OpenERISA

The Marshall Financial Group, INC.

Doylestown, PA, 18901

EIN 23-2169141
Plans
2
Total participants
181
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in PennsylvaniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF003The Marshall Financial Group, INC. 401(K) Plan0
2024Form 5500-SF003The Marshall Financial Group, INC. 401(K) Plan18
2024Form 5500004Marshall Financial Group, INC. Employee Stock Ownership Plan18
2023Form 5500-SF003The Marshall Financial Group, INC. 401(K) Plan21
2023Form 5500004Marshall Financial Group, INC. Employee Stock Ownership Plan20
2022Form 5500-SF003The Marshall Financial Group, INC. 401(K) Plan17
2022Form 5500004Marshall Financial Group, INC. Employee Stock Ownership Plan19
2021Form 5500-SF003The Marshall Financial Group, INC. 401(K) Plan16
2021Form 5500004Marshall Financial Group, INC. Employee Stock Ownership Plan18
2020Form 5500-SF003The Marshall Financial Group, INC. 401(K) Plan16
2020Form 5500004Marshall Financial Group, INC. Employee Stock Ownership Plan18

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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