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LEGACY FINANCIAL PLANNING LLC

Company Details

Name: LEGACY FINANCIAL PLANNING LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Inactive
Date of registration: 10 Aug 2012 (12 years ago) (Companies founded in August 2012)
Date of dissolution: 21 Feb 2023
Entity Number: 4282124
ZIP code: 14618 (Companies in Monroe, 14618)
County: Monroe
Place of Formation: New York
Address: 1485 MONROE AVE, ROCHESTER, NY, United States, 14618

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY FINANCIAL PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 460782035 2020-09-10 LEGACY FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1485 MONROE AVE, ROCHESTER, NY, 146181406

Signature of
Role Plan administrator
Date 2020-09-10
Name of individual signing T MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2018 460782035 2019-07-24 LEGACY FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2017 460782035 2018-10-02 LEGACY FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing TAMMY MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2016 460782035 2017-07-27 LEGACY FINANCIAL PLANNING LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing TAMAR MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2015 460782035 2016-07-14 LEGACY FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing TAMAR MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2014 460782035 2015-07-28 LEGACY FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2015-07-28
Name of individual signing TAMAR MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2013 460782035 2014-08-01 LEGACY FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2014-08-01
Name of individual signing TAMAR.MOGILSKI
LEGACY FINANCIAL PLANNING LLC 401 K PROFIT SHARING PLAN TRUST 2013 460782035 2014-08-01 LEGACY FINANCIAL PLANNING LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 5852415250
Plan sponsor’s address 1507 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2014-08-01
Name of individual signing TAMAR.MOGILSKI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1485 MONROE AVE, ROCHESTER, NY, United States, 14618

History

Start date End date Type Value
2019-05-09 2023-02-22 Address 1485 MONROE AVE, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)
2012-08-10 2019-05-09 Address 1507 MONROE AVENUE, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230222000126 2023-02-21 CERTIFICATE OF DISSOLUTION-CANCELLATION 2023-02-21
221228001440 2022-12-28 BIENNIAL STATEMENT 2022-08-01
200817060175 2020-08-17 BIENNIAL STATEMENT 2020-08-01
190509002014 2019-05-09 BIENNIAL STATEMENT 2018-08-01
121026001041 2012-10-26 CERTIFICATE OF PUBLICATION 2012-10-26
120810000563 2012-08-10 ARTICLES OF ORGANIZATION 2012-08-10

Related by officers

THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC HAGOP TANKIAN LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC

Related by address

1485 MONROE AVE, ROCHESTER, NY, United States, 14618

EASTMAN MANAGEMENT LLC INDEPENDENT ADVISOR GROUP LLC OUR 5 GROUP LLC

Date of last update: 25 Nov 2024

Sources: New York Secretary of State

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