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  5. MARCHIONI & ASSOCIATES LLC

MARCHIONI & ASSOCIATES LLC

Company Details

Name: MARCHIONI & ASSOCIATES LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Apr 2005 (20 years ago)
Entity Number: 3190992
ZIP code: 14623
County: Monroe
Place of Formation: New York
Address: 2024 W Henrietta Rd Suite 3G, Rochester, NY, United States, 14623

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 202696645 2024-10-10 MARCHIONI & ASSOCIATES, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 202696645 2023-10-13 MARCHIONI & ASSOCIATES, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 202696645 2022-10-14 MARCHIONI & ASSOCIATES, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 202696645 2021-10-12 MARCHIONI & ASSOCIATES, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 202696645 2020-10-15 MARCHIONI & ASSOCIATES, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 202696645 2019-10-11 MARCHIONI & ASSOCIATES, LLC 19
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 202696645 2018-10-14 MARCHIONI & ASSOCIATES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 202696645 2017-10-14 MARCHIONI & ASSOCIATES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 202696645 2016-10-13 MARCHIONI & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing JOHN MARCHIONI
MARCHIONI & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 202696645 2015-10-01 MARCHIONI & ASSOCIATES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-02-01
Business code 541110
Sponsor’s telephone number 5852727870
Plan sponsor’s address 2024 WEST HENRIETTA ROAD, SUITE 3G, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2015-10-01
Name of individual signing JOHN MARCHIONI

DOS Process Agent

Name Role Address
MARCHIONI & ASSOCIATES LLC DOS Process Agent 2024 W Henrietta Rd Suite 3G, Rochester, NY, United States, 14623

History

Start date End date Type Value
2005-04-14 2007-05-15 Address 3 BEAUCLAIRE LANE, FAIRPORT, NY, 14450, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
211101001764 2021-11-01 BIENNIAL STATEMENT 2021-11-01
070515002287 2007-05-15 BIENNIAL STATEMENT 2007-04-01
050414000067 2005-04-14 ARTICLES OF ORGANIZATION 2005-04-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8543187103 2020-04-15 0219 PPP 2024 W Henrietta Rd Suite 3G, Rochester, NY, 14623
Loan Status Date 2021-03-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 286627
Loan Approval Amount (current) 286627
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14623-1001
Project Congressional District NY-25
Number of Employees 20
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 288174
Forgiveness Paid Date 2020-11-05

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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