| Name: | LEGEND WEALTH MANAGEMENT, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 27 Nov 2019 (5 years ago) |
| Entity Number: | 5663328 |
| ZIP code: | 14068 |
| County: | Erie |
| Place of Formation: | New York |
| Address: | 2293 MILLERSPORT HIGHWAY, GETZVILLE, NY, United States, 14068 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGEND WEALTH MANAGEMENT 401(K) PLAN | 2023 | 844013818 | 2024-07-23 | LEGEND WEALTH MANAGEMENT, LLC | 18 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-23 |
| Name of individual signing | MOLLY HANAVAN |
| Role | Employer/plan sponsor |
| Date | 2024-07-23 |
| Name of individual signing | MOLLY HANAVAN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7168373335 |
| Plan sponsor’s address | 2293 MILLERSPORT HWY., GETZVILLE, NY, 14068 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-12 |
| Name of individual signing | LEE A. KROENING |
| Role | Employer/plan sponsor |
| Date | 2023-06-12 |
| Name of individual signing | MOLLY HANAVAN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7168373335 |
| Plan sponsor’s address | 2293 MILLERSPORT HWY., GETZVILLE, NY, 14068 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-28 |
| Name of individual signing | LEE A. KROENING |
| Role | Employer/plan sponsor |
| Date | 2022-06-28 |
| Name of individual signing | MOLLY HANAVAN |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7168373335 |
| Plan sponsor’s address | 2293 MILLERSPORT HWY., GETZVILLE, NY, 14068 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-02 |
| Name of individual signing | LEE A. KROENING |
| Role | Employer/plan sponsor |
| Date | 2021-07-02 |
| Name of individual signing | MOLLY HANAVAN |
| Name | Role | Address |
|---|---|---|
| LEGEND WEALTH MANAGEMENT, LLC | DOS Process Agent | 2293 MILLERSPORT HIGHWAY, GETZVILLE, NY, United States, 14068 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 200228000485 | 2020-02-28 | CERTIFICATE OF PUBLICATION | 2020-02-28 |
| 191127010152 | 2019-11-27 | ARTICLES OF ORGANIZATION | 2019-11-27 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8837667307 | 2020-05-01 | 0296 | PPP | 2293 MILLERSPORT HWY, GETZVILLE, NY, 14068-1219 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 23 Mar 2025
Sources: New York Secretary of State
