Legacy Financial Advisors, Inc. in Boise, ID was registered on 12/15/2022. It is listed at 1450 S Eagle Flight Way STE 110, Boise, Id 83709.
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Montana Registered Agent Llc
Registered Agent
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1001 S MAIN STE 700, KALISPELL, MT 59901
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1450 S EAGLE FLIGHT WAY STE 110, BOISE, ID 83709
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$28,666 / $46,244 | 2023 | LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $28,666 / $46,244 |
| 2023 | Plan NameLEGACY FINANCIAL ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 | 2023 | LEGACY FINANCIAL ADVISORS, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $0 / $0 |
| 2022 | Plan NameLEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$13,768 / $28,666 | 2022 | LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $13,768 / $28,666 |
| 2022 | Plan NameLEGACY FINANCIAL ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $0 | 2022 | LEGACY FINANCIAL ADVISORS, INC. CASH BALANCE PLAN - Plan #002 | 5 / 4 | $0 / $0 |
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