Legacy Planning Partners, LLC.

Plymouth Meeting, PA

Pennsylvania

Registered In

10/15/2004

Incorp. Date

Company Summary

Legacy Planning Partners, LLC. in Plymouth Meeting, PA was registered on 10/15/2004. It is listed at 600 W Germantown Pike STE 261, Plymouth Meeting, Pa 19462.

Registered In: Pennsylvania
Incorporation Date: 10/15/2004
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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600 W GERMANTOWN PIKE STE 261, PLYMOUTH MEETING, PA 19462 View Map

Financial Information for Legacy Planning Partners, LLC.

Form 5500

LEGACY PLANNING PARTNERS, LLC.

600 W. Germantown Pike Suite 261, Plymouth Meeting, Pa 19462 (484) 765-9100 EIN:20-3774139 Plan Admin:Angela Beidleman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY33 / 0 Assets BOY/EOY$0 / $0	2023	LEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN - Plan #501	33 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LEGACY PLANNING PARTNERS

600 W Germantown Pike, Plymouth Meeting, PA 19462-1046

Loan Date	Approved	Forgiven	Lender	Jobs
02/20/2021	Approved$326,800 Forgiven$329,287 LenderTruist Bank Jobs24	02/20/2021	$326,800	$329,287	Truist Bank	24
05/01/2020	Approved$20,200 Forgiven$20,409 LenderCitizens Bank, National Association Jobs1	05/01/2020	$20,200	$20,409	Citizens Bank, National Association	1
04/08/2020	Approved$310,200 Forgiven$312,733 LenderTruist Bank Jobs23	04/08/2020	$310,200	$312,733	Truist Bank	23

PPP Loans based on Paycheck Protection Program.

Address Match:600 W Germantown Pike Ste 261 Plymouth Meeting, PA

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Address Match:600 W Germantown Pike Plymouth Meeting, PA

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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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