Legacy Financial Planning LLC

New York

Registered In

08/10/2012

Incorp. Date

Company Summary

Legacy Financial Planning LLC in New York was registered on 08/10/2012.

Legacy Financial Planning Llc DOS Process

1485 MONROE AVE, ROCHESTER, NY 14618

Monroe County View Map

Form 5500

1485 Monroe Ave, Rochester, Ny 14618 (585) 241-5250 EIN:46-0782035 Plan Admin:T Mogilski

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2019	Plan NameLEGACY FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$319,324 / $575,075	2019	LEGACY FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 8	$319,324 / $575,075

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1485 Monroe Avenue, ROCHESTER, NY 14618-1406

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$63,000 Forgiven$63,403 LenderGenesee Regional Bank Jobs14	04/07/2020	$63,000	$63,403	Genesee Regional Bank	14

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor U.S. Small Business Administration

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