Entity Number 10185629
Status Active Name
NameLEGACY WEALTH MANAGEMENT
Date of registration 31 Jan 2022 (3 years ago) 31 Jan 2022
Expiration date 31 Dec 2026
Legal typeBusiness Name Registration
Place of FormationALASKA
Address 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK 99611
Address ZIP code 99611
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2021
464041436
2022-10-03
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-03 |
| Name of individual signing | ROY WELLS SR |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2021
464041436
2022-10-03
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-03 |
| Name of individual signing | ROY WELLS SR |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2020
464041436
2021-07-29
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-29 |
| Name of individual signing | MARK A. GRIFFIN |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2019
464041436
2020-06-25
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2020-06-25 |
| Name of individual signing | MARK A. GRIFFIN |
| Role | Employer/plan sponsor |
| Date | 2020-06-25 |
| Name of individual signing | MARK A. GRIFFIN |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2018
464041436
2019-05-28
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2019-05-28 |
| Name of individual signing | ROY A. WELLS |
| Role | Employer/plan sponsor |
| Date | 2019-05-28 |
| Name of individual signing | ROY A. WELLS |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2017
464041436
2018-07-18
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY., SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-18 |
| Name of individual signing | ROY A. WELLS |
| Role | Employer/plan sponsor |
| Date | 2018-07-18 |
| Name of individual signing | LEGACY WEALTH MANAGEMENT |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2016
464041436
2017-04-11
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY., SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2017-04-11 |
| Name of individual signing | ROY A. WELLS |
| Role | Employer/plan sponsor |
| Date | 2017-04-11 |
| Name of individual signing | ROY A. WELLS |
LEGACY WEALTH MANAGEMENT 401(K) PLAN
2015
464041436
2016-07-29
LEGACY WEALTH MANAGEMENT
3
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9072835646 |
| Plan sponsor’s address | 10735 KENAI SPUR HWY., SUITE 3, KENAI, AK, 99611 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-29 |
| Name of individual signing | ROY A. WELLS |
| Role | Employer/plan sponsor |
| Date | 2016-07-29 |
| Name of individual signing | ROY A. WELLS |
LWM WEALTH MANAGEMENT INC.
Owner
Date of last update: 26 Aug 2024
Sources
