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Legacy Wealth Management, LLC

Company Details

Name: Legacy Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 18 Sep 2018 (6 years ago)
Business ID: 1157328
ZIP code: 39110
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 111 Johnstone DriveMadison, MS 39110

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 841930135 2024-05-09 LEGACY WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6014991971
Plan sponsor’s address 300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS, 39157

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 841930135 2023-05-27 LEGACY WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6014991971
Plan sponsor’s address 300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS, 39157

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 841930135 2022-06-01 LEGACY WEALTH MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6014991971
Plan sponsor’s address 300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS, 39157

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 841930135 2021-06-16 LEGACY WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6014991971
Plan sponsor’s address 300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS, 39157

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-06-16
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

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

Manager

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

Member

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

Filings

Type Status Filed Date Description
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

Date of last update: 16 Jan 2025

Sources: Mississippi Secretary of State