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  5. MONARCH WEALTH MANAGEMENT, LLC

MONARCH WEALTH MANAGEMENT, LLC

Company Details

Name: MONARCH WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Dec 2014 (11 years ago)
Entity Number: 4677359
ZIP code: 14618
County: Monroe
Place of Formation: New York
Address: 1688 MONROE AVENUE, ROCHESTER, NY, United States, 14618

DOS Process Agent

Name Role Address
MONARCH WEALTH MANAGEMENT, LLC DOS Process Agent 1688 MONROE AVENUE, ROCHESTER, NY, United States, 14618

Form 5500 Series

Employer Identification Number (EIN):
472492055
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
5854841400
File:
View File
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
5854841400
File:
View File
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
5854841400
File:
View File
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:
5854841400
File:
View File
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:
5854841400
File:
View File

History

Start date End date Type Value
2014-12-09 2024-12-09 Address 1672 MONROE AVENUE SUITE A, ROCHESTER, NY, 14618, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241209004758 2024-12-09 BIENNIAL STATEMENT 2024-12-09
221206001813 2022-12-06 BIENNIAL STATEMENT 2022-12-01
201207060303 2020-12-07 BIENNIAL STATEMENT 2020-12-01
180910006317 2018-09-10 BIENNIAL STATEMENT 2016-12-01
150204000907 2015-02-04 CERTIFICATE OF PUBLICATION 2015-02-04

USAspending Awards / Financial Assistance

Date:
2023-08-03
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG-TERM, FIXED-RATE FINANCING FOR FIXED ASSETS THROUGH THE SALE OF DEBENTURES TO PRIVATE INVESTORS. DELIVERABLES: LOANS EXPECTED OUTCOMES: ACQUISITION OF LAND AND BUILDINGS; THE CONSTRUCTION, EXPANSION, RENOVATION OR MODERNIZATION OF BUILDINGS; OR THE ACQUISITION AND/OR INSTALLATION OF MACHINERY AND EQUIPMENT. ADDITIONALLY, LIMITED DEBT REFINANCE OF ELIGIBLE PROJECTS. INTENDED BENEFICIARIES: SMALL BUSINESS SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
-1000.00
Total Face Value Of Loan:
186000.00
Date:
2020-06-27
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
144500.00
Total Face Value Of Loan:
144500.00
Date:
2020-04-28
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
51562.00
Total Face Value Of Loan:
51562.00

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
51562
Current Approval Amount:
51562
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
52000.28

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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