Legacy Wealth Management, LLC

Mississippi
Registered In
09/18/2018
Incorp. Date

Company Summary

Legacy Wealth Management, LLC at 111 Johnstone Dr, Madison, Ms 39110 lists Charles R Bell Jr and Gregory M Johnston of Madison, MS as associates.

Overview

Registered In
Mississippi
Incorporation Date
Company Type
Limited Liability Company
Status
Good Standing
Registration Type
Domestic
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People

Charles R Bell Jr Registered Agent
111 JOHNSTONE DR, MADISON, MS 39110
Charles R Bell Jr Manager
111 JOHNSTONE DR, MADISON, MS 39110
Gregory M Johnston Organizer
PO BOX 1691, MADISON, MS 39130
Todd Booloes Other
1007 MISSION PARK DR, VICKSBURG, MS 39180

Map & Locations

111 JOHNSTONE DR, MADISON, MS 39110 View Map

Financials

Financial Information for Legacy Wealth Management, LLC

Form 5500

LEGACY WEALTH MANAGEMENT, LLC

300 Concourse Blvd Suite 102, Ridgeland, Ms 39157 (601) 499-1971 EIN:84-1930135 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$132,699 / $231,046 2023 LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 2 / 3 $132,699 / $231,046
2022 Plan NameLEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$116,829 / $132,699 2022 LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 3 / 2 $116,829 / $132,699
2021 Plan NameLEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$48,281 / $116,829 2021 LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 1 / 3 $48,281 / $116,829
2020 Plan NameLEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$0 / $48,281 2020 LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 2 / 1 $0 / $48,281
Benefit & Retirement Plans based on Form 5500.

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Related Business Names:
Legacy Wealth Management, LLC Registered in Rhode Island
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Legacy Wealth Management, LLC Registered in Nevada
Las Vegas, NV View Report
Legacy Wealth Management, LLC Registered in California
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Legacy Wealth Management, LLC Registered in Idaho
Boise, ID View Report
Legacy Wealth Management LLC Registered in Montana
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Legacy Wealth Management LLC Registered in Washington
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Legacy Wealth Management, LLC Registered in New Hampshire
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Legacy Wealth Management, LLC Registered in Oklahoma
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Legacy Wealth Management LLC Registered in North Carolina
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Legacy Wealth Management, LLC Registered in Connecticut
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Legacy Wealth Management, LLC Registered in Alabama
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Legacy Wealth Management, LLC Registered in Arkansas
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Legacy Wealth Management LLC Registered in Oregon
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Legacy Wealth Management LLC Registered in Oklahoma
Tulsa, OK View Report
Legacy Wealth Management, LLC Registered in Massachusetts
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Legacy Wealth Management, LLC Registered in Minnesota
Cannon Falls, MN View Report
Legacy Wealth Management, LLC Registered in Wisconsin
Mequon, WI View Report
Legacy Wealth Management, LLC Registered in California
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Legacy Wealth Management, LLC Registered in Washington
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Sources

The following government agencies have contributed data:

• Mississippi Secretary of State • U.S. Department of Labor
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