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  5. LEGACY ADVISORS,INC.

LEGACY ADVISORS,INC.

Company Details

Entity Name: LEGACY ADVISORS,INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 13 Apr 2010 (15 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 23 Aug 2013 (11 years ago)
Document Number: P10000031898
FEI/EIN Number 272344729
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

form 5500

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
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 2024-04-17
Name of individual signing MICHAEL MARTIN
Valid signature Filed with authorized/valid electronic signature
LEGACY ADVISORS INC 401K PLAN 2022 272344729 2023-04-19 LEGACY ADVISORS INC 4
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
LEGACY ADVISORS INC 401K PLAN 2021 272344729 2022-07-25 LEGACY ADVISORS INC 4
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
LEGACY ADVISORS INC 401K PLAN 2020 272344729 2021-06-04 LEGACY ADVISORS INC 4
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
LEGACY ADVISORS INC 401K PLAN 2019 272344729 2020-06-17 LEGACY ADVISORS INC 4
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

Agent

Name Role Address
MARTIN MICHAEL A Agent 172 Bent Tree Dr., Palm Beach Gardens, FL, 33418

President

Name Role Address
MARTIN MICHAEL A President 172 Bent Tree Dr., PALM BEACH GARDENS, FL, 33418

Vice President

Name Role Address
Martin Katherine Vice President 172 Bent Tree Dr., Palm Beach Gardens, FL, 33418

Events

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 No data
CHANGE OF MAILING ADDRESS 2019-01-30 1601 Belvedere Rd., South Tower, 305-S, WEST PALM BEACH, FL 33406 No data
REGISTERED AGENT ADDRESS CHANGED 2015-01-12 172 Bent Tree Dr., Palm Beach Gardens, FL 33418 No data
NAME CHANGE AMENDMENT 2013-08-23 LEGACY ADVISORS,INC. No data

Documents

Name Date
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
ANNUAL REPORT 2015-01-12

Related by officers

MARTIN MICHAEL A

AS UNTO HIM...CLEANING SERVICE LLC FOR-WARDS FOUNDATION INC CHE CONCEP T S INC CREATIVE PROJECT CONSULTANTS, INC. KOMINT INC. MM&I MARINE ELECTRONICS INC. DUNRITE BOBCAT SERVICE, INC. ANTIQUES PLUS, L.C. FLORIDA ELITE PROPERTIES, L.L.C. SMALL BUSINESS SOLUTION, INC.

Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Florida Department of State

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