OpenERISA

Legacy Planning Partners, LLC.

Plymouth Meeting, PA, 19462

EIN 20-3774139
Plans
2
Total participants
132
Filing years
2024, 2025, 2023, 2022, 2021
NAICS
523900
Plan sponsors in PennsylvaniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500501Legacy Planning Partners, LLC. Employee Benefit Plan0
2024Form 5500-SF001Legacy Planning Partners 401(K) Plan14
2024Form 5500501Legacy Planning Partners, LLC. Employee Benefit Plan22
2023Form 5500-SF001Legacy Planning Partners 401(K) Plan29
2023Form 5500501Legacy Planning Partners, LLC. Employee Benefit Plan22
2022Form 5500-SF001Legacy Planning Partners 401(K) Plan25
2021Form 5500-SF001Legacy Planning Partners 401(K) Plan20

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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