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CORNERSTONE LEGACY ADVISORS, LLC

Details

Name: CORNERSTONE LEGACY ADVISORS, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 05 Mar 2020 (5 years ago)
Entity Number: 000-625-373
Register Number: 000625373
County: Marshall
Place of Formation: Marshall County
Registered Office Street Address: 429 GUNTER AVE STE A, STE AGUNTERSVILLE, AL 35976
Registered Office Street Address ZIP Code: 35976

form 5500

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
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

Signature of

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
CORNERSTONE LEGACY ADVISORS, LLC 401(K) P/S PLAN 2022 845044818 2023-06-22 CORNERSTONE LEGACY ADVISORS, LLC 3
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

Agent

Name Role
CHATHAM, KERRY M CHATHAM Agent

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State