Civic Intelligence

Monarch Wealth Management Inc.

Plan context: Monarch Wealth Management Inc. Retirement Plan

EIN 26-1394695 • Elm Grove, WI • 17 filings • 1 plans

500 Elm Grove Rd.Suite 107Elm Grove, WI 51322
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$848,634

2024 Contributions

$33,740

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$848,634$424,317$0200920172024YearValue
$848,634Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210200820162024YearValue
1Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411$848,634$33,740$33,740iApproximate average salary by contribution assumption: employee only about $843,500 at 4% or $562,333 at 6%; with 50% employer match about $562,333 at 4% or $374,889 at 6%; with 100% employer match about $421,750 at 4% or $281,167 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$848,634$33,740$33,740iApproximate average salary by contribution assumption: employee only about $843,500 at 4% or $562,333 at 6%; with 50% employer match about $562,333 at 4% or $374,889 at 6%; with 100% employer match about $421,750 at 4% or $281,167 at 6%.
202311$725,069$32,880$32,880iApproximate average salary by contribution assumption: employee only about $822,000 at 4% or $548,000 at 6%; with 50% employer match about $548,000 at 4% or $365,333 at 6%; with 100% employer match about $411,000 at 4% or $274,000 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$725,069$32,880$32,880iApproximate average salary by contribution assumption: employee only about $822,000 at 4% or $548,000 at 6%; with 50% employer match about $548,000 at 4% or $365,333 at 6%; with 100% employer match about $411,000 at 4% or $274,000 at 6%.
202211$600,753$29,880$29,880iApproximate average salary by contribution assumption: employee only about $747,000 at 4% or $498,000 at 6%; with 50% employer match about $498,000 at 4% or $332,000 at 6%; with 100% employer match about $373,500 at 4% or $249,000 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$600,753$29,880$29,880iApproximate average salary by contribution assumption: employee only about $747,000 at 4% or $498,000 at 6%; with 50% employer match about $498,000 at 4% or $332,000 at 6%; with 100% employer match about $373,500 at 4% or $249,000 at 6%.
202111$651,240$28,880$28,880iApproximate average salary by contribution assumption: employee only about $722,000 at 4% or $481,333 at 6%; with 50% employer match about $481,333 at 4% or $320,889 at 6%; with 100% employer match about $361,000 at 4% or $240,667 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$651,240$28,880$28,880iApproximate average salary by contribution assumption: employee only about $722,000 at 4% or $481,333 at 6%; with 50% employer match about $481,333 at 4% or $320,889 at 6%; with 100% employer match about $361,000 at 4% or $240,667 at 6%.
202011$526,681$28,880$28,880iApproximate average salary by contribution assumption: employee only about $722,000 at 4% or $481,333 at 6%; with 50% employer match about $481,333 at 4% or $320,889 at 6%; with 100% employer match about $361,000 at 4% or $240,667 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$526,681$28,880$28,880iApproximate average salary by contribution assumption: employee only about $722,000 at 4% or $481,333 at 6%; with 50% employer match about $481,333 at 4% or $320,889 at 6%; with 100% employer match about $361,000 at 4% or $240,667 at 6%.
201911$468,721$27,880$27,880iApproximate average salary by contribution assumption: employee only about $697,000 at 4% or $464,667 at 6%; with 50% employer match about $464,667 at 4% or $309,778 at 6%; with 100% employer match about $348,500 at 4% or $232,333 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$468,721$27,880$27,880iApproximate average salary by contribution assumption: employee only about $697,000 at 4% or $464,667 at 6%; with 50% employer match about $464,667 at 4% or $309,778 at 6%; with 100% employer match about $348,500 at 4% or $232,333 at 6%.
201811$357,771$27,380$27,380iApproximate average salary by contribution assumption: employee only about $684,500 at 4% or $456,333 at 6%; with 50% employer match about $456,333 at 4% or $304,222 at 6%; with 100% employer match about $342,250 at 4% or $228,167 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$357,771$27,380$27,380iApproximate average salary by contribution assumption: employee only about $684,500 at 4% or $456,333 at 6%; with 50% employer match about $456,333 at 4% or $304,222 at 6%; with 100% employer match about $342,250 at 4% or $228,167 at 6%.
201711$345,320$26,880$26,880iApproximate average salary by contribution assumption: employee only about $672,000 at 4% or $448,000 at 6%; with 50% employer match about $448,000 at 4% or $298,667 at 6%; with 100% employer match about $336,000 at 4% or $224,000 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$345,320$26,880$26,880iApproximate average salary by contribution assumption: employee only about $672,000 at 4% or $448,000 at 6%; with 50% employer match about $448,000 at 4% or $298,667 at 6%; with 100% employer match about $336,000 at 4% or $224,000 at 6%.
