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Legacy Investments and FInancial Planning, LLC

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Company Details

Name: Legacy Investments and FInancial Planning, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 17 Feb 2012 (13 years ago)
Business ID: 996227
ZIP code: 39648
County: Pike
State of Incorporation: MISSISSIPPI
Principal Office Address: 120 COMMERCE ST., 120 COMMERCE ST.MCCOMB, MS 39648

Agent

Name Role Address
Stone, James L, III Agent 120 Commerce Street, McComb, MS 39648

Member

Name Role Address
JAMES L STONE III Member 120 COMMERCE STREET, MCCOMB, MS 39648

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-07 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2024-05-09 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2023-01-20 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2022-03-08 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2021-01-07 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2020-03-09 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2019-06-26 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2018-02-02 Annual Report For Legacy Investments and FInancial Planning, LLC
Annual Report LLC Filed 2017-09-14 Annual Report For Legacy Investments and FInancial Planning, LLC
Notice to Dissolve/Revoke Filed 2017-09-06 Notice to Dissolve/Revoke

USAspending Awards / Financial Assistance

Date:
2020-04-15
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:
16700.00
Total Face Value Of Loan:
16700.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$16,700
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$16,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$16,902.72
Servicing Lender:
Bank of Franklin
Use of Proceeds:
Payroll: $16,700

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Date of last update: 29 Jun 2025

Sources: Company Profile on Mississippi Secretary of State Website