Legacy Advisors, LLC
Pennsylvania
Pennsylvania
Registered In
11/19/2002
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Legacy Advisors, LLC in Pennsylvania was registered on 11/19/2002. It is listed at Corporation Service Company.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Foreign Limited Liability Company
- Status
- Active
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Corporation Service Company
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Financial Information for Legacy Advisors, LLC
Form 5500
LEGACY ADVISORS, LLC
5 Apollo Road Suite 100, Plymouth Meeting, Pa 19462 (610) 943-3000 EIN:06-1659806 Plan Admin:Matthew Sgro| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLEGACY ADVISORS, LLC 401 (K) RETIREMENT PLAN PLAN Plan #001 Participants BOY/EOY50 / 50 Assets BOY/EOY$9,586,154 / $11,603,114 | 2023 | LEGACY ADVISORS, LLC 401 (K) RETIREMENT PLAN PLAN - Plan #001 | 50 / 50 | $9,586,154 / $11,603,114 |
| 2022 | Plan NameLEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN Plan #001 Participants BOY/EOY49 / 50 Assets BOY/EOY$10,661,702 / $9,586,154 | 2022 | LEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN - Plan #001 | 49 / 50 | $10,661,702 / $9,586,154 |
| 2021 | Plan NameLEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN Plan #001 Participants BOY/EOY44 / 49 Assets BOY/EOY$8,796,459 / $10,661,702 | 2021 | LEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN - Plan #001 | 44 / 49 | $8,796,459 / $10,661,702 |
| 2020 | Plan NameLEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN Plan #001 Participants BOY/EOY39 / 44 Assets BOY/EOY$6,970,695 / $8,796,459 | 2020 | LEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN - Plan #001 | 39 / 44 | $6,970,695 / $8,796,459 |
| 2019 | Plan NameLEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN Plan #001 Participants BOY/EOY38 / 40 Assets BOY/EOY$5,402,837 / $6,970,695 | 2019 | LEGACY ADVISORS, LLC 401(K) RETIREMENT PLAN PLAN - Plan #001 | 38 / 40 | $5,402,837 / $6,970,695 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LEGACY ADVISORS LLC
401 PLYMOUTH RD Suite 150, PLYMOUTH MEETING, PA 19462-1653 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$690,265 Forgiven$693,801 LenderWilmington Savings Fund Society, FSB Jobs37 | 04/15/2020 | $690,265 | $693,801 | Wilmington Savings Fund Society, FSB | 37 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Business Legacy Advisors, LLC
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Troy, MI | View Report | |
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Commercial Legacy Advisors LLC
Registered in Florida
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Saint Petersburg, FL | View Report | |
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Family Legacy Advisors, LLC
Registered in Missouri
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Gladstone, MO Overland Park, KS | View Report | |
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Genesis Legacy Advisors, LLC
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Jenkintown, PA | View Report | |
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J2x Legacy Advisors LLC
Registered in California
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La Mesa, CA Las Vegas, NV (1 more) | View Report | |
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Legacy Advisors LLC
Registered in Nevada
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Reno, NV | View Report | |
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Legacy Advisors, LLC
Registered in Missouri
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Columbia, MO | View Report | |
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Trillium Legacy Advisors LLC
Registered in New Mexico
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Las Cruces, NM | View Report | |
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Wealth Legacy Advisors LLC
Registered in Kansas
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Wichita, KS | View Report | |
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First Legacy Advisors, LLC
Registered in North Carolina
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Charlotte, NC | View Report | |
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Gaa Legacy Advisors, LLC
Registered in Georgia
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Atlanta, GA | View Report | |
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Samoset Legacy Advisors LLC
Registered in Connecticut
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Darien, CT Wilmington, DE (1 more) | View Report | |
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Penland Legacy Advisors, LLC
Registered in North Carolina
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Charlotte, NC | View Report | |
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Daniel Legacy Advisors, LLC
Registered in Alabama
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Alabama | View Report | |
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Tanglewood Legacy Advisors, LLC
Registered in Texas
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Houston, TX | View Report | |
|
Levine Legacy Advisors LLC
Registered in Florida
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Tampa, FL | View Report | |
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My Legacy Advisors, LLC
Registered in Minnesota
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Hopkins, MN | View Report | |
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Soar Legacy Advisors LLC
Registered in Florida
|
Altamonte Springs, FL Longwood, FL | View Report | |
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Legacy Advisors LLC
Registered in California
|
Westlake Village, CA | View Report | |
|
Legacy Advisors, LLC
Registered in Colorado
|
Colorado Springs, CO | View Report |
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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Delaware, United States
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