How big is The Marshall Financial Group, Inc.'s plan?

The Marshall Financial Group, Inc.'s plan reported $9.5M in assets for 2025.

Original filing (PDF)20260123100133NAL0002862883001

The Marshall Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Marshall Financial Group, Inc. 401(k) Plan

401(k) retirement plan · The Marshall Financial Group, Inc.'s The Marshall Financial Group, Inc. 401(k) Plan reported $9.5M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

Plan identifiers

The Marshall Financial Group, Inc.'s EIN is 23-2169141.

EIN 23-2169141

Plan number 003

Plan year 2025

ACK ID 20260123100133NAL0002862883001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Marshall Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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