# The Marshall Financial Group, INC. DC Plan
Source: https://planprovider.pro/companies/the-marshall-financial-group-inc-plan-004

> The Marshall Financial Group, INC.'s DC plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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