Plan Snapshot
- Plan Sponsor: The Marshall Financial Group, INC.
- Sponsor EIN: 232169141
- Sponsor Address: 33 WEST COURT STREET, DOYLESTOWN, PA, 18901
- Plan Type: DC
- Total Participants: 18
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $10.1M | $417,381 | $0 |
| 2023 | 20 | $7.0M | $361,165 | $0 |
| 2022 | 19 | $5.7M | $356,362 | $0 |