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MARCHESE & MAYNARD, LLP

Company Details

Name: MARCHESE & MAYNARD, LLP
Jurisdiction: New York
Legal type: DOMESTIC REGISTERED LIMITED LIABILITY PARTNERSHIP
Status: Active
Date of registration: 18 Feb 2005 (20 years ago)
Entity Number: 3166734
ZIP code: 11030
County: Blank
Place of Formation: New York
Address: 47 PLANDOME ROAD, MANHASSET, NY, United States, 11030

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARCHESE & MAYNARD, LLP 401(K) PROFIT SHARING PLAN 2023 202476000 2024-10-09 MARCHESE & MAYNARD LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 57 MANHASSET AVENUE, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2024-10-09
Name of individual signing ROBIN MAYNARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-09
Name of individual signing ROBIN MAYNARD
Valid signature Filed with authorized/valid electronic signature
MARCHESE & MAYNARD, LLP 401(K) PROFIT SHARING PLAN 2022 202476000 2023-10-11 MARCHESE & MAYNARD LLP 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 57 MANHASSET AVENUE, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP CASH BALANCED PLAN 2022 202476000 2023-10-11 MARCHESE & MAYNARD LLP 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 57 MANHASSET AVENUE, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP 401(K) PROFIT SHARING PLAN 2021 202476000 2022-10-13 MARCHESE & MAYNARD LLP 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 1129 NORTHERN BOULEVARD, SUITE 303, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP CASH BALANCED PLAN 2021 202476000 2022-10-11 MARCHESE & MAYNARD LLP 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 1129 NORTHERN BOULEVARD, SUITE 303, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP 401(K) PROFIT SHARING PLAN 2020 202476000 2021-10-14 MARCHESE & MAYNARD LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 1129 NORTHERN BOULEVARD, SUITE 303, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP CASH BALANCED PLAN 2020 202476000 2021-10-14 MARCHESE & MAYNARD LLP 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 1129 NORTHERN BOULEVARD, SUITE 303, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP 401(K) PROFIT SHARING PLAN 2019 202476000 2020-09-29 MARCHESE & MAYNARD LLP 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 1129 NORTHERN BOULEVARD, SUITE 303, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2020-09-29
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2020-09-29
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP CASH BALANCED PLAN 2019 202476000 2020-09-29 MARCHESE & MAYNARD LLP 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 1516869111
Plan sponsor’s address 1129 NORTHERN BOULEVARD, SUITE 303, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2020-09-29
Name of individual signing ROBIN MAYNARD
Role Employer/plan sponsor
Date 2020-09-29
Name of individual signing ROBIN MAYNARD
MARCHESE & MAYNARD, LLP 401(K) PROFIT SHARING PLAN 2018 202476000 2019-10-15 MARCHESE & MAYNARD LLP 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 5168691111
Plan sponsor’s address 47 PLANDOME ROAD, MANHASSET, NY, 11030

Signature of

Role Plan administrator
Date 2019-10-15
Name of individual signing ROBIN MAYNARD

DOS Process Agent

Name Role Address
THE PARTNERSHIP DOS Process Agent 47 PLANDOME ROAD, MANHASSET, NY, United States, 11030

Filings

Filing Number Date Filed Type Effective Date
220923003205 2022-09-23 FIVE YEAR STATEMENT 2014-12-30
100326002027 2010-03-26 FIVE YEAR STATEMENT 2010-02-01
050308000104 2005-03-08 CERTIFICATE OF AMENDMENT 2005-03-08
050218000865 2005-02-18 NOTICE OF REGISTRATION 2005-02-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9160737001 2020-04-09 0235 PPP 47 PLANDOME RD, MANHASSET, NY, 11030-1460
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 169487.15
Loan Approval Amount (current) 169487.15
Undisbursed Amount 0
Franchise Name -
Lender Location ID 81417
Servicing Lender Name New Carlisle Federal Savings Bank
Servicing Lender Address 400 N Main St, NEW CARLISLE, OH, 45344-1427
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MANHASSET, NASSAU, NY, 11030-1460
Project Congressional District NY-03
Number of Employees 8
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 81417
Originating Lender Name New Carlisle Federal Savings Bank
Originating Lender Address NEW CARLISLE, OH
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 170871.3
Forgiveness Paid Date 2021-02-02
3202358308 2021-01-21 0235 PPS 1129 Northern Blvd Ste 303, Manhasset, NY, 11030-3022
Loan Status Date 2022-03-05
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 124071.1
Loan Approval Amount (current) 124071.1
Undisbursed Amount 0
Franchise Name -
Lender Location ID 81417
Servicing Lender Name New Carlisle Federal Savings Bank
Servicing Lender Address 400 N Main St, NEW CARLISLE, OH, 45344-1427
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Manhasset, NASSAU, NY, 11030-3022
Project Congressional District NY-03
Number of Employees 10
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Partnership
Originating Lender ID 81417
Originating Lender Name New Carlisle Federal Savings Bank
Originating Lender Address NEW CARLISLE, OH
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 125422.1
Forgiveness Paid Date 2022-02-23

Date of last update: 29 Mar 2025

Sources: New York Secretary of State