Legacy Wealth Planning, LLC

Nevada

Registered In

03/02/2006

Incorp. Date

Company Summary

Legacy Wealth Planning, LLC in Nevada lists Martin M Mcclellan Inc. and Mark Levy Inc. of Reno, NV as associates.

Maupin, Cox & Legoy, A Professional Corporation Registered Agent	4785 CAUGHLIN PKWY, RENO, NV 89519 4785 CAUGHLIN PKWY, RENO, NV
Martin M Mcclellan Inc. Managing Member	10380 COYOTE CREEK DR, RENO, NV 89521
Mark Levy Inc. Managing Member	1565 TWIN OAKS RD, RENO, NV 89511
Christopher E Vargas Inc. Managing Member	10599 DOUBLE R BLVD, RENO, NV 89521
Phillip S Mahoney Inc. Managing Member	3880 FAIRVIEW RD, RENO, NV 89511

Form 5500

10599 Double R Boulevard, Reno, Nv 89521 (775) 850-2500 EIN:20-4458937 Plan Admin:Chris Vargas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLEGACY WEALTH PLANNING 401K PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,559,071 / $2,143,360	2022	LEGACY WEALTH PLANNING 401K PLAN AND TRUST - Plan #001	7 / 7	$2,559,071 / $2,143,360
2021	Plan NameLEGACY WEALTH PLANNING 401K PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,006,382 / $2,559,071	2021	LEGACY WEALTH PLANNING 401K PLAN AND TRUST - Plan #001	7 / 7	$2,006,382 / $2,559,071
2020	Plan NameLEGACY WEALTH PLANNING 401K PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,474,102 / $2,006,382	2020	LEGACY WEALTH PLANNING 401K PLAN AND TRUST - Plan #001	7 / 7	$1,474,102 / $2,006,382
2019	Plan NameLEGACY WEALTH PLANNING 401K PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,095,616 / $1,474,102	2019	LEGACY WEALTH PLANNING 401K PLAN AND TRUST - Plan #001	7 / 7	$1,095,616 / $1,474,102

Benefit & Retirement Plans based on Form 5500.

PPP Loans

10599 Double R Blvd, Reno, Nv 89521-8909 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$50,481 Forgiven$50,781 LenderBank of America, National Association Jobs3	05/01/2020	$50,481	$50,781	Bank of America, National Association	3

PPP Loans based on Paycheck Protection Program.

Person/Address Match:Mark Levy Inc -

Mark N. Levy Associates, Inc. Registered in New York	Jericho, NY		View Report

Related Business Names:

Legacy Wealth Planning, LLC Registered in Michigan	Rockford, MI	View Report
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Legacy Wealth Planning Group LLC Registered in Florida	Jacksonville, FL Tampa, FL	View Report
Legacy Wealth Planning LLC Registered in Virginia	Clifton, VA	View Report
Legacy Wealth Planning, LLC Registered in Washington	Kirkland, WA Bellevue, WA	View Report
Traditions Wealth & Legacy Planning LLC Registered in Florida	Jacksonville, FL Lake Mary, FL (1 more)	View Report
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Wildflower Legacy and Wealth Planning, LLC Registered in Florida	Flower Mound, TX Los Angeles, CA (1 more)	View Report
J.R. Migneault Legacy Planning & Wealth Management Group LLC Registered in New Hampshire	Keene, NH	View Report
Wealth & Legacy Planning LLC Registered in Oklahoma	Oklahoma City, OK	View Report
Legacy Wealth Planning, LLC Registered in Kansas	Lenexa, KS Overland Park, KS	View Report
Legacy Wealth Planning & Investment Management LLC Registered in Florida	Port Charlotte, FL	View Report
Wealth Preservation & Legacy Planning Group, LLC Registered in Florida	Tampa, FL	View Report

The following government agencies have contributed data:

Nevada Secretary of State U.S. Department of Labor U.S. Small Business Administration

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