Legacy Asset Management, Inc.
Texas
Registered In
06/09/1998
Incorp. Date
Company Summary
Legacy Asset Management, Inc. at 3411 Richmond Ave STE 750, Houston, Tx 77046 lists Joseph R Birkofer of Houston, TX and Richard E Kaplan of Bellaire, TX.
Overview
Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
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Joseph R Brikofer
Registered Agent
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3411 RICHMOND AVE STE 750, HOUSTON, TX 77046
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Joseph R Birkofer
President
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2336 DUNSTAN, HOUSTON, TX 77005
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Richard E Kaplan
Vice President
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4534 OLEANDER ST, BELLAIRE, TX 77401
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Richard E Kaplan
Director
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4534 OLEANDER ST, BELLAIRE, TX 77401
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Joseph R Birkofer
Director
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2336 DUNSTAN, HOUSTON, TX 77005
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Richard E Kaplan
Secretary
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4534 OLEANDER ST, BELLAIRE, TX 77401
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Map & Locations
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3411 RICHMOND AVE STE 750, HOUSTON, TX 77046
View Map
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Financials
Financial Information for Legacy Asset Management, Inc.
Form 5500
LEGACY ASSET MANAGEMENT, INC.
3411 Richmond Ave, Suite 750, Houston, Tx 77046 (713) 355-7171 EIN:76-0574055 Plan Admin:Joseph Birkofer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,244,397 / $1,105,848 | 2022 | LEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $1,244,397 / $1,105,848 |
| 2021 | Plan NameLEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$996,702 / $1,244,397 | 2021 | LEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 8 / 11 | $996,702 / $1,244,397 |
| 2020 | Plan NameLEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 7 Assets BOY/EOY$1,233,353 / $996,702 | 2020 | LEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 11 / 7 | $1,233,353 / $996,702 |
| 2019 | Plan NameLEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$930,568 / $1,233,353 | 2019 | LEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 12 / 11 | $930,568 / $1,233,353 |
Benefit & Retirement Plans based on Form 5500.
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Person/City Match:Richard E Kaplan - Bellaire, TX
|
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|
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|
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Sources
The following government agencies have contributed data:
• Texas Comptroller of Public Accounts • U.S. Department of Labor
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