Marotta Valuation Advisors, Inc.

Massachusetts
Registered In
01/08/1993
Incorp. Date

Company Summary

Marotta Valuation Advisors, Inc. at 260 Bear Hill Road Suite 106 STE 106, Waltham, Ma 02451 lists James J Marotta of Waltham, MA as the associate.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit Corporation
Status
Active
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SEC | EDGAR Trellis.Law Recent News
James J. Marotta Registered Agent
47 RIVER ST STE 200, WELLESLEY, MA 02481
James J Marotta President
260 BEAR HILL RD STE 106, WALTHAM, MA 02451 (View Past Addresses)
James J Marotta Director
260 BEAR HILL RD STE 106, WALTHAM, MA 02451 (View Past Addresses)
James J Marotta Secretary
260 BEAR HILL RD STE 106, WALTHAM, MA 02451 (View Past Addresses)
James J Marotta TREASURER
260 BEAR HILL RD STE 106, WALTHAM, MA 02451 (View Past Addresses)
260 BEAR HILL ROAD SUITE 106 STE 106, WALTHAM, MA 02451 View Map
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Financial Information for Marotta Valuation Advisors, Inc.

Form 5500

MAROTTA VALUATION ADVISORS INC.

260 Bear Hill Rd STE 106, Waltham, Ma 02451 (781) 790-5645 EIN:04-3178346 Plan Admin:James J Marotta
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMAROTTA VALUATION ADVISORS INC. 401K PS PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$453,812 / $569,977 2023 MAROTTA VALUATION ADVISORS INC. 401K PS PLAN - Plan #002 2 / 2 $453,812 / $569,977
2022 Plan NameMAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$516,392 / $453,812 2022 MAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN - Plan #002 3 / 2 $516,392 / $453,812
2021 Plan NameMAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$417,490 / $516,392 2021 MAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN - Plan #002 2 / 3 $417,490 / $516,392
2020 Plan NameMAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$357,103 / $417,490 2020 MAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN - Plan #002 3 / 2 $357,103 / $417,490
2019 Plan NameMAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$250,283 / $357,103 2019 MAROTTA VALUATION ADVISORS INC. 401(K) P/S PLAN - Plan #002 3 / 3 $250,283 / $357,103
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MAROTTA VALUATION ADVISORS INC.

260 Bear Hill Rd, Waltham, MA 02451-1000 Industry:Offices of Real Estate Appraisers
Loan Date Approved Forgiven Lender Jobs
02/03/2021 Approved$61,852 Forgiven$62,211 LenderSalem Five Cents Savings Bank Jobs4 02/03/2021 $61,852 $62,211 Salem Five Cents Savings Bank 4
04/15/2020 Approved$61,700 Forgiven$62,214 LenderSalem Five Cents Savings Bank Jobs4 04/15/2020 $61,700 $62,214 Salem Five Cents Savings Bank 4
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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