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  5. MARATHON FINANCIAL GROUP, LLC

MARATHON FINANCIAL GROUP, LLC

Company Details

Name: MARATHON FINANCIAL GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 25 Mar 2004 (21 years ago)
Entity Number: 3031739
ZIP code: 10591
County: Westchester
Place of Formation: New York
Address: C/O WESTCHESTER FINANCIAL ADV., 220 WHITE PLAINS RD STE 425, TARRYTOWN, NY, United States, 10591

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARATHON FINANCIAL GROUP, LLC 401(K) PLAN 2023 202312496 2024-06-20 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
MARATHON FINANCIAL GROUP, LLC 401(K) PLAN 2022 202312496 2023-07-13 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
MARATHON FINANCIAL GROUP, LLC 401(K) PLAN 2021 202312496 2022-07-11 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
MARATHON FINANCIAL GROUP, LLC 401(K) PLAN 2020 202312496 2021-07-15 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
MARATHON FINANCIAL GROUP, LLC 401(K) PLAN 2019 202312496 2020-07-13 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
BARRY BUTLIEN 401(K) PROFIT SHARING PLAN AND TRUST 2018 202312496 2019-05-10 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
MARATHON FINANCIAL GROUP, LLC 401(K) PLAN 2018 202312496 2019-05-13 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
BARRY BUTLIEN 401(K) PROFIT SHARING PLAN AND TRUST 2017 202312496 2018-10-01 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591
BARRY BUTLIEN 401(K) PROFIT SHARING PLAN AND TRUST 2016 202312496 2017-07-20 MARATHON FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9149091578
Plan sponsor’s address 220 WHITE PLAINS ROAD, SUITE 425, TARRYTOWN, NY, 10591

DOS Process Agent

Name Role Address
BARRETT BUTLIEN DOS Process Agent C/O WESTCHESTER FINANCIAL ADV., 220 WHITE PLAINS RD STE 425, TARRYTOWN, NY, United States, 10591

History

Start date End date Type Value
2023-09-21 2024-03-01 Address C/O WESTCHESTER FINANCIAL ADV., 220 WHITE PLAINS RD STE 425, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)
2018-03-05 2023-09-21 Address C/O WESTCHESTER FINANCIAL ADV., 220 WHITE PLAINS RD STE 425, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)
2014-03-11 2018-03-05 Address C/O FUSION ADVISOR NETWORK, 555 TAXTER ROAD, ELMSFORD, NY, 10523, USA (Type of address: Service of Process)
2004-03-25 2014-03-11 Address C/O FUSION FINANCIAL, 555 TAXTER ROAD, ELMSFORD, NY, 10523, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240301034882 2024-03-01 BIENNIAL STATEMENT 2024-03-01
230921002542 2023-09-21 BIENNIAL STATEMENT 2022-03-01
200309061076 2020-03-09 BIENNIAL STATEMENT 2020-03-01
180305006860 2018-03-05 BIENNIAL STATEMENT 2018-03-01
160303006533 2016-03-03 BIENNIAL STATEMENT 2016-03-01
140311006680 2014-03-11 BIENNIAL STATEMENT 2014-03-01
120423002335 2012-04-23 BIENNIAL STATEMENT 2012-03-01
100401003419 2010-04-01 BIENNIAL STATEMENT 2010-03-01
080422002579 2008-04-22 BIENNIAL STATEMENT 2008-03-01
060223002536 2006-02-23 BIENNIAL STATEMENT 2006-03-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5726957707 2020-05-01 0202 PPP 200 WHITE PLAINS RD STE 425, TARRYTOWN, NY, 10591-5858
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 15000
Loan Approval Amount (current) 15000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address TARRYTOWN, WESTCHESTER, NY, 10591-5858
Project Congressional District NY-16
Number of Employees 3
NAICS code 517919
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 15122.88
Forgiveness Paid Date 2021-02-25

Related by officers

BARRETT BUTLIEN

60 DONNYBROOK, LLC

Related by address

No related companies by address

Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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