Monarch Wealth Management, Inc.
Wisconsin
Wisconsin
Registered In
11/09/2007
Incorp. Date
Company Summary
Monarch Wealth Management, Inc. in Wisconsin lists Jose R. Freyre of Milwaukee, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Businiess Corporation
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
Jose R. Freyre
Registered Agent
|
1912 N 52ND ST, MILWAUKEE, WI 53208
|
Financials
Financial Information for Monarch Wealth Management, Inc.
Form 5500
MONARCH WEALTH MANAGEMENT, INC.
500 Elm Grove Rd. Suite 107, Elm Grove, Wi 51322 (414) 935-4900 EIN:26-1394695 Plan Admin:Michael Vanderford| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$651,240 / $600,753 | 2022 | MONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN - Plan #001 | 2 / 2 | $651,240 / $600,753 |
| 2021 | Plan NameMONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$526,681 / $651,240 | 2021 | MONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN - Plan #001 | 2 / 2 | $526,681 / $651,240 |
| 2020 | Plan NameMONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$468,721 / $526,681 | 2020 | MONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN - Plan #001 | 1 / 1 | $468,721 / $526,681 |
| 2019 | Plan NameMONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$357,771 / $468,721 | 2019 | MONARCH WEALTH MANAGEMENT, INC. RETIREMENT PLAN - Plan #001 | 1 / 1 | $357,771 / $468,721 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
|
Monarch Wealth Management, Inc.
Registered in Texas
|
Austin, TX Bee Cave, TX | View Report |
Sources
The following government agencies have contributed data:
• Wisconsin Department of Financial Institutions • U.S. Department of Labor
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