Logo

THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN
Plan identification number 003

THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE MARSHALL FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE MARSHALL FINANCIAL GROUP, INC.
Employer identification number (EIN):232169141
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01

Financial Data on THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN

Measure Date Value
2025 : THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-120
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-12545357
Net assets as of the end of the plan year2025-05-128162141
Total assets as of the beginning of the plan year2025-05-127368039
Value of plan covered by a fidelity bond2025-05-12500000
Participant contributions to plan in this plan year2025-05-12317020
Other expenses paid from plan in this plan year2025-05-120
Other contributions to plan in this plan year2025-05-129762
Other income to plan in this plan year2025-05-121012677
Plan net income in this plan year2025-05-12794102
Net assets as of the end of the plan year2025-05-128162141
Net assets as of the beginning of the plan year2025-05-127368039
Employer contributions to plan in this plan year2025-05-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-120
2024 : THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-050
Net assets as of the end of the plan year2024-06-057368039
Total assets as of the beginning of the plan year2024-06-055603657
Value of plan covered by a fidelity bond2024-06-05500000
Participant contributions to plan in this plan year2024-06-05352360
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-05316457
Other income to plan in this plan year2024-06-051095565
Plan net income in this plan year2024-06-051764382
Net assets as of the end of the plan year2024-06-057368039
Net assets as of the beginning of the plan year2024-06-055603657
Employer contributions to plan in this plan year2024-06-050
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-050
2022 : THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-220
Total liabilities as of the end of the plan year2022-06-220
Total liabilities as of the beginning of the plan year2022-06-220
Total expenses incurred by plan in this plan year2022-06-22428667
Net assets as of the end of the plan year2022-06-227736345
Total assets as of the beginning of the plan year2022-06-226902379
Value of plan covered by a fidelity bond2022-06-22500000
Participant contributions to plan in this plan year2022-06-22236570
Other expenses paid from plan in this plan year2022-06-220
Other contributions to plan in this plan year2022-06-220
Other income to plan in this plan year2022-06-221026063
Plan net income in this plan year2022-06-22833966
Net assets as of the end of the plan year2022-06-227736345
Net assets as of the beginning of the plan year2022-06-226902379
Employer contributions to plan in this plan year2022-06-220
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-220

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1