Monson Wealth Management, Inc.

Kennewick, WA

Washington

Registered In

01/09/2006

Incorp. Date

Company Summary

Monson Wealth Management, Inc. at 8503 W Clearwater Ave STE D, Kennewick, Wa 99336 lists Eldon Monson as the associate.

Eldon Monson Registered Agent	8503 W CLEARWATER AVE STE D, KENNEWICK, WA 99336 (View Past Addresses)
Eldon Monson

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8503 W CLEARWATER AVE STE D, KENNEWICK, WA 99336 View Map

Form 5500

8503 W. Clearwater Ave. Suite D, Kennewick, Wa 99336 (509) 628-1358 EIN:20-4122064 Plan Admin:Eldon Monson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMONSON WEALTH MANAGEMENT, INC. 401(K) PSP Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$810,611 / $1,021,458	2023	MONSON WEALTH MANAGEMENT, INC. 401(K) PSP - Plan #001	5 / 5	$810,611 / $1,021,458
2022	Plan NameMONSON WEALTH MANAGEMENT, INC. 401(K) PSP Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$770,060 / $810,611	2022	MONSON WEALTH MANAGEMENT, INC. 401(K) PSP - Plan #001	5 / 4	$770,060 / $810,611
2021	Plan NameMONSON WEALTH MANAGEMENT, INC. 401(K) PSP Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$633,309 / $770,060	2021	MONSON WEALTH MANAGEMENT, INC. 401(K) PSP - Plan #001	5 / 5	$633,309 / $770,060
2020	Plan NameMONSON WEALTH MANAGEMENT, INC. 401(K) PSP Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$504,469 / $633,309	2020	MONSON WEALTH MANAGEMENT, INC. 401(K) PSP - Plan #001	5 / 5	$504,469 / $633,309
2019	Plan NameMONSON WEALTH MANAGEMENT, INC. 401(K) PSP Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$380,815 / $504,469	2019	MONSON WEALTH MANAGEMENT, INC. 401(K) PSP - Plan #001	4 / 3	$380,815 / $504,469

Benefit & Retirement Plans based on Form 5500.

PPP Loans

8503 W Clearwater Ave Ste D, Kennewick, WA 99336

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$63,600 Forgiven$64,238 LenderBanner Bank Jobs3	04/29/2020	$63,600	$64,238	Banner Bank	3

PPP Loans based on Paycheck Protection Program.

Address Match:8503 W Clearwater Ave Ste D Kennewick, WA

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Person/City Match:Eldon Monson - Kennewick, WA

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The following government agencies have contributed data:

Washington Secretary of State U.S. Department of Labor U.S. Small Business Administration

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