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  5. MARATHON FINANCIAL ADVISORS, INC.

MARATHON FINANCIAL ADVISORS, INC.

Company Details

Name: MARATHON FINANCIAL ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 23 Sep 2013 (12 years ago)
Entity Number: 4462431
ZIP code: 13057
County: Onondaga
Place of Formation: New York
Address: 6319 FLY ROAD, SUITE 4, EAST SYRACUSE, NY, United States, 13057

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2023 464001505 2024-01-31 MARATHON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 1, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2024-01-31
Name of individual signing CHRISTINE TAYLOR
Role Employer/plan sponsor
Date 2024-01-31
Name of individual signing CHRISTINE TAYLOR
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2022 464001505 2023-01-31 MARATHON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 1, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2023-01-31
Name of individual signing CHRISTINE TAYLOR
Role Employer/plan sponsor
Date 2023-01-31
Name of individual signing CHRISTINE TAYLOR
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2021 464001505 2022-08-19 MARATHON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 1, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2022-08-19
Name of individual signing CHRISTINE TAYLOR
Role Employer/plan sponsor
Date 2022-08-19
Name of individual signing CHRISTINE TAYLOR
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2020 464001505 2021-06-23 MARATHON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 1, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2021-06-23
Name of individual signing CHRISTINE TAYLOR
Role Employer/plan sponsor
Date 2021-06-23
Name of individual signing CHRISTINE TAYLOR
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2019 464001505 2020-03-09 MARATHON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 4, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2020-03-09
Name of individual signing CHRISTINE TAYLOR
Role Employer/plan sponsor
Date 2020-03-09
Name of individual signing CHRISTINE TAYLOR
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2018 464001505 2019-02-27 MARATHON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 4, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2019-02-26
Name of individual signing CHRISTINE TAYLOR
Role Employer/plan sponsor
Date 2019-02-26
Name of individual signing CHRISTINE TAYLOR
MARATHON FINANCIAL ADVISORS, INC, 401(K) PLAN 2017 464001505 2018-03-20 MARATHON FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 4, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2018-03-20
Name of individual signing CHRISTINE DOAK
Role Employer/plan sponsor
Date 2018-03-20
Name of individual signing CHRISTINE DOAK
MARATHON FINANCIAL ADVISORS, INC, 401(K) PLAN 2016 464001505 2017-03-28 MARATHON FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 4, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2017-03-27
Name of individual signing CHRISTINE DOAK
Role Employer/plan sponsor
Date 2017-03-27
Name of individual signing CHRISTINE DOAK
MARATHON FINANCIAL ADVISORS, INC, 401(K) PLAN 2015 464001505 2016-02-05 MARATHON FINANCIAL ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 4, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2016-02-05
Name of individual signing CHRISTINE DOAK
Role Employer/plan sponsor
Date 2016-02-05
Name of individual signing CHRISTINE DOAK
MARATHON FINANCIAL ADVISORS, INC. 401(K) PLAN 2014 464001505 2015-06-11 MARATHON FINANCIAL ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 523110
Sponsor’s telephone number 3154465797
Plan sponsor’s address 6319 FLY ROAD, SUITE 4, E. SYRACUSE, NY, 130571274

Signature of
Role Plan administrator
Date 2015-06-09
Name of individual signing CHRISTINE DOAK
Role Employer/plan sponsor
Date 2015-06-09
Name of individual signing CHRISTINE DOAK

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 6319 FLY ROAD, SUITE 4, EAST SYRACUSE, NY, United States, 13057

Filings

Filing Number Date Filed Type Effective Date
130923000747 2013-09-23 CERTIFICATE OF INCORPORATION 2013-09-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2585187703 2020-05-01 0248 PPP 6319 FLY RD STE 1, EAST SYRACUSE, NY, 13057
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 67765
Loan Approval Amount (current) 67765
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address EAST SYRACUSE, ONONDAGA, NY, 13057-0001
Project Congressional District NY-22
Number of Employees 8
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 68351.62
Forgiveness Paid Date 2021-03-16

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Related by address

No related companies by address

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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