| Name: | Legacy Financial Independent Advisors LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 11 Jan 2023 (2 years ago) |
| Organization Date: | 11 Jan 2023 (2 years ago) |
| Last Annual Report: | 20 May 2024 (9 months ago) |
| Managed By: | Members |
| Organization Number: | 1252472 |
| Industry: | Holding and other Investment Offices |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40207 |
| Primary County: | Jefferson |
| Principal Office: | 100 MALLARD CREEK ROAD, SUITE 402, LOUISVILLE, KY 40207 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CBS BENEFIT PLAN | 2023 | 921690509 | 2024-12-30 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 6 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 846429706 |
| Plan administrator’s name | JOSEPH HSU |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2024-12-30 |
| Name of individual signing | JOSEPH HSU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2023-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5028730527 |
| Plan sponsor’s address | 100 MALLARD CREEK RD, SUITE 402, LOUISVILLE, KY, 40207 |
| File | View Page |
| Three-digit plan number (PN) | 501 |
| Effective date of plan | 2023-03-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5028730527 |
| Plan sponsor’s address | 414 BAXTER AVE #215, LOUISVILLE, KY, 40204 |
Plan administrator’s name and address
| Administrator’s EIN | 846429706 |
| Plan administrator’s name | SHAWNA BURTON |
| Plan administrator’s address | 464 CHENAULT RD, FRANKFORT, KY, 40601 |
| Administrator’s telephone number | 5026954700 |
Signature of
| Role | Plan administrator |
| Date | 2023-12-27 |
| Name of individual signing | SHAWNA BURTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| Bruce E McCrea | Registered Agent |
| Name | Role |
|---|---|
| Bruce E McCrea | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2024-05-20 |
| Registered Agent name/address change | 2024-05-20 |
| Principal Office Address Change | 2024-05-20 |
Date of last update: 19 Jan 2025
Sources: Kentucky Secretary of State
