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  5. Legacies, LLC

Legacies, LLC

Company Details

Name: Legacies, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 01 Feb 2010 (15 years ago)
Company Number: 81564235-95d4-e011-a886-001ec94ffe7f
File Number: 3687751-2
Registered Office Address: 83 Wildridge Dr, Winona, MN 55987, USA
ZIP code: 55987
County: Winona County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEGACIES, LLC CASH BALANCE PENSION PLAN 2023 271822284 2024-10-10 LEGACIES, LLC 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 621610
Sponsor’s telephone number 5074749100
Plan sponsor’s address 83 WILDRIDGE DRIVE, WINONA, MN, 55987
LEGACIES, LLC 401(K) PLAN 2023 271822284 2024-09-20 LEGACIES, LLC 90
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621610
Sponsor’s telephone number 6123258572
Plan sponsor’s address 83 WILDRIDGE DR, WINONA, MN, 55987

Plan administrator’s name and address
Administrator’s EIN 823719843
Plan administrator’s name FUTUREPLAN FIDUCIARY SERVICES LLC
Plan administrator’s address PO BOX 55757, BOSTON, MA, 02205
Administrator’s telephone number 8557115283

Signature of
Role Plan administrator
Date 2024-09-20
Name of individual signing ERIC QUELLA
Valid signature Filed with authorized/valid electronic signature
LEGACIES, LLC CASH BALANCE PENSION PLAN 2022 271822284 2023-10-06 LEGACIES, LLC 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 621610
Sponsor’s telephone number 5074749100
Plan sponsor’s address 51 WEST 4TH STREET, WINONA, MN, 55987
LEGACIES LLC EMPLOYEE GROUP HEALTH PLAN 2022 271822284 2023-07-31 LEGACIES LLC 12
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 621610
Sponsor’s telephone number 5074749110
Plan sponsor’s address 51 WEST 4TH STREET, WINONA, MN, 55987

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing TODD NATZKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-24
Name of individual signing TODD NATZKE
Valid signature Filed with authorized/valid electronic signature
LEGACIES, LLC 401(K) PLAN 2022 271822284 2023-06-14 LEGACIES, LLC 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621610
Sponsor’s telephone number 6123258572
Plan sponsor’s address 83 WILDRIDGE DR, WINONA, MN, 55987
LEGACIES, LLC CASH BALANCE PENSION PLAN 2021 271822284 2022-10-17 LEGACIES, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 621610
Sponsor’s telephone number 5074749100
Plan sponsor’s address 51 WEST 4TH STREET, WINONA, MN, 55987
LEGACIES, LLC 401(K) PLAN 2021 271822284 2022-10-07 LEGACIES, LLC 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621610
Sponsor’s telephone number 5074749110
Plan sponsor’s address 51 WEST 4TH STREET, WINONA, MN, 55987

Signature of
Role Plan administrator
Date 2022-10-07
Name of individual signing TODD NATZKE
Valid signature Filed with authorized/valid electronic signature
LEGACIES, LLC 401(K) PLAN 2020 271822284 2021-07-09 LEGACIES, LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621610
Sponsor’s telephone number 5074749110
Plan sponsor’s address 1505 SOUTHCROSS DRIVE, BURNSVILLE, MN, 55306

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing TODD NATZKE
Valid signature Filed with authorized/valid electronic signature
LEGACIES, LLC 401(K) PLAN 2019 271822284 2020-07-30 LEGACIES, LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621610
Sponsor’s telephone number 5074749110
Plan sponsor’s address 1505 SOUTHCROSS DRIVE, BURNSVILLE, MN, 55306

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing TODD NATZKE
Valid signature Filed with authorized/valid electronic signature
LEGACIES, LLC 401(K) PLAN 2018 271822284 2019-07-24 LEGACIES, LLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 621610
Sponsor’s telephone number 5074749110
Plan sponsor’s address 51 W 4TH ST., WINONA, MN, 55987

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing TODD NATZKE
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Todd Natzke Manager 83 Wildridge Dr, Winona, MN 55987, USA

Agent

Name Role
Todd Natzke Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2011-11-30
Original Filing - Limited Liability Company (Domestic) (Business Name: Legacies, LLC) 2010-02-01

Related by officers

Todd Natzke

Lee William Properties, LLC

Related by address

83 Wildridge Dr, Winona, MN 55987, USA

Lee William Properties, LLC

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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