201611$272,849$20,880$20,880iApproximate average salary by contribution assumption: employee only about $522,000 at 4% or $348,000 at 6%; with 50% employer match about $348,000 at 4% or $232,000 at 6%; with 100% employer match about $261,000 at 4% or $174,000 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$272,849$20,880$20,880iApproximate average salary by contribution assumption: employee only about $522,000 at 4% or $348,000 at 6%; with 50% employer match about $348,000 at 4% or $232,000 at 6%; with 100% employer match about $261,000 at 4% or $174,000 at 6%.
201511$234,436$20,880$20,880iApproximate average salary by contribution assumption: employee only about $522,000 at 4% or $348,000 at 6%; with 50% employer match about $348,000 at 4% or $232,000 at 6%; with 100% employer match about $261,000 at 4% or $174,000 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$234,436$20,880$20,880iApproximate average salary by contribution assumption: employee only about $522,000 at 4% or $348,000 at 6%; with 50% employer match about $348,000 at 4% or $232,000 at 6%; with 100% employer match about $261,000 at 4% or $174,000 at 6%.
201411$210,073$20,380$20,380iApproximate average salary by contribution assumption: employee only about $509,500 at 4% or $339,667 at 6%; with 50% employer match about $339,667 at 4% or $226,444 at 6%; with 100% employer match about $254,750 at 4% or $169,833 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$210,073$20,380$20,380iApproximate average salary by contribution assumption: employee only about $509,500 at 4% or $339,667 at 6%; with 50% employer match about $339,667 at 4% or $226,444 at 6%; with 100% employer match about $254,750 at 4% or $169,833 at 6%.
201311$175,531$20,140$20,140iApproximate average salary by contribution assumption: employee only about $503,500 at 4% or $335,667 at 6%; with 50% employer match about $335,667 at 4% or $223,778 at 6%; with 100% employer match about $251,750 at 4% or $167,833 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$175,531$20,140$20,140iApproximate average salary by contribution assumption: employee only about $503,500 at 4% or $335,667 at 6%; with 50% employer match about $335,667 at 4% or $223,778 at 6%; with 100% employer match about $251,750 at 4% or $167,833 at 6%.
201211$132,282$34,880$34,880iApproximate average salary by contribution assumption: employee only about $872,000 at 4% or $581,333 at 6%; with 50% employer match about $581,333 at 4% or $387,556 at 6%; with 100% employer match about $436,000 at 4% or $290,667 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$132,282$34,880$34,880iApproximate average salary by contribution assumption: employee only about $872,000 at 4% or $581,333 at 6%; with 50% employer match about $581,333 at 4% or $387,556 at 6%; with 100% employer match about $436,000 at 4% or $290,667 at 6%.
201111$86,614$44,860$44,860iApproximate average salary by contribution assumption: employee only about $1,121,500 at 4% or $747,667 at 6%; with 50% employer match about $747,667 at 4% or $498,444 at 6%; with 100% employer match about $560,750 at 4% or $373,833 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$86,614$44,860$44,860iApproximate average salary by contribution assumption: employee only about $1,121,500 at 4% or $747,667 at 6%; with 50% employer match about $747,667 at 4% or $498,444 at 6%; with 100% employer match about $560,750 at 4% or $373,833 at 6%.
201011$43,903$14,420$14,420iApproximate average salary by contribution assumption: employee only about $360,500 at 4% or $240,333 at 6%; with 50% employer match about $240,333 at 4% or $160,222 at 6%; with 100% employer match about $180,250 at 4% or $120,167 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$43,903$14,420$14,420iApproximate average salary by contribution assumption: employee only about $360,500 at 4% or $240,333 at 6%; with 50% employer match about $240,333 at 4% or $160,222 at 6%; with 100% employer match about $180,250 at 4% or $120,167 at 6%.
200911$25,989$13,793$13,793iApproximate average salary by contribution assumption: employee only about $344,825 at 4% or $229,883 at 6%; with 50% employer match about $229,883 at 4% or $153,256 at 6%; with 100% employer match about $172,413 at 4% or $114,942 at 6%.
Monarch Wealth Management Inc. Retirement Plan-1$25,989$13,793$13,793iApproximate average salary by contribution assumption: employee only about $344,825 at 4% or $229,883 at 6%; with 50% employer match about $229,883 at 4% or $153,256 at 6%; with 100% employer match about $172,413 at 4% or $114,942 at 6%.
200812$0$0-
Monarch Wealth Management Inc. Retirement Plan-2---