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LEGACY MANAGEMENT, LLC

Details

Name: LEGACY MANAGEMENT, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 23 Apr 2019 (6 years ago) (Companies founded in April 2019)
Entity Number: 000-574-030
Register Number: 000574030
ZIP code: 35004 (Companies in Saint Clair, 35004)
County: Saint Clair
Place of Formation: Saint Clair County
Registered Office Street Address: 3014 WASHINGTON CIRCLEMOODY, AL 35004

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY MANAGEMENT 401(K) PLAN 2023 834246996 2024-05-14 LEGACY MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 722511
Sponsor’s telephone number 2056997875
Plan sponsor’s address 6200 GRAND RIVER BLVD E, STE 354, LEEDS, AL, 35094

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-14
Name of individual signing QIAN LIU
LEGACY MANAGEMENT, LLC 401(K) PLAN 2023 854370303 2024-04-18 LEGACY MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 551112
Sponsor’s telephone number 7066814287
Plan sponsor’s address 590 WEBSTER ROAD, AUBURN, AL, 36832
LEGACY MANAGEMENT, LLC 401(K) PLAN 2022 854370303 2023-10-09 LEGACY MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 551112
Sponsor’s telephone number 7066814287
Plan sponsor’s address 590 WEBSTER ROAD, AUBURN, AL, 36832
LEGACY MANAGEMENT 401(K) PLAN 2022 834246996 2023-05-27 LEGACY MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 722511
Sponsor’s telephone number 2056997875
Plan sponsor’s address 6200 GRAND RIVER BLVD E, STE 354, LEEDS, AL, 35094

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
LEGACY MANAGEMENT 401(K) PLAN 2021 834246996 2022-05-19 LEGACY MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 722511
Sponsor’s telephone number 2056997875
Plan sponsor’s address 6200 GRAND RIVER BLVD E, STE 354, LEEDS, AL, 35094

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
LEGACY MANAGEMENT 401(K) PLAN 2020 834246996 2021-07-16 LEGACY MANAGEMENT 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 722511
Sponsor’s telephone number 2056997875
Plan sponsor’s address 6200 GRAND RIVER BLVD E, STE 354, LEEDS, AL, 35094

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing CAROL HO

Organizer

Name Role Address
LEONARD, ASTRID Organizer 3014 WASHINGTON CIRCLEMOODY, AL 35004
GUYTON, BRIAN Organizer 3104 WASHINGTON CIRCLEMOODY, AL 35004

Agent

Name Role Address
LEONARD, ASTRID Agent 3014 WASHINGTON CIRCLEMOODY, AL 35004

Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State