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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 (10 years ago)
Entity Number: 4677359
ZIP code: 14618
County: Monroe
Place of Formation: New York
Address: 1672 MONROE AVENUE SUITE A, 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 1672 MONROE AVENUE SUITE A, ROCHESTER, NY, United States, 14618

Filings

Filing Number Date Filed Type Effective Date
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

1672 MONROE AVENUE SUITE A, ROCHESTER, NY, United States, 14618

MONARCH DESTINATIONS, LLC

Date of last update: 24 Nov 2024

Sources: New York Secretary of State

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