Legacy Portfolio Management LLC

Boise, ID

Utah

Registered In

09/15/2020

Incorp. Date

Foreign

Registration Type

Idaho

Foreign Jurisdiction

Company Summary

Legacy Portfolio Management LLC at 13965 W Chinden Blvd STE 100, Boise, Id 83713 lists Justin Martin of Centerville, UT.

Justin Martin Registered Agent

839 CAMILLE CIR, CENTERVILLE, UT 84014

13965 W CHINDEN BLVD STE 100, BOISE, ID 83713 View Map

Form 5500

13965 W Chinden Blvd, Suite 100, Boise, Id 83713 (208) 955-0500 EIN:82-3696174 Plan Admin:Andy Rad

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 17 Assets BOY/EOY$490,106 / $548,717	2022	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	14 / 17	$490,106 / $548,717
2021	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$295,738 / $490,106	2021	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	10 / 14	$295,738 / $490,106
2020	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$117,247 / $295,738	2020	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 10	$117,247 / $295,738
2019	Plan NameLEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 8 Assets BOY/EOY$0 / $117,247	2019	LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN - Plan #001	0 / 8	$0 / $117,247

Benefit & Retirement Plans based on Form 5500.

PPP Loans

13965 W Chinden Blvd Ste 100, Boise, ID 83713-1457 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
01/23/2021	Approved$107,599 Forgiven$108,212 LenderIdaho Central CU Jobs13	01/23/2021	$107,599	$108,212	Idaho Central CU	13
04/13/2020	Approved$87,200 Forgiven$88,048 LenderIdaho Central CU Jobs20	04/13/2020	$87,200	$88,048	Idaho Central CU	20

PPP Loans based on Paycheck Protection Program.

Related Business Names:

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Person/City Match:Justin Martin - Centerville, UT

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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration

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