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LEGACY WEALTH MANAGEMENT

Contents

  • 1. Company Details
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  • 8. LEI Data (0)
  • 9. Form 5500 (8)
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Company Details

Name: LEGACY WEALTH MANAGEMENT
Jurisdiction: Alaska
Legal type: Business Name Registration
Status: Active Name
Date of registration: 31 Jan 2022 (3 years ago)
Expiration date: 31 Dec 2026
Entity Number: 10185629
ZIP code: 99611
County: Kenai Peninsula
Place of Formation: ALASKA
Address: 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK 99611

Officers

Name Role
LWM WEALTH MANAGEMENT INC. Owner

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2021 464041436 2022-10-03 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing ROY WELLS SR
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2021 464041436 2022-10-03 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing ROY WELLS SR
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2020 464041436 2021-07-29 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing MARK A. GRIFFIN
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2019 464041436 2020-06-25 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2020-06-25
Name of individual signing MARK A. GRIFFIN
Role Employer/plan sponsor
Date 2020-06-25
Name of individual signing MARK A. GRIFFIN
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2018 464041436 2019-05-28 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY, SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2019-05-28
Name of individual signing ROY A. WELLS
Role Employer/plan sponsor
Date 2019-05-28
Name of individual signing ROY A. WELLS
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2017 464041436 2018-07-18 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY., SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing ROY A. WELLS
Role Employer/plan sponsor
Date 2018-07-18
Name of individual signing LEGACY WEALTH MANAGEMENT
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2016 464041436 2017-04-11 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY., SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2017-04-11
Name of individual signing ROY A. WELLS
Role Employer/plan sponsor
Date 2017-04-11
Name of individual signing ROY A. WELLS
LEGACY WEALTH MANAGEMENT 401(K) PLAN 2015 464041436 2016-07-29 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Sponsor LEGACY WEALTH MANAGEMENT
Business code 523900
Sponsor’s telephone number 9072835646
Plan sponsor’s address 10735 KENAI SPUR HWY., SUITE 3, KENAI, AK, 99611

Signature of
Role Plan administrator
Date 2016-07-29
Name of individual signing ROY A. WELLS
Role Employer/plan sponsor
Date 2016-07-29
Name of individual signing ROY A. WELLS

Date of last update: 25 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development

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