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LEGACY PORTFOLIO MANAGEMENT, LLC

Company Details

Name: LEGACY PORTFOLIO MANAGEMENT, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 20 Dec 2017 (7 years ago)
Financial Date End: 31 Dec 2025
Entity Number: 582932
Place of Formation: IDAHO
File Number: 582932
ZIP code: 83713
County: Ada County
Principal Address: 13965 W CHINDEN BLVD STE 110 BOISE, ID 83713
Mailing Address: STE 100 13965 W CHINDEN BLVD BOISE, ID 83713-1457

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2022 823696174 2023-10-12 LEGACY PORTFOLIO MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2089550500
Plan sponsor’s address 13965 W CHINDEN BLVD, SUITE 100, BOISE, ID, 83713

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing ANDY RAD
Valid signature Filed with authorized/valid electronic signature
LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2021 823696174 2022-10-12 LEGACY PORTFOLIO MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2089550500
Plan sponsor’s address 13965 W CHINDEN BLVD, SUITE 100, BOISE, ID, 83713

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing ANDY RAD
Valid signature Filed with authorized/valid electronic signature
LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2020 823696174 2021-08-05 LEGACY PORTFOLIO MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2089550500
Plan sponsor’s address 13965 W CHINDEN BLVD, SUITE 100, BOISE, ID, 83713

Signature of

Role Plan administrator
Date 2021-08-05
Name of individual signing ANDY RAD
Valid signature Filed with authorized/valid electronic signature
LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2019 823696174 2021-06-07 LEGACY PORTFOLIO MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2089550500
Plan sponsor’s address 13965 W CHINDEN BLVD, SUITE 100, BOISE, ID, 83713

Signature of

Role Plan administrator
Date 2021-06-07
Name of individual signing ANDY RAD
Valid signature Filed with authorized/valid electronic signature
LEGACY PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2019 823696174 2020-10-14 LEGACY PORTFOLIO MANAGEMENT, LLC 0
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2089550500
Plan sponsor’s address 13965 W CHINDEN BLVD, SUITE 100, BOISE, ID, 83713

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing ANDY RAD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ANDY RAD Agent 13965 W CHINDEN BLVD STE 110, BOISE, ID 83713

Manager

Name Role Address Appointed On Resigned On
Andy Rad Manager 13965 W. CHINDEN BLVD, BOISE, ID 83713 2020-11-03 No data
Pete Covino Manager 13965 W. CHINDEN BLVD, BOISE, ID 83713-1457 2023-11-09 2023-11-09

Filing

Filing Name Filing Number Filing date
Annual Report 0005991398 2024-11-21
Annual Report 0005473976 2023-11-09
Annual Report 0005031831 2022-12-16
Annual Report 0004516405 2021-12-04
Annual Report 0004046978 2020-11-03
Annual Report 0003661535 2019-11-01
Annual Report 0003366166 2018-12-08
Initial Filing 0000582932 2017-12-20

Date of last update: 26 Dec 2024

Sources: Idaho Secretary of State