Legacy Wealth Management Group, LLC
New Jersey
New Jersey
Registered In
04/05/2006
Incorp. Date
Company Summary
Legacy Wealth Management Group, LLC in New Jersey was registered on 04/05/2006. It is listed at Moorestown.
- Registered In
- New Jersey
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
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- SEC | EDGAR Trellis.Law Recent News
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MOORESTOWN
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Financial Information for Legacy Wealth Management Group, LLC
Form 5500
LEGACY WEALTH MANAGEMENT GROUP, LLC
505 South Lenola Road, Suite 127, Moorestown, Nj 08057 (856) 235-0505 EIN:06-1777831 Plan Admin:Henry Kramarski| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,749,685 / $1,805,104 | 2022 | LEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,749,685 / $1,805,104 |
| 2021 | Plan NameLEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,400,914 / $1,749,685 | 2021 | LEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,400,914 / $1,749,685 |
| 2020 | Plan NameLEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$916,619 / $1,400,914 | 2020 | LEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $916,619 / $1,400,914 |
| 2019 | Plan NameLEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$763,792 / $916,619 | 2019 | LEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $763,792 / $916,619 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEGACY WEALTH MANAGEMENT GROUP LLC
505 Lenola Rd, Moorestown, Nj 08057-1549 Industry:Financial Transactions Processing, Reserve, and Clearinghouse Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$31,365 Forgiven$31,733 LenderTD Bank, National Association Jobs3 | 04/14/2020 | $31,365 | $31,733 | TD Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Legacy Wealth Management Group, LLC
Registered in Michigan
|
Troy, MI | View Report | |
|
Legacy Wealth Management Group of Las Vegas LLC
Registered in Nevada
|
Las Vegas, NV | View Report | |
|
J.R. Migneault Legacy Planning & Wealth Management Group LLC
Registered in New Hampshire
|
Keene, NH | View Report | |
|
Legacy Wealth Management, Llc - The Funderburk Group
Registered in Colorado
|
Grand Junction, CO | View Report | |
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Legacy Wealth Management Group, LLC
Registered in Alabama
|
Dothan, AL | View Report | |
|
Legacy Wealth Management Group of Central Texas LLC
Registered in Texas
|
Round Rock, TX | View Report |
The following government agencies have contributed data:
New Jersey Division of Revenue and Enterprise Services U.S. Department of Labor U.S. Small Business Administration
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