| Entity Name: | LEGACY ADVISORS,INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
LEGACY ADVISORS,INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation 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: | 13 Apr 2010 (15 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 23 Aug 2013 (12 years ago) |
| Document Number: | P10000031898 |
| FEI/EIN Number |
272344729
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1601 Belvedere Rd., South Tower, WEST PALM BEACH, FL, 33406, US |
| Mail Address: | 1601 Belvedere Rd., South Tower, WEST PALM BEACH, FL, 33406, US |
| ZIP code: | 33406 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY ADVISORS INC 401K PLAN | 2023 | 272344729 | 2024-04-17 | LEGACY ADVISORS INC | 5 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-17 |
| Name of individual signing | MICHAEL MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613104905 |
| Plan sponsor’s address | 1601 BELVADERE ROAD, SUITE 305S, WEST PALM BEACH, FL, 33406 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-19 |
| Name of individual signing | MICHAEL MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613104905 |
| Plan sponsor’s address | 1601 BELVADERE ROAD, SUITE 305S, WEST PALM BEACH, FL, 33406 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-25 |
| Name of individual signing | MICHAEL MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613104905 |
| Plan sponsor’s address | 1601 BELVADERE ROAD, SUITE 305S, WEST PALM BEACH, FL, 33406 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-04 |
| Name of individual signing | MICHAEL MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-06-04 |
| Name of individual signing | LEGACY ADVISORS, INC. |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613104905 |
| Plan sponsor’s address | 1601 BELVADERE ROAD, SUITE 305S, WEST PALM BEACH, FL, 33406 |
Signature of
| Role | Plan administrator |
| Date | 2020-06-17 |
| Name of individual signing | MICHAEL MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-06-17 |
| Name of individual signing | MICHAEL MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| MARTIN MICHAEL A | President | 172 Bent Tree Dr., PALM BEACH GARDENS, FL, 33418 |
| Martin Katherine | Vice President | 172 Bent Tree Dr., Palm Beach Gardens, FL, 33418 |
| MARTIN MICHAEL A | Agent | 172 Bent Tree Dr., Palm Beach Gardens, FL, 33418 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2019-01-30 | 1601 Belvedere Rd., South Tower, 305-S, WEST PALM BEACH, FL 33406 | - |
| CHANGE OF MAILING ADDRESS | 2019-01-30 | 1601 Belvedere Rd., South Tower, 305-S, WEST PALM BEACH, FL 33406 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2015-01-12 | 172 Bent Tree Dr., Palm Beach Gardens, FL 33418 | - |
| NAME CHANGE AMENDMENT | 2013-08-23 | LEGACY ADVISORS,INC. | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-28 |
| ANNUAL REPORT | 2024-01-11 |
| ANNUAL REPORT | 2023-01-30 |
| ANNUAL REPORT | 2022-01-25 |
| ANNUAL REPORT | 2021-01-12 |
| ANNUAL REPORT | 2020-01-16 |
| ANNUAL REPORT | 2019-01-30 |
| ANNUAL REPORT | 2018-01-22 |
| ANNUAL REPORT | 2017-02-09 |
| ANNUAL REPORT | 2016-01-25 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6058278502 | 2021-03-02 | 0455 | PPS | 1601 Belvedere Rd Ste 305S, West Palm Beach, FL, 33406-1518 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 03 Apr 2025
Sources: Florida Department of State
