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Legacy Wealth Management, LLC

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Company Details

Name: Legacy Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 18 Sep 2018 (7 years ago)
Business ID: 1157328
ZIP code: 39110
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 3480 Hwy 22Madison, MS 39110

Agent

Name Role Address
Charles R Bell Jr Agent 111 Johnstone Drive, Madison, MS 39110

Organizer

Name Role Address
Gregory M Johnston Organizer P.O. Box 1691, Madison, MS 39130

Member

Name Role Address
Todd Booloes Member 1007 Mission Park Drive, Vicksburg, MS 39180

Manager

Name Role Address
Charles Ross Bell Jr Manager 3480 Hwy 22, Madison, MS 39110

Form 5500 Series

Employer Identification Number (EIN):
841930135
Plan Year:
2024
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-03-03 Annual Report For Legacy Wealth Management, LLC
Annual Report LLC Filed 2024-01-22 Annual Report For Legacy Wealth Management, LLC
Annual Report LLC Filed 2023-01-23 Annual Report For Legacy Wealth Management, LLC
Annual Report LLC Filed 2022-02-03 Annual Report For Legacy Wealth Management, LLC
Annual Report LLC Filed 2021-02-18 Annual Report For Legacy Wealth Management, LLC
Annual Report LLC Filed 2020-03-24 Annual Report For Legacy Wealth Management, LLC
Annual Report LLC Filed 2019-04-02 Annual Report For Legacy Wealth Management, LLC
Formation Form Filed 2018-09-18 Formation For Legacy Wealth Management, LLC

USAspending Awards / Financial Assistance

Date:
2020-05-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-36800.00
Total Face Value Of Loan:
0.00

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Date of last update: 06 Jul 2025

Sources: Company Profile on Mississippi Secretary of State Website