| Name: | LEGACY WEALTH STRATEGIES, LLC |
| Jurisdiction: | Kentucky |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Inactive |
| Standing: | Bad |
| File Date: | 18 Apr 2005 (20 years ago) |
| Organization Date: | 18 Apr 2005 (20 years ago) |
| Organization Number: | 0611112 |
| Primary County: | Jefferson |
| Place of Formation: | KENTUCKY |
| Managed By: | Managers |
| Principal Office: | 6010 BROWNSBORO PARK BLVD., SUITE A, LOUISVILLE, KY 40207 |
| Principal Office ZIP code: | 40207 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY WEALTH STRATEGIES CBS BENEFIT PLAN | 2022 | 850739394 | 2023-12-27 | LEGACY WEALTH STRATEGIES | 4 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5022923133 |
| Plan sponsor’s address | 9400 WILLIAMSBURG PLAZA, STE 340, LOUISVILLE, KY, 40241 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2022-12-29 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5022923133 |
| Plan sponsor’s address | 9400 WILLIAMSBURG PLAZA, STE340, LOUISVILLE, KY, 40241 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2021-12-14 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| MARC A. CLICK | Registered Agent |
| Name | Role |
|---|---|
| MARC A. CLICK | Organizer |
| Name | File Date |
|---|---|
| Administrative Dissolution Return | 2006-11-30 |
| Administrative Dissolution | 2006-11-02 |
| Sixty Day Notice Return | 2006-09-20 |
| Principal Office Address Change | 2005-06-10 |
| Articles of Organization | 2005-04-18 |
Date of last update: 11 Nov 2024
Sources: Kentucky Secretary of State
