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| Company Name: | MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP |
| Employer identification number (EIN): | 862982853 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-10-15 | |||||
| Date | Description |
|---|---|
| 2024-10-15 | 862982853 Change of plan name detected from MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP PROFIT SHARING PLAN to THE RESOURCE GROUP PROFIT SHARING PLAN for plan ID 001 |
| 2022-07-12 | 862982853 Change of name detected from THE RESOURCE GROUP to MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP |
| 2022-07-12 | 862982853 Change of plan name detected from THE RESOURCE GROUP PROFIT SHARING PLAN to MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP PROFIT SHARING PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP PROFIT SHARING PLAN | 2021-01-01 | 2014-01-01 |
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