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LEGACY PORTFOLIO MANAGEMENT, LLC

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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

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

Form 5500 Series

Employer Identification Number (EIN):
823696174
Plan Year:
2022
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
0
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
0
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2021-01-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
107599.00
Total Face Value Of Loan:
107599.00
Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
87200.00
Total Face Value Of Loan:
87200.00

Paycheck Protection Program

Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
87200
Current Approval Amount:
87200
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
88048.11
Date Approved:
2021-01-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
107599
Current Approval Amount:
107599
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
108212.17

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Date of last update: 15 May 2025

Sources: Idaho Secretary of State