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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

Related by officers

BARRETT BUTLIEN

60 DONNYBROOK, LLC

Related by address

No related companies by address

Date of last update: 10 Nov 2024

Sources: New York Secretary of State

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