Monat Wealth Management, Inc.
Iowa
Iowa
Registered In
12/11/2017
Incorp. Date
Company Summary
Monat Wealth Management, Inc. in Iowa lists David G. Wierman of Waterloo, IA.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
David G. Wierman
Registered Agent
|
227 E SAN MARNAN DR, WATERLOO, IA 50702
|
Financial Information for Monat Wealth Management, Inc.
Form 5500
MONAT WEALTH MANAGEMENT, INC.
978 Home Plaza, Suite 400, Waterloo, Ia 50701 (319) 235-7613 EIN:82-3911234 Plan Admin:Adam Steenblock| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMONAT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$216,706 / $341,733 | 2023 | MONAT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 7 / 8 | $216,706 / $341,733 |
| 2022 | Plan NameMONAT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$209,948 / $216,706 | 2022 | MONAT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 7 | $209,948 / $216,706 |
| 2021 | Plan NameMONAT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$127,120 / $209,948 | 2021 | MONAT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 5 | $127,120 / $209,948 |
| 2020 | Plan NameMONAT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$44,574 / $127,120 | 2020 | MONAT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 5 / 7 | $44,574 / $127,120 |
| 2019 | Plan NameMONAT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $44,574 | 2019 | MONAT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 4 / 5 | $0 / $44,574 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MONAT WEALTH MANAGEMENT, INC.
978 HOME PLZ Suite 400, WATERLOO, IA 50701-4861 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$63,000 Forgiven$63,313 LenderFarmers State Bank Jobs6 | 04/07/2020 | $63,000 | $63,313 | Farmers State Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:David G Wierman - Waterloo, IA
|
C.A. Christensen Corp.
Registered in Iowa
|
Waterloo, IA | View Report | |
|
C.A. Christensen Real Estate, LLC
Registered in Iowa
|
Waterloo, IA | View Report | |
|
Industrial Control Manufacturing, Inc.
Registered in Iowa
|
Davenport, IA | View Report | |
|
James H. Laas Co., Inc.
Registered in Iowa
|
Waterloo, IA | View Report | |
|
John Delleman, Inc.
Registered in Iowa
|
Waterloo, IA | View Report | |
|
Total Truck Service Center, Inc.
Registered in Iowa
|
Waterloo, IA | View Report | |
|
Tree Savers Lawn Savers, LLC
Registered in Iowa
|
Bettendorf, IA | View Report |
The following government agencies have contributed data:
Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States