2023 Form 5500 filing — Marshall Financial Group, Inc. Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418151206NAL0004902049001) for Marshall Financial Group, Inc. Employee Stock Ownership Plan, reported by The Marshall Financial Group, Inc. under EIN 23-2169141 and plan number 004. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240418151206NAL0004902049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Marshall Financial Group, Inc.
- EIN
- 23-2169141
- Plan number
- 004
- Location
- Doylestown, PA
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,966,130
- Total liabilities (EOY)
- $1,873,371
- Net assets (EOY)
- $5,092,759
- Employer contributions
- $361,165
- Total income / additions
- $1,593,941
- Benefits paid
- $2,562
- Administrative expenses
- $146
- Total expenses
- $57,504
- Net increase / (decrease)
- $1,536,437
- Schedule source
- Schedule I