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LEGACY FINANCIAL SERVICES INC.

Company Details

Entity Name: LEGACY FINANCIAL SERVICES INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 30 Dec 2011
Company Number: CORP_68251494
File Number: 68251494
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACY FINANCIAL SERVICES INC. CASH BALANCE PENSION PLAN 2023 320364653 2024-10-11 LEGACY FINANCIAL SERVICES INC. 2
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Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 7083014471
Plan sponsor’s address 13516 S. PARKER ROAD, HOMER GLEN, IL, 60491
LEGACY FINANCIAL SERVICES INC. PROFIT SHARING/401(K) PLAN 2023 320364653 2024-10-10 LEGACY FINANCIAL SERVICES INC. 1
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Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7083014471
Plan sponsor’s address 13516 S. PARKER ROAD, HOMER GLEN, IL, 60491

Agent

Name and Address Role Appointment Date
GREG THEIS, 13516 S PARKER RD, HOMER GLEN, 60491, WILL Agent 2014-09-11

President

Name and Address Role
GREG THEIS, 13516 S PARKER RDHOMER GLEN, 60491 President

Secretary

Name and Address Role
NORMA J THEIS 13516 S PARKER RD HOMER GLEN, IL 60491 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100 100000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State