Petersen Legacy Advisors, Inc.

Virginia Beach, VA

Virginia

Registered In

11/25/2019

Incorp. Date

Company Summary

Petersen Legacy Advisors, Inc. at 2701 Ashbys Bridge Ct, Virginia Beach, Va 23456 lists Eleanor Petersen and David Petersen as the associates.

Overview

Registered In

Virginia

Incorporation Date

11/25/2019

Company Type

Corp

Status

Inactive

Registration Type

Domestic

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People

David Petersen Registered Agent	4209 ARCHSTONE DR, VIRGINIA BEACH, VA 23456
Eleanor Petersen
David Petersen

Map & Locations

2701 ASHBYS BRIDGE CT, VIRGINIA BEACH, VA 23456 View Map

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Financials

Financial Information for Petersen Legacy Advisors, Inc.

Form 5500

PETERSEN LEGACY ADVISORS, INC.

2701 Ashbys Bridge Ct, Virginia Beach, Va 23456 (571) 332-5105 EIN:84-3792301 Plan Admin:David Petersen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$0 / $0	2022	PETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 0	$0 / $0
2021	Plan NamePETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2021	PETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2020	Plan NamePETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2020	PETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0
2019	Plan NamePETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2019	PETERSEN LEGACY ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor