Legacy Retirement Solutions LLC in Brookhaven, PA was registered on 11/17/2010. It is listed at 713 Lincoln Dr, Brookhaven, Pa 19015.
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713 LINCOLN DR, BROOKHAVEN, PA 19015
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$259,886 / $524,375 | 2023 | LEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $259,886 / $524,375 |
| 2022 | Plan NameLEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$127,390 / $259,886 | 2022 | LEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $127,390 / $259,886 |
| 2021 | Plan NameLEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$6,094 / $127,390 | 2021 | LEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 8 | $6,094 / $127,390 |
| 2020 | Plan NameLEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $6,094 | 2020 | LEGACY RETIREMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $0 / $6,094 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$103,100 Forgiven$104,111 LenderCitizens Bank, National Association Jobs7 | 04/15/2020 | $103,100 | $104,111 | Citizens Bank, National Association | 7 |
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