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LEGEND WEALTH MANAGEMENT, LLC

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Company Details

Name: LEGEND WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Nov 2019 (6 years ago)
Entity Number: 5663328
ZIP code: 14068
County: Erie
Place of Formation: New York
Address: 2293 MILLERSPORT HIGHWAY, GETZVILLE, NY, United States, 14068

DOS Process Agent

Name Role Address
LEGEND WEALTH MANAGEMENT, LLC DOS Process Agent 2293 MILLERSPORT HIGHWAY, GETZVILLE, NY, United States, 14068

Form 5500 Series

Employer Identification Number (EIN):
844013818
Plan Year:
2023
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
15
Sponsors Telephone Number:

Filings

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

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
83025.00
Total Face Value Of Loan:
83025.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
83025
Current Approval Amount:
83025
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
83766.54

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State