Charles Monat Associates LLC

Stephanie Adams Registered Agent	191 UNION ST, HOLDEN, MA 01520
Stephanie Adams Manager
Yves Guelat REAL PROPERTY
Stephanie Adams REAL PROPERTY
Yves Guelat SOC SIGNATORY
Stephanie Adams SOC SIGNATORY

701 BRICKELL AVE STE 1550, MIAMI, FL 33131 View Map

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Form 5500

191 Union Street, Holden, Ma 01520 (774) 364-3322 EIN:68-0680135 Plan Admin:Stephanie Adams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameCHARLES MONAT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$351,892 / $467,053	2020	CHARLES MONAT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 4	$351,892 / $467,053
2019	Plan NameCHARLES MONAT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$171,810 / $351,892	2019	CHARLES MONAT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$171,810 / $351,892

Benefit & Retirement Plans based on Form 5500.

PPP Loans

191 Union St, Holden, MA 01520-2548 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
03/23/2021	Approved$83,300 Forgiven$83,990 LenderMid Penn Bank Jobs3	03/23/2021	$83,300	$83,990	Mid Penn Bank	3
04/29/2020	Approved$55,990 Forgiven$56,352 LenderBank of America, National Association Jobs4	04/29/2020	$55,990	$56,352	Bank of America, National Association	4

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Charles Monat Associates LLC Registered in New York	Holden, MA	View Report
Charles Monat Associates LLC Registered in Florida	Holden, MA Plantation, FL	View Report
Charles Monat Associates LLC Registered in Missouri	Clayton, MO Holden, MA	View Report
Charles Monat Associates LLC Registered in Texas	Holden, MA	View Report
Charles Monat Associates LLC Registered in Nevada	Holden, MA	View Report

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary