| Name: | CORNERSTONE LEGACY ADVISORS, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 05 Mar 2020 (5 years ago) (Companies founded in March 2020) |
| Entity Number: | 000-625-373 |
| Register Number: | 000625373 |
| ZIP code: | 35976 (Companies in Marshall, 35976) |
| County: | Marshall |
| Place of Formation: | Marshall County |
| Registered Office Street Address: | 429 GUNTER AVE STE A, STE AGUNTERSVILLE, AL 35976 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORNERSTONE LEGACY ADVISORS LLC 401K PS PLAN | 2023 | 845044818 | 2024-05-21 | CORNERSTONE LEGACY ADVISORS, LLC | 4 | |||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-21 |
| Name of individual signing | KERRY M CHATHAM |
| Role | Employer/plan sponsor |
| Date | 2024-05-21 |
| Name of individual signing | KERRY M CHATHAM |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2562021200 |
| Plan sponsor’s address | 429 GUNTER AVE STE A, GUNTERSVILLE, AL, 35976 |
Plan administrator’s name and address
| Administrator’s EIN | 845044818 |
| Plan administrator’s name | CORNERSTONE LEGACY ADVISORS, LLC |
| Plan administrator’s address | 429 GUNTER AVE STE A, GUNTERSVILLE, AL, 35976 |
| Administrator’s telephone number | 2562021200 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-22 |
| Name of individual signing | KERRY CHATHAM |
| Name | Role |
|---|---|
| CHATHAM, KERRY M CHATHAM | Agent |
Date of last update: 15 Aug 2024
Sources: Alabama Secretary of State
