Legacy Advisors, LLC

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.

Corporation Service Company View Map

Form 5500

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

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:

New Legacy Advisors, LLC Registered in New York	Flushing, NY	View Report
J2x Legacy Advisors LLC Registered in Nevada	Frisco, TX Las Vegas, NV	View Report
Lane Legacy Advisors, LLC Registered in Pennsylvania	Wexford, PA	View Report
Legacy Advisors, LLC Registered in Missouri	Columbia, MO	View Report
Legacy Advisors, LLC Registered in Arizona	Goodyear, AZ	View Report
Personal Legacy Advisors, LLC Registered in Massachusetts	Manchester-By-The-Sea, MA	View Report
Prestige Legacy Advisors LLC Registered in Florida	Orlando, FL	View Report
Legacy Advisors, LLC Registered in Minnesota	Two Harbors, MN	View Report
Wealth Legacy Advisors LLC Registered in Kansas	Wichita, KS	View Report
First Legacy Advisors, LLC Registered in North Carolina	Charlotte, NC	View Report
Gaa Legacy Advisors, LLC Registered in Georgia	Atlanta, GA	View Report
Legacy Advisors, LLC Registered in Kansas	Rose Hill, KS	View Report
Hearthstone Legacy Advisors LLC Registered in Texas	Frisco, TX Houston, TX	View Report
Tanglewood Legacy Advisors, LLC Registered in Texas	Houston, TX	View Report
Levine Legacy Advisors LLC Registered in Florida	Tampa, FL	View Report
My Legacy Advisors, LLC Registered in Minnesota	Hopkins, MN	View Report
Legacy Advisors LLC Registered in California	Westlake Village, CA	View Report
Legacy Advisors LLC Registered in Colorado	Parker, CO	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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