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  5. Legacy Wealth Partners, LLC

Legacy Wealth Partners, LLC

Company Details

Name: Legacy Wealth Partners, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 15 Oct 2009 (15 years ago)
Entity Number: 20091545592
ZIP code: 80228
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 215 Union Blvd Ste 215 Lakewood CO 80228 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2023 454067178 2024-07-29 LEGACY WEALTH PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528280
Plan sponsor’s address 215 UNION BLVD, STE 215, LAKEWOOD, CO, 80228

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing SUSAN G BALDWIN
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2022 454067178 2023-10-06 LEGACY WEALTH PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528280
Plan sponsor’s address 215 UNION BLVD, STE 440, ENGLEWOOD, CO, 80228

Signature of
Role Plan administrator
Date 2023-10-06
Name of individual signing SUSAN BALDWIN
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2021 454067178 2022-09-12 LEGACY WEALTH PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528280
Plan sponsor’s address 9635 MAROON CIRCLE SUITE 440, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing SUSAN BALDWIN
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2020 454067178 2021-09-07 LEGACY WEALTH PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528280
Plan sponsor’s address 6400 SOUTH FIDDLERS GREEN CIRCLE, SUITE 350, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2021-09-07
Name of individual signing SUSAN BALDWIN
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2019 454067178 2020-07-17 LEGACY WEALTH PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528280
Plan sponsor’s address 6400 SOUTH FIDDLERS GREEN CIRCLE, SUITE 350, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2020-07-17
Name of individual signing SUSAN BALDWIN
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2018 454067178 2019-07-12 LEGACY WEALTH PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528280
Plan sponsor’s address 6400 SOUTH FIDDLERS GREEN CIRCLE, SUITE 350, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing PEGGY KRAFT
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2017 454067178 2018-07-16 LEGACY WEALTH PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528190
Plan sponsor’s address 6400 SOUTH FIDDLERS GREEN CIRCLE, SUITE 350, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing SUSAN BALDWIN
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN 2016 454067178 2017-05-05 LEGACY WEALTH PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 7205528190
Plan sponsor’s address 6400 S FIDDLERS GREEN CIR, STE 350, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2017-05-05
Name of individual signing SUSAN BALDWIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Alexander Cameron Agent 215 Union Blvd Ste 215 Lakewood CO 80228 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248046558 File Report 2024-09-26 2024-09-26 No data Principal address changed, Change in registered agent information
20238075881 File Report 2023-10-10 2023-10-10 No data Principal address changed, Change in registered agent information
20228275729 File Report 2022-12-28 2022-12-28 No data Principal address changed, Change in registered agent information
20228227889 Statement of Change Regarding Resignation or Other Termination of Registered Agent 2022-12-19 2022-12-19 No data Registered agent resigned;
20228227929 Statement of Change Changing the Principal Office Address 2022-12-19 2022-12-19 No data Principal address changed;
20221250123 Statement of Change Changing the Registered Agent Information 2022-03-07 2022-03-07 No data Registered agent information changed;
20221105027 Statement of Change Changing the Principal Office Address 2022-01-27 2022-01-27 No data Principal address changed;
20211954025 File Report 2021-10-19 2021-10-19 No data No data
20201813355 File Report 2020-09-23 2020-09-23 No data Removed agent mailing address;
20191778314 File Report 2019-09-26 2019-09-26 No data No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7640407007 2020-04-07 0811 PPP 6400 S. FIDDLERS GREEN CIR STE 350, GREENWOOD VILLAGE, CO, 80111-3973
Loan Status Date 2021-06-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 180200
Loan Approval Amount (current) 180200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15596
Servicing Lender Name FirstBank
Servicing Lender Address 10403 W Colfax Ave, LAKEWOOD, CO, 80215-3811
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address GREENWOOD VILLAGE, ARAPAHOE, CO, 80111-3973
Project Congressional District CO-06
Number of Employees 9
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 15596
Originating Lender Name FirstBank
Originating Lender Address LAKEWOOD, CO
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 182132.14
Forgiveness Paid Date 2021-05-10

Related by officers

Alexander Cameron

THE MEADOW RUN HOMEOWNERS ASSOCIATION Alexander Cameron, Inc. Owens LLC

Related by address

No related companies by address

Date of last update: 10 Mar 2025

Sources: Colorado's Secretary of State

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