Legacy Retirement Solutions LLC

Brookhaven, PA

Pennsylvania

Registered In

11/17/2010

Incorp. Date

Company Summary

Legacy Retirement Solutions LLC in Brookhaven, PA was registered on 11/17/2010. It is listed at 713 Lincoln Dr, Brookhaven, Pa 19015.

Registered In: Pennsylvania
Incorporation Date: 11/17/2010
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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713 LINCOLN DR, BROOKHAVEN, PA 19015 View Map

Financial Information for Legacy Retirement Solutions LLC

Form 5500

LEGACY RETIREMENT SOLUTIONS, LLC

700 Turner Industrial Way Suite 110, Aston, Pa 19014 (484) 483-1044 EIN:27-3853858 Plan Admin:Michael Prevost

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

Benefit & Retirement Plans based on Form 5500.

PPP Loans

LEGACY RETIREMENT SOLUTIONS LLC

700 Turner Industrial Way Suite 110, Aston, PA 19014 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds

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

PPP Loans based on Paycheck Protection Program.

Address Match:713 Lincoln Dr Brookhaven, 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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