Civic Intelligence

Monarch Wealth Strategies

Plan context: Monarch Wealth Strategies 401K Plan

EIN 36-4641092 • Santa Barbara, CA • 14 filings • 1 plans

222 E. Carrillo St.Suite 208Santa Barbara, CA 93101
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,133,593

2025 Contributions

$187,822

Historical Graphs

Total Assets Over Time

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

$2,133,593$1,066,797$0201220192025YearValue
$2,133,593Latest year 2025

Participants Over Time

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

1260201220192025YearValue
11Latest year 2025

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
2025111$2,133,593$187,822$17,075iApproximate average salary by contribution assumption: employee only about $426,868 at 4% or $284,579 at 6%; with 50% employer match about $284,579 at 4% or $189,719 at 6%; with 100% employer match about $213,434 at 4% or $142,289 at 6%.
Monarch Wealth Strategies 401K Plan-11$2,133,593$187,822$17,075iApproximate average salary by contribution assumption: employee only about $426,868 at 4% or $284,579 at 6%; with 50% employer match about $284,579 at 4% or $189,719 at 6%; with 100% employer match about $213,434 at 4% or $142,289 at 6%.
2024112$1,655,491$164,500$13,708iApproximate average salary by contribution assumption: employee only about $342,708 at 4% or $228,472 at 6%; with 50% employer match about $228,472 at 4% or $152,315 at 6%; with 100% employer match about $171,354 at 4% or $114,236 at 6%.
Monarch Wealth Strategies 401K Plan-12$1,655,491$164,500$13,708iApproximate average salary by contribution assumption: employee only about $342,708 at 4% or $228,472 at 6%; with 50% employer match about $228,472 at 4% or $152,315 at 6%; with 100% employer match about $171,354 at 4% or $114,236 at 6%.
2023110$1,306,444$131,337$13,134iApproximate average salary by contribution assumption: employee only about $328,343 at 4% or $218,895 at 6%; with 50% employer match about $218,895 at 4% or $145,930 at 6%; with 100% employer match about $164,171 at 4% or $109,448 at 6%.
Monarch Wealth Strategies 401K Plan-10$1,306,444$131,337$13,134iApproximate average salary by contribution assumption: employee only about $328,343 at 4% or $218,895 at 6%; with 50% employer match about $218,895 at 4% or $145,930 at 6%; with 100% employer match about $164,171 at 4% or $109,448 at 6%.
2022111$1,051,327$122,157$11,105iApproximate average salary by contribution assumption: employee only about $277,630 at 4% or $185,086 at 6%; with 50% employer match about $185,086 at 4% or $123,391 at 6%; with 100% employer match about $138,815 at 4% or $92,543 at 6%.
Monarch Wealth Strategies 401K Plan-11$1,051,327$122,157$11,105iApproximate average salary by contribution assumption: employee only about $277,630 at 4% or $185,086 at 6%; with 50% employer match about $185,086 at 4% or $123,391 at 6%; with 100% employer match about $138,815 at 4% or $92,543 at 6%.
202118$1,041,446$108,437$13,555iApproximate average salary by contribution assumption: employee only about $338,866 at 4% or $225,910 at 6%; with 50% employer match about $225,910 at 4% or $150,607 at 6%; with 100% employer match about $169,433 at 4% or $112,955 at 6%.
Monarch Wealth Strategies 401K Plan-8$1,041,446$108,437$13,555iApproximate average salary by contribution assumption: employee only about $338,866 at 4% or $225,910 at 6%; with 50% employer match about $225,910 at 4% or $150,607 at 6%; with 100% employer match about $169,433 at 4% or $112,955 at 6%.
2020110$1,024,329$131,922$13,192iApproximate average salary by contribution assumption: employee only about $329,805 at 4% or $219,870 at 6%; with 50% employer match about $219,870 at 4% or $146,580 at 6%; with 100% employer match about $164,903 at 4% or $109,935 at 6%.
Monarch Wealth Strategies 401K Plan-10$1,024,329$131,922$13,192iApproximate average salary by contribution assumption: employee only about $329,805 at 4% or $219,870 at 6%; with 50% employer match about $219,870 at 4% or $146,580 at 6%; with 100% employer match about $164,903 at 4% or $109,935 at 6%.
