How big is Marshall Financial Group's plan?

Marshall Financial Group's plan reported $2.2M in assets and 17 participants for 2025.

Original filing (PDF)20260512214001NAL0014184978001

Marshall Financial Group

Name: Marshall Financial Group — Marshall Financial Group, Form 5500 (2025)
Creator: Marshall Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall Financial Group 401(k) Plan

401(k) retirement plan · Marshall Financial Group's Marshall Financial Group 401(k) Plan held $2.2M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Pete Marshall signed Marshall Financial Group's 2025 Form 5500 as plan administrator.

Pete Marshall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marshall Financial Group's EIN is 04-3849187.

EIN 04-3849187

Plan number 001

Plan year 2025

ACK ID 20260512214001NAL0014184978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marshall Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marshall Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARSHALL FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score