Legacy Wealth Management LLC
Montana
Registered In
08/08/2018
Incorp. Date
Company Summary
Legacy Wealth Management LLC at 2620 Connery Way, Missoula, Mt 59808 lists Mark L Lopez of Missoula, MT.
- Registered In
- Montana
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active-Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Mark L Lopez
Registered Agent
|
2620 CONNERY WAY, MISSOULA, MT 59808
|
|
2620 CONNERY WAY, MISSOULA, MT 59808
View Map
|
Financial Information for Legacy Wealth Management LLC
Form 5500
LEGACY WEALTH MANAGEMENT LLC
2419 Mullan Rd. Suite B, Missoula, Mt 59808 (406) 541-6701 EIN:83-1599375 Plan Admin:Mark Lopez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLEGACY WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$863,414 / $1,070,845 | 2023 | LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 6 / 6 | $863,414 / $1,070,845 |
| 2022 | Plan NameLEGACY WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,011,928 / $863,414 | 2022 | LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 5 / 6 | $1,011,928 / $863,414 |
| 2021 | Plan NameLEGACY WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$778,350 / $1,011,928 | 2021 | LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 4 / 4 | $778,350 / $1,011,928 |
| 2020 | Plan NameLEGACY WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$551,699 / $778,350 | 2020 | LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 5 / 4 | $551,699 / $778,350 |
| 2019 | Plan NameLEGACY WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $551,699 | 2019 | LEGACY WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 | 4 / 4 | $0 / $551,699 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEGACY WEALTH MANAGEMENT LLC
2620 Connery Way, MISSOULA, MT 59808 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$62,623 Forgiven$63,140 LenderFirst Interstate Bank Jobs4 | 04/15/2020 | $62,623 | $63,140 | First Interstate Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:2620 Connery Way Missoula, MT
|
Barone Family Partnership, LTD
Registered in Montana
|
Missoula, MT | View Report | |
|
Gabota, LLC
Registered in Montana
|
Missoula, MT | View Report | |
|
Gravity Media Productions, LLC
Registered in Montana
|
Missoula, MT | View Report | |
|
Maison Missoula, LLC
Registered in Montana
|
Missoula, MT | View Report | |
|
Darty Development & Consulting, PLLC
Registered in Montana
|
Missoula, MT | View Report | |
|
1550 South 13th West, L.L.C.
Registered in Montana
|
Missoula, MT | View Report | |
|
Bar - 1 Ranch 2, LLC
Registered in Montana
|
Missoula, MT | View Report | |
|
Bar-1 Ranch Management, L.L.C.
Registered in Montana
|
Missoula, MT | View Report | |
|
Barone Properties, LLC
Registered in Montana
|
Missoula, MT | View Report | |
|
Montana Barite Company LLC
Registered in Montana
|
Missoula, MT | View Report | |
|
Stage Coach Land Realty, L.L.C.
Registered in Montana
|
Missoula, MT | View Report |
Related Business Names:
|
Legacy Wealth Management, LLC
Registered in Rhode Island
|
Delray Beach, FL Town of Narragansett, RI | View Report | |
|
Legacy Wealth Management, LLC
Registered in Nevada
|
Las Vegas, NV | View Report | |
|
Legacy Wealth Management, LLC
Registered in California
|
Brea, CA Claremont, CA | View Report | |
|
Legacy Wealth Management, LLC
Registered in Idaho
|
Boise, ID | View Report | |
|
Legacy Wealth Management LLC
Registered in Washington
|
Vancouver, WA | View Report | |
|
Legacy Wealth Management, LLC
Registered in New Hampshire
|
Concord, NH | 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, LLC
Registered in Connecticut
|
Deep River, CT Glastonbury, CT | View Report | |
|
Legacy Wealth Management, LLC
Registered in Alabama
|
Gadsden, AL | View Report | |
|
Legacy Wealth Management, LLC
Registered in Arkansas
|
Bella Vista, AR | View Report | |
|
Legacy Wealth Management LLC
Registered in Oregon
|
Beaverton, OR Portland, OR | View Report | |
|
Legacy Wealth Management LLC
Registered in Oklahoma
|
Tulsa, OK | View Report | |
|
Legacy Wealth Management, LLC
Registered in Massachusetts
|
Needham, MA Westborough, MA | View Report | |
|
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
|
Stevenson Ranch Census Designated Place, CA | View Report | |
|
Legacy Wealth Management, LLC
Registered in Washington
|
Spokane, WA | View Report |
The following government agencies have contributed data:
Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States