| Name: | LEGACY FINANCIAL ADVISORS INC |
| Jurisdiction: | Idaho |
| Legal type: | General Business Corporation (D) |
| Status: | Active-Good Standing |
| Date of registration: | 21 Apr 2003 (22 years ago) |
| Financial Date End: | 30 Apr 2025 |
| Entity Number: | 452748 |
| Place of Formation: | IDAHO |
| File Number: | 452748 |
| ZIP code: | 83702 |
| County: | Ada County |
| Mailing Address: | STE 140 1673 W SHORELINE DR BOISE, ID 83702-6749 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN | 2023 | 753111580 | 2024-07-17 | LEGACY FINANCIAL ADVISORS, INC. | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-17 |
| Name of individual signing | DAVID TIDWELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2084650033 |
| Plan sponsor’s address | 5901 USTICK ROAD, NAMPA, ID, 83687 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-02 |
| Name of individual signing | DAVID TIDWELL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| STEVE RAUSCH LAW OFFICE, PLLC | Agent | 1120 S RACKHAM WAY, STE 300, MERIDIAN, ID 83642 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Roma L. Tidwell | Secretary | 1450 S. EAGLE FLIGHT WAY, BOISE, ID 83709 | 2020-07-01 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| David M. Tidwell | President | 1450 S. EAGLE FLIGHT WAY, BOISE, ID 83709 | 2024-06-11 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Registered Agent Name/Address Change (mass change) | 0005952937 | 2024-10-29 |
| Annual Report | 0005773769 | 2024-06-11 |
| Annual Report | 0005181119 | 2023-04-04 |
| Annual Report | 0004736760 | 2022-05-05 |
| Annual Report | 0004330216 | 2021-07-02 |
| Annual Report | 0003919996 | 2020-07-01 |
| Annual Report | 0003555628 | 2019-06-30 |
| Annual Report | 0002913854 | 2018-04-17 |
| Statement of Change of Business Mailing Address | 0002913853 | 2018-03-08 |
| Change of Registered Office/Agent/Both (by Entity) | 0002913852 | 2017-03-21 |
Date of last update: 21 Dec 2024
Sources: Idaho Secretary of State
