Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Monroe
    4. ›
  4. 14618
    5. ›
  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 (10 years ago)
Entity Number: 4677359
ZIP code: 14618
County: Monroe
Place of Formation: New York
Address: 1688 MONROE AVENUE, ROCHESTER, NY, United States, 14618

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MONARCH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2023 472492055 2024-05-13 MONARCH WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1688 MONROE AVE, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2024-05-13
Name of individual signing CONSTANTINE KITRINOS
MONARCH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 472492055 2023-03-30 MONARCH WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1672 MONROE AVE STE A, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2023-03-30
Name of individual signing CONSTANTINE J KITRINOS
MONARCH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2021 472492055 2022-04-18 MONARCH WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1672 MONROE AVE STE A, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2022-04-18
Name of individual signing CONSTANTINE J KITRINOS
MONARCH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2020 472492055 2021-03-31 MONARCH WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1672 MONROE AVE STE A, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2021-03-31
Name of individual signing CONSTANTINE J KITRINOS
MONARCH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2019 472492055 2020-04-02 MONARCH WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1672 MONROE AVE STE A, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2020-04-02
Name of individual signing CONSTANTINE KITRINOS
MONARCH WEALTH MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2018 472492055 2019-03-20 MONARCH WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1672 MONROE AVE STE A, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2019-03-20
Name of individual signing CONSTANTINE J KITRINOS
MONARCH WEALTH MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2017 472492055 2018-03-12 MONARCH WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5854841400
Plan sponsor’s address 1672 MONROE AVE STE A, ROCHESTER, NY, 14618

Signature of
Role Plan administrator
Date 2018-03-12
Name of individual signing CONSTANTINE J KITRINOS

DOS Process Agent

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

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
141209010127 2014-12-09 ARTICLES OF ORGANIZATION 2014-12-09

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 28 Dec 2024

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 bizyork.com, Part of Big Data Integrated