Monarch Wealth Management, Inc.
Texas
Registered In
10/26/2017
Incorp. Date
Company Summary
Monarch Wealth Management, Inc. at 13215 Bee Cave Pkwy BLDG A STE 125, Bee Cave, Tx 78738 lists Lin Edwards of Austin, TX as the associate.
Overview
Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
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Lin Edwards
Registered Agent
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12521 VERANDAH CT, AUSTIN, TX 78727
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Lin Edwards
Owner
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16409 SHANE LANDON CT, AUSTIN, TX 78738
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Lin Edwards
Director
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16409 SHANE LANDON CT, AUSTIN, TX 78738
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Map & Locations
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13215 BEE CAVE PKWY BLDG A STE 125, BEE CAVE, TX 78738
View Map
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Financials
Financial Information for Monarch Wealth Management, Inc.
Form 5500
MONARCH WEALTH MANAGEMENT, INC.
2806 Flintrock Trace Suite 103, Lakeway, Tx 78738 (512) 745-5441 EIN:82-3220651 Plan Admin:Brian Pugh| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$218,129 / $134,134 | 2023 | MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $218,129 / $134,134 |
| 2022 | Plan NameMONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,272,652 / $218,129 | 2022 | MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $1,272,652 / $218,129 |
| 2021 | Plan NameMONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$1,084,466 / $1,272,652 | 2021 | MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 3 | $1,084,466 / $1,272,652 |
| 2020 | Plan NameMONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$925,099 / $1,084,466 | 2020 | MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $925,099 / $1,084,466 |
| 2019 | Plan NameMONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$58,696 / $925,099 | 2019 | MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 1 / 2 | $58,696 / $925,099 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MONARCH WEALTH MANAGEMENT, INC.
13215 Bee Cave Parkway Building A Suite 125, Bee Cave, TX 78738 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$27,500 Forgiven$27,722 LenderCustomers Bank Jobs2 | 04/15/2020 | $27,500 | $27,722 | Customers Bank | 2 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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