Monarch Wealth Strategies
California
Registered In
09/18/2008
Incorp. Date
Company Summary
Monarch Wealth Strategies at 222 E Carrillo ST STE 208, Santa Barbara, Ca 93101 lists Aaron Clark of Santa Barbara, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Aaron Clark
Individual Agent
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222 E CARRILLO ST STE 208, SANTA BARBARA, CA 93101
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Aaron Clark
CEO
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222 E CARRILLO ST STE 208, SANTA BARBARA, CA 93101
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Aaron Clark
Chief Financial Officer
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222 E CARRILLO ST STE 208, SANTA BARBARA, CA 93101
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Aaron Clark
Director
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222 E CARRILLO ST STE 208, SANTA BARBARA, CA 93101
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Aaron Clark
Secretary
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222 E CARRILLO ST STE 208, SANTA BARBARA, CA 93101
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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222 E CARRILLO ST STE 208, SANTA BARBARA, CA 93101
(Mailing)
View Map
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Financials
Financial Information for Monarch Wealth Strategies
Form 5500
MONARCH WEALTH STRATEGIES
222 E. Carrillo St. Suite 208, Santa Barbara, Ca 93101 (805) 564-0800 EIN:36-4641092 Plan Admin:Aaron Clark| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMONARCH WEALTH STRATEGIES 401K PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$1,051,327 / $1,306,444 | 2023 | MONARCH WEALTH STRATEGIES 401K PLAN - Plan #001 | 12 / 10 | $1,051,327 / $1,306,444 |
| 2022 | Plan NameMONARCH WEALTH STRATEGIES 401K PLAN Plan #001 Participants BOY/EOY8 / 12 Assets BOY/EOY$1,041,446 / $1,051,327 | 2022 | MONARCH WEALTH STRATEGIES 401K PLAN - Plan #001 | 8 / 12 | $1,041,446 / $1,051,327 |
| 2021 | Plan NameMONARCH WEALTH STRATEGIES 401K PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$1,024,329 / $1,041,446 | 2021 | MONARCH WEALTH STRATEGIES 401K PLAN - Plan #001 | 10 / 8 | $1,024,329 / $1,041,446 |
| 2020 | Plan NameMONARCH WEALTH STRATEGIES 401K PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$752,648 / $1,024,329 | 2020 | MONARCH WEALTH STRATEGIES 401K PLAN - Plan #001 | 10 / 10 | $752,648 / $1,024,329 |
| 2019 | Plan NameMONARCH WEALTH STRATEGIES 401K PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$524,907 / $752,648 | 2019 | MONARCH WEALTH STRATEGIES 401K PLAN - Plan #001 | 9 / 10 | $524,907 / $752,648 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MONARCH WEALTH STRATEGIES
222 E. CARRILLO STREET, SUITE 208, Santa Barbara, CA 93101| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$114,600 Forgiven$115,420 LenderLive Oak Banking Company Jobs9 | 04/06/2020 | $114,600 | $115,420 | Live Oak Banking Company | 9 |
PPP Loans based on Paycheck Protection Program.
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Address Match:222 E Carrillo St Santa Barbara, CA
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|
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|
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|
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|
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Person/City Match:Aaron Clark - Santa Barbara, CA
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|
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|
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|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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