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LEGACY INSURANCE SOLUTIONS, LLC - Florida Company Profile

Headquarter

Company Details

Entity Name: LEGACY INSURANCE SOLUTIONS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LEGACY INSURANCE SOLUTIONS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 20 Dec 2010 (14 years ago)
Document Number: L10000129317
FEI/EIN Number 274300601

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1414 Piedmont Drive East, Suite 200, TALLAHASSEE, FL, 32308-7967, US
Mail Address: 1414 Piedmont Drive East, Suite 200, TALLAHASSEE, FL, 32308-7967, US
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of LEGACY INSURANCE SOLUTIONS, LLC, NEW YORK 7475935 NEW YORK
Headquarter of LEGACY INSURANCE SOLUTIONS, LLC, IDAHO 3387421 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2023 274300601 2024-04-01 LEGACY INSURANCE SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1414 PIEDMONT DRIVE E, STE 200, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2024-04-01
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-01
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2022 274300601 2023-03-22 LEGACY INSURANCE SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1414 PIEDMONT DRIVE E, STE 200, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2023-03-22
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-22
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2021 274300601 2022-03-08 LEGACY INSURANCE SOLUTIONS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1414 PIEDMONT DRIVE E, STE 200, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2022-03-08
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-08
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2020 274300601 2021-04-08 LEGACY INSURANCE SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1414 PIEDMONT DRIVE E, STE 200, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2021-04-08
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-08
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2019 274300601 2020-04-03 LEGACY INSURANCE SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1410 PIEDMONT DR E 2ND FL, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2020-04-03
Name of individual signing BRANDT SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-03
Name of individual signing BRANDT SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2018 274300601 2019-03-11 LEGACY INSURANCE SOLUTIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1410 PIEDMONT DR E 2ND FL, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2019-03-11
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-11
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2017 274300601 2018-07-11 LEGACY INSURANCE SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1410 PIEDMONT DR E 2ND FL, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2018-07-11
Name of individual signing BRANDTL SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-11
Name of individual signing BRANDTL SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2016 274300601 2017-03-14 LEGACY INSURANCE SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1410 PIEDMONT DR E 2ND FL, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2017-03-14
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-14
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2015 274300601 2016-04-19 LEGACY INSURANCE SOLUTIONS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1410 PIEDMONT DR E 2ND FL, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2016-04-19
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-19
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
LEGACY INSURANCE SOLUTIONS 401(K) AND PROFIT SHARING PLAN 2014 274300601 2015-09-11 LEGACY INSURANCE SOLUTIONS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 8508942333
Plan sponsor’s address 1410 PIEDMONT DR E 2ND FL, TALLAHASSEE, FL, 323087942

Signature of
Role Plan administrator
Date 2015-09-11
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-11
Name of individual signing BRANDTLY SHAPIRO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SHAPIRO WADE R Managing Member 1205 Smoke Rise Ln, TALLAHASSEE, FL, 32317
SHAPIRO BRANDTLY H Managing Member 128 W Bay Cedar Circle, Jupiter, FL, 33458
SHAPIRO brandtly h Agent 1414 Piedmont Drive East, TALLAHASSEE, FL, 323087967

Events

Event Type Filed Date Value Description
LC VOLUNTARY DISSOLUTION 2025-03-24 - -
REGISTERED AGENT NAME CHANGED 2024-02-04 SHAPIRO, brandtly h -
CHANGE OF PRINCIPAL ADDRESS 2021-01-10 1414 Piedmont Drive East, Suite 200, TALLAHASSEE, FL 32308-7967 -
CHANGE OF MAILING ADDRESS 2021-01-10 1414 Piedmont Drive East, Suite 200, TALLAHASSEE, FL 32308-7967 -
REGISTERED AGENT ADDRESS CHANGED 2021-01-10 1414 Piedmont Drive East, Suite 200, TALLAHASSEE, FL 32308-7967 -

Documents

Name Date
ANNUAL REPORT 2024-02-04
ANNUAL REPORT 2023-04-09
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-10
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-29
ANNUAL REPORT 2015-01-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3078587204 2020-04-16 0491 PPP 1410 PIEDMONT DR E FLOOR 2, TALLAHASSEE, FL, 32308-7942
Loan Status Date 2021-02-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 95459
Loan Approval Amount (current) 95459
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TALLAHASSEE, LEON, FL, 32308-7942
Project Congressional District FL-02
Number of Employees 10
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 96112.83
Forgiveness Paid Date 2020-12-30

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SHAPIRO BRANDTLY H

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Companies related by address

No other companies in our directory share the same address as LEGACY INSURANCE SOLUTIONS, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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