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LEGACY CAPITAL ADVISORS, LLC

Company Details

Entity Name: LEGACY CAPITAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 06 Aug 2013 (12 years ago)
Last Event: LC DISSOCIATION MEM
Event Date Filed: 09 Jan 2017 (8 years ago)
Document Number: L13000111045
FEI/EIN Number 46-3229728
Address: 801 Laurel Oak Drive, Naples, FL, 34108, US
Mail Address: 801 Laurel Oak Drive, Naples, FL, 34108, US
ZIP code: 34108
County: Collier
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY CAPITAL ADVISORS, LLC RETIREMENT TRUST 2019 463229728 2020-12-22 LEGACY CAPITAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523110
Sponsor’s telephone number 3124168440
Plan sponsor’s address 801 LAUREL OAK DRIVE, SUITE 405, NAPLES, FL, 34108
LEGACY CAPITAL ADVISORS, LLC RETIREMENT TRUST 2019 463229728 2020-06-30 LEGACY CAPITAL ADVISORS, LLC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523110
Sponsor’s telephone number 3122423161
Plan sponsor’s address 999 VANDERBILT BEACH RD STE 200, NAPLES, FL, 34108
LEGACY CAPITAL ADVISORS, LLC RETIREMENT TRUST 2018 463229728 2019-04-29 LEGACY CAPITAL ADVISORS, LLC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523110
Sponsor’s telephone number 3122423161
Plan sponsor’s address 999 VANDERBILT BEACH RD STE 200, NAPLES, FL, 34108

Agent

Name Role Address
Keuper Kevin RMgng. D Agent 801 Laurel Oak Drive, Naples, FL, 34108

Manager

Name Role Address
Keuper Kevin RMgng. D Manager 801 Laurel Oak Drive, Naples, FL, 34108

Auth

Name Role Address
Winters Patrick JMgng. D Auth 801 Laurel Oak Drive, Naples, FL, 34108

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-10 801 Laurel Oak Drive, Suite 405, Naples, FL 34108 No data
CHANGE OF MAILING ADDRESS 2020-01-10 801 Laurel Oak Drive, Suite 405, Naples, FL 34108 No data
REGISTERED AGENT ADDRESS CHANGED 2020-01-10 801 Laurel Oak Drive, Suite 405, Naples, FL 34108 No data
LC DISSOCIATION MEM 2017-01-09 No data No data
REGISTERED AGENT NAME CHANGED 2017-01-04 Keuper, Kevin R, Mgng. Dir. No data
LC AMENDMENT 2013-09-30 No data No data
LC AMENDMENT 2013-08-19 No data No data

Documents

Name Date
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-07
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-01-10
ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2018-01-02
CORLCDSMEM 2017-01-09
ANNUAL REPORT 2017-01-04
ANNUAL REPORT 2016-01-22

Date of last update: 02 Feb 2025

Sources: Florida Department of State