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  5. Legacy Wealth Planners LLC

Legacy Wealth Planners LLC

Company Details

Name: Legacy Wealth Planners LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 24 May 2019 (6 years ago)
Entity Number: 20191434605
ZIP code: 80907
County: El Paso County
Place of Formation: COLORADO
Principal Address: 2510 N Cascade Ave Ste 120 Colorado Springs CO 80907 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2023 842260654 2024-01-19 LEGACY WEALTH PLANNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 2510 N. CASCADE AVE, SUITE 120, COLORADO SPRINGS, CO, 80907

Signature of
Role Plan administrator
Date 2024-01-19
Name of individual signing TRACY THORNLOW
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2022 842260654 2023-05-30 LEGACY WEALTH PLANNERS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 2510 N. CASCADE AVE, SUITE 120, COLORADO SPRINGS, CO, 80907

Signature of
Role Plan administrator
Date 2023-05-30
Name of individual signing TRACY THORNLOW
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2021 842260654 2022-08-11 LEGACY WEALTH PLANNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 2510 N. CASCADE AVE, SUITE 120, COLORADO SPRINGS, CO, 80907

Signature of
Role Plan administrator
Date 2022-08-11
Name of individual signing TRACY THORNLOW
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2020 454871395 2021-08-09 LEGACY WEALTH PLANNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 2510 N. CASCADE AVE, SUITE 120, COLORADO SPRINGS, CO, 80907

Signature of
Role Plan administrator
Date 2021-08-09
Name of individual signing TRACY THORNLOW
Valid signature Filed with authorized/valid electronic signature
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2019 454871395 2020-07-20 LEGACY WEALTH PLANNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 5755 MARK DABLING BLVD, SUITE 244, COLORADO SPRINGS, CO, 80919
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2018 454871395 2019-10-10 LEGACY WEALTH PLANNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 5755 MARK DABLING BLVD, SUITE 244, COLORADO SPRINGS, CO, 80919
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2017 203832942 2018-06-25 LEGACY WEALTH PLANNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 5755 MARK DABLING BLVD, SUITE 244, COLORADO SPRINGS, CO, 80919
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2016 203832942 2018-09-26 LEGACY WEALTH PLANNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 5755 MARK DABLING BLVD, SUITE 244, COLORADO SPRINGS, CO, 80919
LEGACY WEALTH PLANNERS 401(K) PROFIT SHARING PLAN 2016 203832942 2017-07-17 LEGACY WEALTH PLANNERS 4
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 7196233551
Plan sponsor’s address 5755 MARK DABLING BLVD, SUITE 244, COLORADO SPRINGS, CO, 80919

Agent

Name Role Address
Lacey Jordan Agent 2510 N Cascade Ave Ste 120 Colorado Springs CO 80907 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241469531 File Report 2024-04-25 2024-04-25 No data Principal address changed, Change in registered agent information
20231493115 File Report 2023-05-04 2023-05-04 No data Principal address changed, Change in registered agent information
20221467015 File Report 2022-05-05 2022-05-05 No data No data
20211386602 File Report 2021-04-23 2021-04-23 No data No data
20201670427 File Report 2020-08-01 2020-08-01 No data No data
20201653676 Statement of Change Changing the Registered Agent Information 2020-07-28 2020-07-28 No data Registered agent information changed;Removed agent mailing address;
20201310209 Statement of Change Changing the Principal Office Address 2020-04-02 2020-04-02 No data Removed entity mailing address;Principal address changed;
20191434605 Form a Limited Liability Company (LLC) 2019-05-24 2019-05-24 Legacy Wealth Planners LLC No data

Related by officers

Lacey Jordan

2 Ladies LLC Jordan Financial Planning LLC

Related by address

2510 N Cascade Ave Ste 120 Colorado Springs CO 80907 US

2 Ladies LLC Jordan Financial Planning LLC TT Financial LLC

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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