 Boise, ID

Legacy Wealth Advisors Registered in Idaho	Boise, ID	View Report
Pinnacle Financial Planning Registered in Idaho	Boise, ID	View Report
Lpm Insurance & Agency, LLC Registered in Idaho	Boise, ID	View Report

Person/City Match:Andy Rad - Boise, ID

Ajr Registered in Idaho	Garden Valley, ID Boise, ID	View Report
Legacy Integrated, LLC Registered in Idaho	Boise, ID Eagle, ID	View Report
Legacy Investment Solutions Holdings, LLC Registered in Idaho	Boise, ID	View Report
Legacy Investment Solutions Operations, LLC Registered in Idaho	Boise, ID	View Report
Legacy Investment Solutions, LLC Registered in Idaho	Boise, ID	View Report
Legacy Wealth Management, LLC Registered in Idaho	Boise, ID	View Report

Person/City Match:Pete Covino - Boise, ID

Magellan Financial Registered in Idaho	Boise, ID		View Report
Covino Financial Group LTD. Registered in Idaho	Boise, ID Meridian, ID		View Report

The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

Company Summary