2019110$752,648$102,479$10,248iApproximate average salary by contribution assumption: employee only about $256,198 at 4% or $170,798 at 6%; with 50% employer match about $170,798 at 4% or $113,866 at 6%; with 100% employer match about $128,099 at 4% or $85,399 at 6%.
Monarch Wealth Strategies 401K Plan-10$752,648$102,479$10,248iApproximate average salary by contribution assumption: employee only about $256,198 at 4% or $170,798 at 6%; with 50% employer match about $170,798 at 4% or $113,866 at 6%; with 100% employer match about $128,099 at 4% or $85,399 at 6%.
201815$524,907$102,479$20,496iApproximate average salary by contribution assumption: employee only about $512,395 at 4% or $341,597 at 6%; with 50% employer match about $341,597 at 4% or $227,731 at 6%; with 100% employer match about $256,198 at 4% or $170,798 at 6%.
Monarch Wealth Strategies 401K Plan-5$524,907$102,479$20,496iApproximate average salary by contribution assumption: employee only about $512,395 at 4% or $341,597 at 6%; with 50% employer match about $341,597 at 4% or $227,731 at 6%; with 100% employer match about $256,198 at 4% or $170,798 at 6%.
201714$478,209$98,462$24,616iApproximate average salary by contribution assumption: employee only about $615,388 at 4% or $410,258 at 6%; with 50% employer match about $410,258 at 4% or $273,506 at 6%; with 100% employer match about $307,694 at 4% or $205,129 at 6%.
Monarch Wealth Strategies 401K Plan-4$478,209$98,462$24,616iApproximate average salary by contribution assumption: employee only about $615,388 at 4% or $410,258 at 6%; with 50% employer match about $410,258 at 4% or $273,506 at 6%; with 100% employer match about $307,694 at 4% or $205,129 at 6%.
201614$315,017$81,638$20,410iApproximate average salary by contribution assumption: employee only about $510,238 at 4% or $340,158 at 6%; with 50% employer match about $340,158 at 4% or $226,772 at 6%; with 100% employer match about $255,119 at 4% or $170,079 at 6%.
Monarch Wealth Strategies 401K Plan-4$315,017$81,638$20,410iApproximate average salary by contribution assumption: employee only about $510,238 at 4% or $340,158 at 6%; with 50% employer match about $340,158 at 4% or $226,772 at 6%; with 100% employer match about $255,119 at 4% or $170,079 at 6%.
201513$208,048$65,766$21,922iApproximate average salary by contribution assumption: employee only about $548,050 at 4% or $365,367 at 6%; with 50% employer match about $365,367 at 4% or $243,578 at 6%; with 100% employer match about $274,025 at 4% or $182,683 at 6%.
Monarch Wealth Strategies 401K Plan-3$208,048$65,766$21,922iApproximate average salary by contribution assumption: employee only about $548,050 at 4% or $365,367 at 6%; with 50% employer match about $365,367 at 4% or $243,578 at 6%; with 100% employer match about $274,025 at 4% or $182,683 at 6%.
201412$152,184$68,070$34,035iApproximate average salary by contribution assumption: employee only about $850,875 at 4% or $567,250 at 6%; with 50% employer match about $567,250 at 4% or $378,167 at 6%; with 100% employer match about $425,438 at 4% or $283,625 at 6%.
Monarch Wealth Strategies 401K Plan-2$152,184$68,070$34,035iApproximate average salary by contribution assumption: employee only about $850,875 at 4% or $567,250 at 6%; with 50% employer match about $567,250 at 4% or $378,167 at 6%; with 100% employer match about $425,438 at 4% or $283,625 at 6%.
201312$81,870$60,700$30,350iApproximate average salary by contribution assumption: employee only about $758,750 at 4% or $505,833 at 6%; with 50% employer match about $505,833 at 4% or $337,222 at 6%; with 100% employer match about $379,375 at 4% or $252,917 at 6%.
Monarch Wealth Strategies 401K Plan-2$81,870$60,700$30,350iApproximate average salary by contribution assumption: employee only about $758,750 at 4% or $505,833 at 6%; with 50% employer match about $505,833 at 4% or $337,222 at 6%; with 100% employer match about $379,375 at 4% or $252,917 at 6%.
201212$17,469$17,200$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Monarch Wealth Strategies 401K Plan-2$17,469$17,200$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.