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MONARCH ASSET MANAGEMENT LLC

Company Details

Entity Name: MONARCH ASSET MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 15 Jan 2013 (12 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 23 Oct 2017 (7 years ago)
Document Number: L13000007351
FEI/EIN Number 46-1781722
Address: 7282 55th Ave East, Suite 166, Bradenton, FL 34203
Mail Address: 7282 55th Ave East, Suite 166, Bradenton, FL 34203
ZIP code: 34203
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MONARCH ASSET MANAGEMENT 401(K) PLAN 2017 461781722 2018-04-24 MONARCH ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 523900
Sponsor’s telephone number 9413611212
Plan sponsor’s address 2639 FRUITVILLE ROAD, SUITE 303, SARASOTA, FL, 34237
MONARCH ASSET MANAGEMENT 401(K) PLAN 2016 461781722 2017-04-20 MONARCH ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 523900
Sponsor’s telephone number 9413611212
Plan sponsor’s address 2639 FRUITVILLE ROAD, SUITE 303, SARASOTA, FL, 34237
MONARCH ASSET MANAGEMENT 401(K) PLAN 2015 461781722 2016-06-21 MONARCH ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 523900
Sponsor’s telephone number 9413611212
Plan sponsor’s address 2639 FRUITVILLE ROAD, SUITE 303, SARASOTA, FL, 34237
MONARCH ASSET MANAGEMENT 401(K) PLAN 2014 461781722 2015-07-13 MONARCH ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 523900
Sponsor’s telephone number 9413611212
Plan sponsor’s address 2639 FRUITVILLE ROAD, SUITE 303, SARASOTA, FL, 34237

Signature of

Role Plan administrator
Date 2015-07-13
Name of individual signing BRIAN ZEITZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ZEITZ, PAUL B Agent 7282 55th Ave East, Suite 166, Bradenton, FL 34203

Managing Member

Name Role Address
ZEITZ, PAUL B Managing Member 7282 55th Ave East, Suite 166 Bradenton, FL 34203

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-03-31 7282 55th Ave East, Suite 166, Bradenton, FL 34203 No data
CHANGE OF MAILING ADDRESS 2020-03-31 7282 55th Ave East, Suite 166, Bradenton, FL 34203 No data
REGISTERED AGENT ADDRESS CHANGED 2020-03-31 7282 55th Ave East, Suite 166, Bradenton, FL 34203 No data
LC AMENDMENT 2017-10-23 No data No data
REGISTERED AGENT NAME CHANGED 2017-01-23 ZEITZ, PAUL B No data
LC STMNT OF RA/RO CHG 2017-01-23 No data No data
LC NAME CHANGE 2013-02-05 MONARCH ASSET MANAGEMENT LLC No data

Documents

Name Date
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-04-20
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-31
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-15
LC Amendment 2017-10-23
ANNUAL REPORT 2017-02-24
CORLCRACHG 2017-01-23

Date of last update: 23 Jan 2025

Sources: Florida Department of State