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Legacy Insurance Partners LLC

Company Details

Name: Legacy Insurance Partners LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 27 Nov 2019 (5 years ago)
Entity Number: 20191942285
ZIP code: 80124
County: Douglas County
Place of Formation: COLORADO
Principal Address: 8375 Willow St Suite 300 Lone Tree CO 80124 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY INSURANCE LLC 401(K) PLAN 2023 843993538 2024-07-22 LEGACY INSURANCE PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 524290
Sponsor’s telephone number 7203363341
Plan sponsor’s address 8375 S. WILLOW ST., STE. 300, LONE TREE, CO, 80124

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing CHRIS HORNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Jonnelle Marie Anderson Agent 10414 Carriage Club Dr Lone Tree CO 80124 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248138998 File Report 2024-10-24 2024-10-24 No data Principal address changed, Change in registered agent information
20238123005 File Report 2023-10-24 2023-10-24 No data Principal address changed, Change in registered agent information
20228063101 File Report 2022-10-27 2022-10-27 No data Change in registered agent information
20211930228 File Report 2021-10-07 2021-10-07 No data Removed agent mailing address;
20211719178 Statement of Correction Correcting the Principal Office Address 2021-08-03 2021-08-03 No data Removed entity mailing address;Principal address corrected;
20211118800 File Report 2021-02-02 2021-02-02 No data No data
20191942285 Form a Limited Liability Company (LLC) 2019-11-27 2019-11-27 Legacy Insurance Partners LLC No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5233578404 2021-02-08 0811 PPP 232 N Broadway Unit 2, Denver, CO, 80203-5933
Loan Status Date 2021-11-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 12745
Loan Approval Amount (current) 12745
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Denver, DENVER, CO, 80203-5933
Project Congressional District CO-01
Number of Employees 2
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 12828.45
Forgiveness Paid Date 2021-10-22

Date of last update: 17 Feb 2025

Sources: Colorado's Secretary of State