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LEGACY HERITAGE PARTNERS LLC

Company Details

Name: LEGACY HERITAGE PARTNERS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Sep 2004 (20 years ago)
Entity Number: 3099088
ZIP code: 10020
County: New York
Place of Formation: New York
Address: SUITE 2500, 1270 AVENUE OF THE AMERICAS, NEW YORK, NY, United States, 10020

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2023 770645981 2024-04-01 LEGACY HERITAGE PARTNERS LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2024-04-01
Name of individual signing PAMELA KATZ
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2022 770645981 2023-06-27 LEGACY HERITAGE PARTNERS LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2023-06-27
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2021 770645981 2022-04-14 LEGACY HERITAGE PARTNERS LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2022-04-14
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2020 770645981 2021-06-17 LEGACY HERITAGE PARTNERS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2021-06-17
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2019 770645981 2020-06-22 LEGACY HERITAGE PARTNERS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2020-06-22
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2018 770645981 2019-06-27 LEGACY HERITAGE PARTNERS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2019-06-27
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2017 770645981 2018-10-11 LEGACY HERITAGE PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2016 770645981 2017-10-02 LEGACY HERITAGE PARTNERS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2017-10-02
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2015 770645981 2016-10-05 LEGACY HERITAGE PARTNERS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2016-10-05
Name of individual signing DAVID KORN
LEGACY HERITAGE PARTNERS LLC 401(K) PLAN 2014 770645981 2015-08-13 LEGACY HERITAGE PARTNERS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 2125788190
Plan sponsor’s address 55 EAST 59TH STREET, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2015-08-13
Name of individual signing DAVID KORN

DOS Process Agent

Name Role Address
SEYFARTH SHAW LLP, ATTN : MARC KUSHNER, ESQ. DOS Process Agent SUITE 2500, 1270 AVENUE OF THE AMERICAS, NEW YORK, NY, United States, 10020

Filings

Filing Number Date Filed Type Effective Date
070323000891 2007-03-23 CERTIFICATE OF PUBLICATION 2007-03-23
061002002158 2006-10-02 BIENNIAL STATEMENT 2006-09-01
050105000616 2005-01-05 CERTIFICATE OF AMENDMENT 2005-01-05
040907000589 2004-09-07 ARTICLES OF ORGANIZATION 2004-09-07

Date of last update: 10 Nov 2024

Sources: New York Secretary of State