Marshall Financial Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (The Marshall Financial Group, Inc.)
Plain-English plan 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, Marshall Financial Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by The Marshall Financial Group, Inc. under EIN 23-2169141 and plan number 004. The latest loaded filing year is 2023. The filing reports 22 participants and $6,966,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Marshall Financial Group, Inc.
- EIN
- 23-2169141
- Plan number
- 004
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $6,966,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20240418151206NAL0004902049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,966,130
- Total liabilities (EOY)
- $1,873,371
- Net assets (EOY)
- $5,092,759
- Net assets (BOY)
- $3,556,322
Income & contributions
- Employer contributions
- $361,165
- Total income / additions
- $1,593,941
Expenses & distributions
- Benefits paid
- $2,562
- Administrative expenses
- $146
- Total expenses
- $57,504
- Net increase / (decrease)
- $1,536,437
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.