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  5. LEGACY WEALTH MANAGEMENT, INC.

LEGACY WEALTH MANAGEMENT, INC.

Company Details

Entity Name: LEGACY WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 01 Apr 1997 (28 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 25 Oct 2004 (20 years ago)
Document Number: P97000029124
FEI/EIN Number 650732128
Address: 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324
Mail Address: 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324
ZIP code: 33324
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY WEALTH MANAGEMENT, INC 401(K) PLAN 2023 650732128 2024-05-03 LEGACY WEALTH MANAGEMENT, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 S. PINE ISLAND ROAD SUITE 300, PLANTATION, FL, 33324
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2022 650732128 2023-07-24 LEGACY WEALTH MANAGEMENT, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2021 650732128 2022-07-11 LEGACY WEALTH MANAGEMENT, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2020 650732128 2021-06-02 LEGACY WEALTH MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2019 650732128 2020-08-04 LEGACY WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2018 650732128 2019-06-26 LEGACY WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2017 650732128 2018-06-12 LEGACY WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2016 650732128 2017-09-20 LEGACY WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2015 650732128 2016-10-03 LEGACY WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100
LEGACY WEALTH MANAGEMENT, INC. 401K PLAN PLAN 2014 650732128 2015-10-05 LEGACY WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-03-05
Business code 524210
Sponsor’s telephone number 9544747100
Plan sponsor’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028

Plan administrator’s name and address
Administrator’s EIN 650732128
Plan administrator’s name LEGACY WEALTH MANAGEMENT, INC.
Plan administrator’s address 1250 SOUTH PINE ISLAND RD., STE 350, PLANTATION, FL, 333244028
Administrator’s telephone number 9544747100

Signature of
Role Plan administrator
Date 2015-10-05
Name of individual signing TONY DUBOSE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DUBOSE TONY E Agent 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324

President

Name Role Address
DUBOSE TONY E President 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324

Manager

Name Role Address
DUBOSE TONY E Manager 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000080380 FIDUCIARY RETIREMENT PLAN ADVISORS EXPIRED 2017-07-27 2022-12-31 No data 1250 SOUTH PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324
G14000004196 LEGACY RETIREMENT PLAN ADVISORS EXPIRED 2014-01-13 2024-12-31 No data 1250 S PINE ISLAND RD, STE 350, PLANTATION, FL, 33324

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2011-01-07 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL 33324 No data
CHANGE OF PRINCIPAL ADDRESS 2010-07-01 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL 33324 No data
CHANGE OF MAILING ADDRESS 2010-07-01 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL 33324 No data
NAME CHANGE AMENDMENT 2004-10-25 LEGACY WEALTH MANAGEMENT, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-01-26
ANNUAL REPORT 2023-01-22
ANNUAL REPORT 2022-01-23
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-23
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-14

Related by officers

DUBOSE TONY E

LEGACY BENEFITS GROUP, INC.

Related by address

1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324

LEGACY BENEFITS GROUP, INC.

1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324

LEGACY BENEFITS GROUP, INC.

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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