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  5. LEGACY PORTFOLIO MANAGEMENT, LLC

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 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
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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5111757100 2020-04-13 1087 PPP 13965 W CHINDEN BLVD STE 100, BOISE, ID, 83713-1072
Loan Status Date 2022-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 87200
Loan Approval Amount (current) 87200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 96211
Servicing Lender Name Idaho Central CU
Servicing Lender Address 4400 Central Way, CHUBBUCK, ID, 83202-5096
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83713-1072
Project Congressional District ID-01
Number of Employees 20
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 96211
Originating Lender Name Idaho Central CU
Originating Lender Address CHUBBUCK, ID
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 88048.11
Forgiveness Paid Date 2021-04-08
4649458304 2021-01-23 1087 PPS 13965 W Chinden Blvd Ste 100, Boise, ID, 83713-1457
Loan Status Date 2022-03-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 107599
Loan Approval Amount (current) 107599
Undisbursed Amount 0
Franchise Name -
Lender Location ID 96211
Servicing Lender Name Idaho Central CU
Servicing Lender Address 4400 Central Way, CHUBBUCK, ID, 83202-5096
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boise, ADA, ID, 83713-1457
Project Congressional District ID-01
Number of Employees 13
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 96211
Originating Lender Name Idaho Central CU
Originating Lender Address CHUBBUCK, ID
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 108212.17
Forgiveness Paid Date 2021-08-20

Related by officers

ANDY RAD

AL & CLARICE RAD FAMILY PARTNERSHIP, LLLP RAD FAMILY MANAGEMENT, LLC RAD FAMILY FARMLAND, LLC RAD FAMILY PASTURELAND, LLC LEGACY WEALTH MANAGEMENT, LLC LPM INSURANCE & AGENCY, LLC Legacy Investment Solutions, LLC Legacy Integrated, LLC

Andy Rad

RFAM Management, LLC Legacy Investment Solutions Holdings, LLC Legacy Investment Solutions Operations, LLC

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Date of last update: 11 Apr 2025

Sources: Idaho Secretary of State

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